JOYCELYN D MORALES AVALOS
BOKF
Phoenix,AZ
10
years of professional experience
2
Languages
Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.
Work History
Bilingual Personal Banker II
5 Years 10 Months- Resolved escalated customer calls
- Advised customers on deposit accounts, loans, and credit solutions aligned with financial goals.
- Opened and maintained retail banking accounts while ensuring accurate documentation and compliance requirements.
- Identified cross-sell opportunities for banking products through relationship-based customer conversations.
- Resolved account issues, transaction discrepancies, and service concerns with prompt follow-through.
- Processed wire transfers, cash transactions, and daily balancing tasks with strong accuracy.
- Verified identification, KYC details, and account activity to support fraud prevention standards.
- Mentored new bankers on service workflows, product knowledge, and branch procedures.
Bilingual Senior Client Svcs Rep
4 Years 4 Months- Bilingual in all departments assigned to me
- Own and resolve escalated customer calls
- Associate support through Raise Your Hand, chat and floor presence
- Provide associate feedback and coaching
- Trained new hires
- Adapts well to an ever changing environment
- Proficient across all systems leveraged for the LOB with the ability to multi-task and prioritize
Education
Bachelor of Arts - Criminal Justice
Skills
Proficient in Spanish speaking
writing
reading and translating.
Self-motivated: Able to organize
analyze
and meet operational deadlines
Strong computer skills and exposure to Microsoft Word
PowerPoint
Excel.
LANGUAGES
English - Fluent
Spanish - Fluent
Timeline
Bilingual Personal Banker II
BOKF
01.2021 - CurrentRead More
Bilingual Senior Client Svcs Rep
Bank of America
01.2017 - 05.2021Read More
New Mexico Highlands University
Bachelor of Arts from Criminal Justice
Read More