Evoni Perez
Waxahachie
Summary
Dynamic Relationship Banker with a proven track record at Bank of America, excelling in client satisfaction and relationship management. Adept at identifying customer needs and recommending financial products, while leveraging digital banking tools. Recognized for outstanding adaptability and active listening skills, consistently enhancing client experiences and driving business growth.
Overview
4
4
years of professional experience
Work History
Relationship Banker
Bank of America
Dallas
11.2024 - Current
- Consistently achieved top client satisfaction ratings by effectively managing client risks, providing personalized service, and ensuring secure account management.
- Proficiently opened and managed client accounts, facilitated online banking enrollment, and guided clients through digital banking tools to enhance their experience.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Resolved customer issues through effective communication.
Warehouse Associate - Inventory Distribution
Tjx
Everman
02.2024 - 05.2024
- Developed and maintained databases, tracking operational performance and resource allocation.
- Worked to ensure accuracy of a high volume of operational data and performance reports for industry-leading home goods impacting hundreds of locations worldwide.
- Trained and mentored employees, promoting alignment with corporate client service standards and industry best practices.
Warehouse Associate - Inventory Distribution
goTRG
Everman
05.2022 - 10.2023
- Managed inventory of electronics, ensuring correct location, optimal visibility, and adherence to company guidelines.
- Participated in key aspects of operations, performing inventory counts while adhering to workplace safety and merchandising standards.
- Earned promotion in recognition of outstanding data management and supervisory abilities.
- Collaborated with team to ensure efficiency of supply chain operations for major commercial supplier serving clients such as Walmart.
Education
Professional Development: RB To SBK Program
Bak of America
10-2025
Certificate - Banking and client Success
Year up
Online10.2024
High School Diploma -
Joe c. everyman
Everman, TX05.2022
Skills
- Customer service
- Financial products knowledge
- Adaptability and flexibility
- Active listening
- Digital banking tools
- Cash handling
- Relationship building and management
- Referral identification
Languages
Fluent in Spanish
Timeline
Relationship Banker
Bank of America
11.2024 - Current
Warehouse Associate - Inventory Distribution
Tjx
02.2024 - 05.2024
Warehouse Associate - Inventory Distribution
goTRG
05.2022 - 10.2023
Professional Development: RB To SBK Program
Bak of America
Certificate - Banking and client Success
Year up
High School Diploma -
Joe c. everyman