Heydi Portillo
Ft. Washington,MD
Summary
An enthusiastic, multi-skilled and focused professional who can bring passion, drive, performance, excellence and winning to any company. Heydi is a quick learner who can absorb new ideas and can communicate clearly and effectively when working with people of all levels. She is a self-motivated and able to contribute effectively to a team by making a real and measurable difference to the bottom line.
Overview
7
7
years of professional experience
Work History
Universal Banker
M&T Bank
03.2022 - Current
- Educated customers on online banking and mobile banking applications.
- Increased referral rates by forging strong connections with customers and identifying potential business development opportunities.
- Executed wire transfers, stop payments and account transfers.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced teller drawers and ATM cash.
- Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
Universal Banker
PNC Bank
01.2019 - 02.2022
- Maintained friendly and professional customer interactions.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Processed customer applications and approved loans in accordance with bank policy.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Delivered comprehensive financial guidance through regular consultations with clients, cultivating trust and loyalty over time.
Manager
Off Broadway Shoe Warehouse
02.2017 - 01.2019
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Improved customer satisfaction by providing personalized shoe recommendations based on individual needs and preferences.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Assisted with hiring, training and mentoring new staff members.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
Education
High School Diploma -
Falls Church High School
Falls Church, VA06.2013
Skills
Attention to detail
Patience
Quick learner
Time management
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Universal Banker
M&T Bank
03.2022 - Current
Universal Banker
PNC Bank
01.2019 - 02.2022
Manager
Off Broadway Shoe Warehouse
02.2017 - 01.2019
High School Diploma -
Falls Church High School
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