Y L E N C O R O N A

• Received cash and checks for deposit by verifying amounts and examining checks for endorsement
• Engaged patrons to assist and educate customers on conducting simple transactions through self-service technologies
• Researched and resolved customer issues on personal savings, checking and lines of credit accounts
• Maintained current knowledge of financial regulations and general banking practices to comply with industry standards
• Worked with customers to build and deepen relationships by uncovering financial needs and recommending best products and services for needs
• Increased personal revenue contribution to branch by cross-selling products to clients via lobby and outbound calls
• Connected customers to appropriate teammate to help achieve financial goals
• Assisted in customer satisfaction and retention by successfully researching and resolving customer issues
• Walked each customer through the procedure to apply for their desired service

Managed a portfolio of variety of clients, providing personalized financial advice and banking services.

• Conducted thorough assessments of client financial profiles to determine appropriate banking products.

• Assisted clients with loan applications, mortgage processes, and investment opportunities.

• Achieved a 100 increase in client satisfaction by implementing efficient service practices.

collaborate with other professionals And partners to develop a client's financial roadmap.

build relationships with the clients and maintain compliance with financial industry regulations.

educate clients about financial topics, such as budgeting, saving,

• acting in the best interests of my clients, disclosed any potential conflicts of interest, and provide advice that aligns with the client's goals and financial situation.

Generate new business via direct warm transfer customers to the right partner

I’m also the back up leader and bank officer and I am responsible to assume the responsibilities of the primary leader in his absence, effectively maintaining operations and decision-making continuity, especially during critical situations includes delegating tasks, making critical decisions, and communicating with team members

• Analyzed customers' financial information to deliver personalized account guidance.
• Maintained in-depth product and service knowledge for well-informed customer advice.
• Cultivated strong customer relationships by providing tailored advice and services.

• Responsibilities include processing account transactions effectively and maintaining a cash drawer
• Listening intently to solve customer concerns and escalating issues as needed
• Supervising and training team members
• Supporting staff by approving/overseeing transactions as needed as well as assisting with balancing
• Promoted products or services to each customer to consistently achieve sales targets
• Executed customer transactions, including deposits, withdrawals, money orders and checks
• Conferred with customers each day to maintain current understanding of needs and preferences, resolve issues and promote brand loyalty
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success
• Handled escalated customer concerns from teller staff to maintain business and restore bank loyalty
• Signed off on large deposits and withdrawals in accordance with internal policies and legal requirements
• Trained tellers and other personnel on parameters of policy changes, new software and new equipment utilization
• Trained new tellers in account updating, money handling and security procedures
• Helped balance vault, ATM and teller drawers to meet strict accuracy standards
• Assisted customers with questions related to accounts such as IRAs and money markets
• Served as first point of contact for clients, creating positive first impressions through friendly and expert customer service
• Developed relationships with customers, suggested suitable bank services and met banking needs
• Met sales quotas consistently by discussing bank products with customers
• Ordered appropriate supply of cash each day to meet expected demands
• Prepared work schedules for team, keeping all shifts properly staffed
• Maximized performance by monitoring daily activities and mentoring team members.
• Maintained professional, organized, and safe environment for employees and patrons.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Led hiring, onboarding and training of new hires to fulfill business requirements.
• Helped team members maintain business professionalism by coaching each on methods for delivering exceptional service to every customer.

• Responsibilities included rapidly and efficiently preparing ATM cash and change orders
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
• Organized stock and maintained the teller window
• Monitored customer behaviors and upheld strict protocols to prevent theft of assets
• Counted cash drawers and made bank deposits
• Maintained balancing record with 100 % rate of accuracy
• Managed new employee orientation training process for more than 13 employees each year
• Led daily, weekly and monthly coaching, counseling and feedback sessions

• Responsibilities included facilitating inter-departmental communication to effectively provide customer support
• Updated Customer orders from start to finish in an accurate and timely manner
• Scheduled staff shifts to cover peaks and lulls in customer inquiries
• Developing highly empathetic client relationships
• Conferred with sales teams and team leaders to communicate targets, boost revenue and improve promotional strategies
• Exceeded team goals and collaborated with staff members to implement customer service initiatives
• Initiated investigations into complex or sensitive complaints, identifying solutions swiftly and to customer satisfaction