Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Elido E Yauri

Linden

Summary

Results-oriented and professional with 15+ years of experience in the financial services industry, specifically Commercial, Retail Banking and Private Banking. Proven ability to prospect, maintain and grow new business while developing long-term relationships with customers and decision makers. Specialties include Mortgage Specialist, Consumer Lending, and Small Business Lending, sales coaching, problem solving and team leadership. Proactively managed key customer relationships and partnerships to maximize corporate visibility through various financial literacy workshops and seminars. Ensured and provided excellence customer service expectations, successfully increasing deposit and fee income, meeting sales and productivity goals, closing the deal, controlling cost, ensuring regulations compliance audits, and overseeing operational improvements.

Results-driven management professional with proven track record in leadership and operational strategy. Adept at driving organizational growth and enhancing productivity through effective team collaboration and strategic initiatives. Recognized for adaptability and commitment to achieving high standards and impactful results.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Assistant Vice President, Private Banking Officer

City National Bank
05.2018 - Current
  • Primary contact with customers/prospects for day-to-day operational needs, providing proactive, collaborative, and consultative support.
  • Responsible for the operational integrity of the assigned area of responsibility.
  • Knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to customers/prospects.
  • Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market.
  • Provide integrated financial services advice to clients including banking, credit, asset management, trust and estate planning, and brokerage.
  • Manage overall relationship profitability and portfolio risk.
  • Responsible for profitable growth of the portfolio.
  • Serve as a technical consultant to clients and colleagues in various business segments and geographic locations.

Relationship Manager Senior

City National Bank
01.2014 - 05.2018
  • Responsible for developing new clients through referrals and extensive calling efforts.
  • Motivate and offer sales assistance to other branch colleagues in support of branch goals and objectives.
  • Responsible for tracking the sales efforts and reporting results to Management.
  • Developed strong partnerships with center of influences in and around the community.
  • Managed a portfolio of existing clients and actively expand client relationships through cross-selling efforts.
  • Developed and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
  • Developed and executed sales strategies, branch marketing plan and business development programs.
  • Monitored, evaluated, recommended, and implemented adjustments to program to ensure achievement of goals.
  • Assisted Branch Manager thru customizing individual branch plan to meet local market needs.
  • Provided coaching and training to support colleague development.
  • Accompanied colleagues on client/prospect calls to help them enhance their calling skills.

Assistant Store Manager

TD BANK
01.2012 - 01.2014
  • Managed a team of 23 employees in a high-volume store.
  • Prospected, developed and successfully managed new business relationships.
  • Coordinated the completion of monthly reports and performed monthly audits.
  • Coached each team member daily, in sales, referrals, and cross sell to ensure the store’s success in sales revenue monthly and quarterly.
  • Directly responsible for the operational scorecard by ensuring the store scorecard reflects maximum revenue and minimal losses with regards to new accounts, fee income, overtime, teller differences and the various types of customer related exposure.
  • Worked closely with TD Banks business partners: TD Ameritrade, Cash Management, Private Banking, and TD Wealth to ensure proper business development.

Store Supervisor

TD BANK
01.2010 - 01.2012
  • Responsible for the coaching and training of Customer Service Representatives in selling consumer and business products such as home equity lines/loans, mortgages, and business loans.
  • Managed the store Money Out pipeline by monitoring the application and underwriting process, serving as a mentor to the staff and liaison with the loan processors, underwriters, and Region Consumer Lender to clear outstanding loan stipulations.
  • Selected amongst 28 peers in the Manhattan East Side Region as a resident expert in Consumer Lending.
  • Managed the staff individual sales goal, to ensure the store meets its Sales Revenue goal.
  • Personally closed $3 million YTD in money out products out with a $3.9 million pipeline.
  • Exceeded 2011 store money out goal by 167%.
  • Awarded Quarterly All-Star award in the Manhattan East side region for the 3rd Quarter in 2011 overall performance and surpassing the Money Out goal.
  • Nominated for the 2011 WOW awards for outstanding leadership role as a Store Supervisor.
  • Ensured a strong operational foundation was in place and implemented such as: customer identification, dual controls, regulatory requirement, and audits.
  • Exceeded Self-Store Audits (Pass) and report to Senior Management/Regional Operations Officer on Team performance and opportunities for improvement.

Education

Baruch College – The City University of New York
New York, NY

Skills

  • Decision making & judgment
  • Issue resolution skills
  • Negotiation
  • Recruiting and hiring

Certification

  • New Jersey State Notary License
  • Certified Consumer Lender
  • NMLS Certified
  • Bi-Lingual in English and Spanish
  • EARN Sales Coach
  • Small Business Champion

Languages

Spanish

Timeline

Assistant Vice President, Private Banking Officer

City National Bank
05.2018 - Current

Relationship Manager Senior

City National Bank
01.2014 - 05.2018

Assistant Store Manager

TD BANK
01.2012 - 01.2014

Store Supervisor

TD BANK
01.2010 - 01.2012

Baruch College – The City University of New York

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