Open to opportunities

Roxana Barrios

@roxanabarrios

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Seasoned banking leader driving remote teams, sales performance, and coaching.

United States

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What I'm looking for

I seek a leadership role where I can manage remote teams, drive sales and retention, coach associates, and grow business impact in a collaborative, metrics-driven environment.

I am a seasoned banking leader with a strong track record in remote team management, sales performance, and associate development. I specialize in coaching, performance management, and delivering results across consumer and small business product lines.

At Bank of America I managed teams of 14–16+ remote associates, conducted performance reviews, led team meetings, and monitored day-to-day metrics to ensure compliance with LOB standards and regulations.

My background includes frontline sales and retention roles—Preferred Sales Agent, Card Specialist, and Senior Card Specialist—where I consistently met finance plans and sales goals while maintaining quality standards. I also served as an Onboarding Proficiency Coach and Interim Manager, training new hires and upskilling tenured associates.

I bring strong leadership, relationship-building, strategic thinking, and bilingual Spanish fluency to roles focused on improving client satisfaction, employee performance, and sales. I am calm under pressure and excel at executing tactics to achieve business objectives.

Experience

Work history, roles, and key accomplishments

Current

Senior Services Team Manager

Current

Bank of America

May 2023 - Present (2 years 9 months)

Manage and evaluate workflow and servicing performance of 16+ remote associates, conduct performance reviews and coaching, and monitor metrics to ensure LOB standards and regulatory compliance.

Team Leadership Performance Management Coaching Remote Team Management Regulatory Compliance Customer Experience Microsoft Office

Sales Team Manager

Bank of America

Oct 2021 - May 2023 (1 year 7 months)

Managed and evaluated workflow and sales performance of 14+ remote associates, led coaching, performance reviews and team meetings to meet sales and quality targets.

Sales & Management Coaching Performance Reviews Remote Team Management Customer Retention Salesforce Microsoft Office

Onboarding Proficiency Coach

Bank of America

Jul 2021 - Oct 2021 (3 months)

Trained new hires and upskilled tenured associates, ensured adherence to bank policies, and delivered performance and behavior workshops to improve readiness and compliance.

Training Development Onboarding & Compliance Workshop Facilitation Coaching Customer Service Microsoft Office

Sr. Card Specialist

Bank of America

Feb 2020 - Jul 2021 (1 year 5 months)

Provided advanced card support and retention efforts, mentored peers, and contributed to meeting team finance plans and service quality metrics.

Mentoring Retention Customer Experience Sales Performance KPI Tracking Troubleshooting Microsoft Office

Card Specialist

Bank of America

Jul 2018 - Jul 2020 (2 years)

Handled card servicing and retention tasks, investigated and resolved diverse customer issues, and consistently met monthly sales and quality assurance goals.

Card Servicing Retention Customer Support Cross Functional Collaboration Sales Targets Microsoft Office

Preferred Sales Agent

Bank of America

Feb 2017 - Apr 2018 (1 year 2 months)

Delivered product sales and client experience support across consumer credit cards, deposits and lending products while maintaining high satisfaction and meeting monthly finance plans.

Sales Customer Retention Client Experience Cross Sell Relationship Building Financial Products Salesforce

Sales Agent

Alta Resources

Aug 2014 - Feb 2017 (2 years 6 months)

Recommended insurance plans via call and chat channels, maintained licensure across multiple states, and supported volunteer and hiring events to drive outreach.