Summary
Overview
Work History
Education
Skills
Timeline
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Yeimi Chavez

Albuquerque,NM

Summary

Adept at working with personal lines and business products in a highly customized approach. Field expertise and critical thinking skills to solve problems with no outside assistance or supervision. Strong multitasker with exceptional communication and organizational skills.

Overview

9
9
years of professional experience

Work History

Financial Consultant

Nusenda Credit Union
Albuquerque, New Mexico
10.2017 - Current
  • Balance and find outages if needed.
  • Trained and coached team members in procedures, compliance standards and performance strategies.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Met with new members and completed pre-qualification procedures.
  • Develop strategies for better workplace efficiency and goal achievement.
  • Supported members with financial analysis, budget management and operational cost control.
  • Developed and deepened relationships with new and existing members to advance progress and improve business.
  • Process opening and closing procedures.
  • Sole control of vault
  • Monthly audits
  • Processed cash orders, incoming and outgoing shipments in accordance with company guidelines.
  • Developed and maintained scheduling to ensure branch needs were being met.

Personal Banker

Wells Fargo
Albuquerque, NM
10.2016 - 10.2017
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Met with clients to facilitate budget management and financial guidance.
  • Coaching and Guiding the team on current products.
  • Evaluated customers' credit and financial information to control risk related to loans and other products offered by bank.
  • Help and evaluated local business's needs and wants when it came to their banking needs.

Teller

Wells Fargo
Albuquerque, NM
07.2015 - 10.2016
  • Adhered to financial services security and audit procedures.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Maintained confidentiality of bank records and client information.
  • Trained employees on cash drawer operation.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Reconciled cash and checks against computer records at end of shift.

Education

University of New Mexico
Albuquerque, NM
2016

High School Diploma -

Albuquerque High School
Albuquerque, NM
05.2012

Mass Media Communications

Central New Mexico Community College
Albuquerque, NM

Skills

  • Financials Analysis
  • Vault
  • Employee Training
  • Products and Services Knowledge
  • Problem-Solving
  • Bilingual (English,Spanish)
  • Emotional Intelligence
  • Time management
  • Quality Assurance
  • Detail-oriented
  • Critical Thinking Skills
  • Work Planning

Timeline

Financial Consultant

Nusenda Credit Union
10.2017 - Current

Personal Banker

Wells Fargo
10.2016 - 10.2017

Teller

Wells Fargo
07.2015 - 10.2016

University of New Mexico

High School Diploma -

Albuquerque High School

Mass Media Communications

Central New Mexico Community College

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Yeimi Chavez