Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Hi, I’m

Joan I. Felix

York
Joan I. Felix

Summary

Experienced with customer relationship management, financial advising, and cross-selling banking products. Utilizes in-depth knowledge of financial services to meet client needs and enhance satisfaction. Track record of adapting to evolving customer requirements and maintaining high levels of client trust.

Professional financial services expert prepared to excel in this role. Proven ability to build strong client relationships, manage accounts, and provide tailored financial solutions. Known for collaborative teamwork and adaptability, ensuring reliable and responsive service. Skilled in customer service, financial advising, and risk assessment with focus on achieving results and meeting changing demands.

Overview

23
years of professional experience
1
Certification

Work History

Santander Bank

Teller Supervisor
04.2018 - 05.2022

Job overview

  • Managed teller schedules, ensuring adequate staffing levels during peak business hours.
  • Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
  • Counted cash drawers and made bank deposits.
  • Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.

Sam’s Club Warehouse

Cake Decorator, Baker
07.2016 - 02.2018

Job overview

  • Designed specialty cakes for weddings, birthdays, and graduations.
  • Assisted customers with selecting suitable cake designs based on their preferences, demonstrating excellent listening skills and attention to detail.

JCPenney’s

Sales Associate, Customer Service, Retail Beauty Department
10.2013 - 02.2014

Job overview

  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Managed and motivated employees to be productive and engaged in work.

PF Changs

Meat Trainer
10.2011 - 08.2013

Job overview

  • Accomplished multiple tasks within established timeframes.
  • Trained other employees in customer service, food safety, and performance requirements.
  • Led by example in all aspects of work, instilling a strong sense of professionalism and dedication within the team.

Bath and Body Works

Sales Associate, Customer Service, Cashier
11.2012 - 07.2013

Job overview

  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Answered customer questions about sizing, accessories, and merchandise care.

PNC Bank

Personal Banker Officer
11.2021 - 02.2025

Job overview

  • Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
  • Educated clients on credit-building strategies, enabling them to improve their financial profiles.
  • Utilized CRM software efficiently to track client interactions and identify sales opportunities within the existing client base.
  • Supported management in implementing new sales initiatives that resulted in increased revenue generation for the branch.
  • Built strong relationships with clients, resulting in increased loyalty and retention rates.
  • Developed customized financial plans tailored specifically to each client''s unique short-term and long-term goals.

Stryker de PR

Manufacturer, Packer, Assembler
07.2008 - 02.2010

Job overview

  • Collaborated with team members to achieve targets, resulting in increased productivity and timely order fulfillment.
  • Worked with raw materials to develop complete and commercially viable products.
  • Assisted in the planning and execution of routine equipment maintenance, ensuring minimal disruption to ongoing operations.
  • Observed quality assurance measures to avoid potential lawsuits from consumers.

BOX OFFICE VIDEO

Store Manager
08.2002 - 07.2008

Job overview

  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.

Education

Global Institute of Arts
Caguas, Puerto Rico

Technical Certification from Nail Technology and Nail Design
01.2012

University Overview

Serbias School

Cosmetology
01.2007

University Overview

Universidad Interamericana

Associate of Science
01-2005

University Overview

Medical Records and Secretarial

Rafael Lopez Landron
Guayama PR

High School Diploma

University Overview

Universidad Interamericana PR
Guayama

Associate from Business Administration And Management

University Overview

Skills

  • Cash handling and management
  • Customer engagement
  • Professionalism and ethics
  • Staff training and development
  • Cash handling expertise
  • Relationship management
  • Portfolio management
  • Cross-selling products
  • Loan processing

Certification

PA Notary

Languages

English

Timeline

Personal Banker Officer
PNC Bank
11.2021 - 02.2025
Teller Supervisor
Santander Bank
04.2018 - 05.2022
Cake Decorator, Baker
Sam’s Club Warehouse
07.2016 - 02.2018
Sales Associate, Customer Service, Retail Beauty Department
JCPenney’s
10.2013 - 02.2014
Sales Associate, Customer Service, Cashier
Bath and Body Works
11.2012 - 07.2013
Meat Trainer
PF Changs
10.2011 - 08.2013
Manufacturer, Packer, Assembler
Stryker de PR
07.2008 - 02.2010
Store Manager
BOX OFFICE VIDEO
08.2002 - 07.2008
Serbias School
Cosmetology
Global Institute of Arts
Technical Certification from Nail Technology and Nail Design
Universidad Interamericana
Associate of Science
Rafael Lopez Landron
High School Diploma
Universidad Interamericana PR
Associate from Business Administration And Management