Summary
Overview
Work History
Education
Skills
Websites
References
Timeline
Generic

Ofelia Johnson Vera

Madison,Wisconsin

Summary

Motivated Relationship Banker enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with bank regulations and best practices.

Overview

10
10
years of professional experience

Work History

Bilingual Relationship Banker

Park Bank Verona
Verona
05.2022 - Current
  • Providing exceptional experiences by going above and beyond in every interaction with our clients
  • This includes personalized services, proactive communication and swift resolution for any issues or concerns that our clients may have
  • In 2023, I received two awards for Client Experience
  • Building rapport with our clients by establishing trust and long-lasting relationships
  • This involves understanding their needs, showing empathy, and demonstrating genuine interest in their financial goals
  • Identifying client needs to determine the best product and service by assessing the client’s financial situation, goals, and preferences effectively in both English and in Spanish
  • Acquiring and retaining deposits by offering competitive interest rates, convenient banking options, and incentives for long term relationships
  • Notarizing signatures on important documents such as contracts, deeds, or powers of attorney
  • Processing loans by streamlining the process of loan applications and other financial products
  • This involves providing clear guidance, efficient processing and transparency regarding the terms and conditions
  • Offering educational resources on fraud awareness and prevention by empowering our clients to recognize and report suspicious activities
  • This also includes providing tips and best practices for safeguarding personal information and financial assets to further enhance their confidence moving forward
  • I have taken leadership responsibilities by making informed decisions and guiding the team through daily operations
  • I have demonstrated this by prioritizing tasks, delegating responsibilities, and adapting to changing circumstances to ensure the overall success of the branch
  • Volunteered at Centro Hispano as a guest speaker for their Caminos Finance Program and dedicated hours representing Park Bank for other various programs within the Centro Hispano organization
  • Partnered with schools such as Leopold Elementary as a Representative for Park Bank to help families in our Spanish speaking community
  • Apart of our Connections Committee at Park Bank Vamos
  • Bringing a non-profit organization, Project Respect on board to partner with Park Bank to collaborate on initiatives that address social issues within our community and to help provide financial support for them to expand their programs and services to individuals within our community.

Bilingual Teller

UW Credit Union Madison East
Madison
03.2021 - 05.2022
  • Overseeing multiple transactions in a fast-paced environment, often seeing around 6000 to 7000 walk ins daily and having little to no variations during this time
  • Opportunity to be the first to learn our new software system and train staff at other locations on daily functionality
  • Worked collaboratively within the branch to deliver customer experience and achieve overall business objectives
  • Actively worked to support operational activities (e.g
  • Inventory management, escalated service requests, auditing branch files, following up on member referrals, opening and closing activities)
  • Applied my knowledge of financial literacy to support the needs of our Spanish speaking clients and community.

Sales Associate

Sun Tan City
Fitchburg, WI
11.2018 - 11.2021
  • Building rapport with our clients to establish trust and to understand their needs so I could effectively make the best recommendations
  • Additionally, informing clients about any potential risks associated with using some of our services to demonstrate transparency and help build trust
  • Operating autonomously without the need for managerial assistance
  • This required me to have a high level of self-reliance and organizational skills
  • This included managing daily operations, handling client inquiries and transactions, and making decisions to drive business success
  • Working on a commission basis added an additional layer of motivation and accountability to meet sales targets
  • This required a proactive approach to identifying opportunities, closing deals, and maximizing revenue.

Mentor

Intentional Mentoring
Madison, WI
09.2018 - 09.2019
  • Provided one-on-one assistance to students with homework assignments, helping to understand concepts, and reinforce learning objectives
  • Serving as a positive role model and mentor to at-risk youth by offering encouragement, guidance, and support beyond academic assistance
  • Building trusting relationships to empower them to overcome challenges and reach their fullest potential
  • Providing a safe and supportive environment where children could feel comfortable expressing themselves and discuss any challenges
  • Offering empathy, understanding and encouragement was required to help them navigate any difficult circumstances and build resilience.

Server/Bartender

Great Dane Fitchburg
Fitchburg
07.2014 - 11.2018
  • Providing exceptional service to guests by ensuring their needs were met throughout their dining experience
  • Having a thorough understanding of the menu and making informed recommendations to guests based on their preferences
  • Identifying opportunities to upsell menu items or promote specials to enhance guest satisfaction and increase sales
  • This requires persuasive communication skills and a proactive approach to suggest additional items
  • Overseeing multiple tasks and tables simultaneously, including during peak dining hours while maintaining efficiency and attention to detail
  • (e.g
  • Taking orders, delivering food and beverages promptly, and processing payments efficiently.) Working closely with kitchen staff and other front of house staff to ensure smooth and coordinated service
  • Communicating effectively with colleagues to coordinate orders, address guest requests and resolve any issues that arise
  • Ability to adapt to changing circumstances and handle unexpected challenges and manage rush periods effectively.

Education

Associates degree -

Madison Technical College
05.2020

Skills

  • Proficient in Microsoft Office (Word, Excel, and PowerPoint)
  • Solid interpersonal and communication skills to develop rapport with diverse populations
  • Proficient in Clients’ Needs Assessment

References

  • Jose Vera Perez, Park Bank Assistant Vice President – Market Manager, (920) 268-8076, jperez@parkbank.com
  • Rebecca Unverzagt, Former Park Bank Manager, (608) 419-8809
  • John McCluskey, Administration for Intentional Mentoring, (608) 514-6785

Timeline

Bilingual Relationship Banker

Park Bank Verona
05.2022 - Current

Bilingual Teller

UW Credit Union Madison East
03.2021 - 05.2022

Sales Associate

Sun Tan City
11.2018 - 11.2021

Mentor

Intentional Mentoring
09.2018 - 09.2019

Server/Bartender

Great Dane Fitchburg
07.2014 - 11.2018

Associates degree -

Madison Technical College

Similar Profiles

CREATE PROFILE
Ofelia Johnson Vera