Summary
Overview
Work History
Education
Skills
Timeline
Generic

LAYLA POLANCO

Jersey City,NJ

Summary

Results-oriented finance professional with 5+ years in leadership roles focused on client engagement. Skilled in utilizing advanced analytics and team leadership to enhance operational performance and drive revenue. Demonstrated success in achieving challenging business goals and adapting to new processes. Spanish fluency offers additional value in client interactions.

Overview

8
8
years of professional experience

Work History

Associate Personal Banker

Wellsfargo
01.2026 - Current
  • Guided clients in selecting banking products to meet financial goals.
  • Analyzed customer accounts to identify opportunities for improved services.
  • Developed and implemented strategies to enhance customer satisfaction and retention.
  • Mentored junior bankers on compliance and operational procedures.

Personal Banker

Valley National Bank
09.2024 - Current
  • Advised clients on tailored deposit and lending solutions, increasing account openings month over month.
  • Analyzed client financial profiles to recommend appropriate products, improving product adoption rates.
  • Fostered strong client relationships through attentive service, ensuring a welcoming environment that promoted trust and satisfaction.

Client Service Administrator

Armory Dog & Cat Hospital
02.2023 - 08.2024
  • Managed client inquiries and resolved issues, achieving measurable improvements in client satisfaction.
  • Updated and maintained client records to ensure accurate accounts and timely communication.
  • Fostered a welcoming environment for clients and pets, enhancing overall experience and contributing to positive client relationships.

Teller

Citizens Bank
01.2023 - 01.2024
  • Processed daily customer transactions with accuracy, reducing cash discrepancies and audit exceptions.
  • Verified customer identification to maintain regulatory compliance and prevent account misuse.
  • Balanced cash drawers at close to ensure financial accuracy and accountability for all transactions.

Sales Representative Team Leader

Optimum
03.2022 - 12.2022
  • Led daily sales huddles and coaching sessions to improve team conversion rates and activity levels.
  • Implemented targeted training modules that increased individual quota attainment with measurable results.
  • Resolved client escalations and internal roadblocks to restore pipeline momentum and team productivity.

Home Health Aide

Regency Healthcare
01.2020 - 12.2021
  • Provided personal care to clients ensuring comfort and dignity while following care plans and safety protocols.
  • Coordinated with nurses and therapists to adjust treatment plans, producing measurable improvements in client outcomes.
  • Assisted clients with mobility and prescribed exercises to maintain function and reduce fall risk.

Junior Sales Analyst

Wireless Solutions Group
08.2018 - 12.2019
  • Analyzed monthly sales data to identify trends and supported pricing decisions driving measurable revenue growth.
  • Prepared detailed sales performance reports that improved forecasting accuracy and aided quota setting.
  • Coordinated with account managers to resolve pipeline gaps and improve lead-to-opportunity conversion rates.

Education

BA - Finance Co Major Business Analyst

New Jersey City University
New Jersey
04.2026

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction

Timeline

Associate Personal Banker

Wellsfargo
01.2026 - Current

Personal Banker

Valley National Bank
09.2024 - Current

Client Service Administrator

Armory Dog & Cat Hospital
02.2023 - 08.2024

Teller

Citizens Bank
01.2023 - 01.2024

Sales Representative Team Leader

Optimum
03.2022 - 12.2022

Home Health Aide

Regency Healthcare
01.2020 - 12.2021

Junior Sales Analyst

Wireless Solutions Group
08.2018 - 12.2019

BA - Finance Co Major Business Analyst

New Jersey City University
LAYLA POLANCO