Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Receptionist
Blanca Yerena

Blanca Yerena

Claremore,OK

Summary

I am a performance-driven, customer-focused person, and I am always eager to continue to learn new skills daily. I can handle multiple tasks on a daily basis and in a fast-paced environment, also very dependable. I have experience working both with a team and individually. Spanish is my secondary language. I am an organized person and have a strong background in sales and communication. I am highly motivated to succeed in everything I do and I take pride in the work ethics I provide.

Overview

4
4
years of professional experience

Work History

Staffing Recruiter

Stand-By Personnel
Claremore, OK
10.2023 - Current
  • Develop and maintain relationships with hiring managers to understand their staffing needs.
  • Manage multiple job orders from multiple clients throughout the day.
  • Researched potential candidates using various sources such as job boards, social media, internal databases and referrals.
  • Interview potential employees to determine if their qualifications meet or exceed the qualifications for the job order.
  • Inside sales to prospective customers.
  • Recruit through external job boards and internal databases.
  • Assisted in onboarding new hires by providing necessary paperwork and scheduling orientation sessions.
  • Participated in career fairs to promote company brand awareness and attract quality talent.

Hispanic Division Private Banker

Regent Bank
Tulsa, OK, OK
04.2021 - Current
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Uphold strict quality control policies and professional procedures during customer interactions.
  • Recommended products and services to mitigate complaints.
  • De-escalated problematic customer concerns, maintaining a calm & friendly demeanor.
  • Trained new and current employees on more efficient procedures to maximize team performance.
  • Opened new accounts such as Demand Deposits, Certificate of Deposits, Money Markets, and Savings.
  • Performed opening and closing procedures meticulously.
  • Greet every customer vigilantly for security measures and proper customer service acknowledgement.
  • Update customer information when requested, and verified customer upon request.
  • Work with the supervisor (branch manager) to find a solution when a problem arises with an account, a transaction, a customer concern, or etc.
  • Attend and complete assigned training semi-quarterly and when request by the training department before deadlines.
  • Take on tasks for training and learning opportunity.
  • Make outgoing and receive inbound calls, especially for clients where there is a language barrier, such as Spanish.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Translate in other departments with clients who spoke strictly Spanish.
  • Worked with deposit, loan and CIF exceptions before deadlines.
  • Scanned over new account documents to be indexed in the files platform.

CSR/Teller Associate

Vast Bank formerly Valley National Bank
Tulsa, OK, OK
09.2020 - 04.2021
  • Deliver exceptional customer service, not only to customers, but as well as to co-workers, private bankers, back office, and the executive team.
  • Work on New Accounts daily for retail and private banking.
  • Perform monthly branch audits for the vault, TCR (teller cash recycler), and tellers.
  • Work through a third-party portal, called Hubspot, to open accounts via online and/or email.
  • Code New Accounts and index files once uploaded.
  • Process deposits, withdrawals, loan payments, and issue cashier's checks.
  • Take over tasks assigned by the Assistant Branch Manager and/or the Director of Branch Operations.
  • Refer and provide products or services that I'd find fit for the clients needs.
  • Build and maintain professional relationships with customers.
  • Apply strong critical thinking and efficient problem-solving skills to promptly meet customers' needs.
  • Collaborate with the Assistant Branch Manager and co-workers to finish branch tasks as efficient and effectively as possible.
  • Answer phone calls and directing them to the correct person, officer, or department.
  • Comply with branch/bank policies, guidelines, and regulations.
  • Maintain vault, TCR (teller cash recycler), and teller cash limits and ordering.
  • Reconcile cash drawer; counting, strapping, and rolling coin.
  • Maintain vault and TCR (teller cash recycler) loaded with sufficient notes and process end-of-day totals; close drawer for next day.
  • Complete special requests made by private bankers, loan officers and clients for accounts.
  • Protect customer's confidential information and private documents by following proper disposing procedures; shred.
  • Go the "extra inch" to build the client's trust, loyalty, and satisfaction.
  • Be vigilant in every transaction for fraudulent activity to prevent losses.

Teller

Simmons First National Corp.
Tulsa , OK
09.2019 - 09.2020
  • Processed customer requests and transactions in a positive, accurate, and professional manner.
  • Interacted with customers, identify needs and recommend products and solutions.
  • Familiarized all company procedures and processes to accurately assist customers.
  • Promoted bank services and products, resulting in branch sales increase.
  • Fulfilled diverse duties to provide customer service, operate money counters, balanced and replenished cash drawers and tcr, maintaining accounts and referring new accounts.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Managed opening and closing times for the main branch.
  • Compiled data from research from records to prepare logs, reports, and reconcile cash drawer.
  • Performed other duties and responsibilities as assigned.
  • Ensured all departamental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Received great JD Power scores for outstanding customer service.
  • Recommended additional products, services and benefits for customers.
  • Examined checks for identification and endorsement.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Processed cash withdrawals.
  • Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
  • Maintained confidentiality of bank records and client information.
  • Balanced daily cash deposits and bank vault inventory with zero error rate
  • Warmly welcomed customers and offered pleasant service during entire transaction, which improved satisfaction ratings by 1.3% in a 2 month span, and has increased since then.

Education

High School Diploma -

G.R.A.C.E. (Adult Alternative School)
Tulsa, OK
05.2020

Skills

  • Reading comprehension skills
  • Active listening
  • Great customer service and engagement
  • Excellent written and oral communication skills
  • Team leadership
  • Organized
  • Detail-oriented
  • Excellent multi-tasker
  • Spanish Fluency
  • Administrative skills
  • Front office management
  • Curriculum development
  • Teamwork and collaboration
  • Efficient and effective work ethics
  • Analytical thinking

Accomplishments

  • Leadership Tulsa | Hispanic Leadership Institute: Cohort 7 — October 2023 - Present

Timeline

Staffing Recruiter

Stand-By Personnel
10.2023 - Current

Hispanic Division Private Banker

Regent Bank
04.2021 - Current

CSR/Teller Associate

Vast Bank formerly Valley National Bank
09.2020 - 04.2021

Teller

Simmons First National Corp.
09.2019 - 09.2020

High School Diploma -

G.R.A.C.E. (Adult Alternative School)
Blanca Yerena