Yadier Perez Alpizar
Miami,Florida
Summary
Accomplished professional with a strong background in customer service, finance, management, and sales. Proven ability to enhance customer satisfaction and drive revenue growth through effective relationship management. Strong financial skills in budgeting and analysis, with proficiency in Microsoft Office Suite, particularly Excel for data analysis. Committed to delivering exceptional value and fostering team collaboration.
Overview
11
11
years of professional experience
Work History
Associate Personal Banker
Wells Fargo Bank
11.2023 - Current
- Advising clients on financial services, trust, bonds, equities, and other financial products while building a longer relationship
- Listened to and understanding clients' needs, and building and maintaining long-term relationships
- Advised customers with basic request related to opening new accounts based on client's financial needs
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
OR Tech Assistant
Baptist Health South Florida South Florida
03.2022 - 11.2023
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
- Greeted guests in with friendliness and professionalism.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Cleaned and maintained vehicle and assessed vehicle for damage after each shift.
Customer Service Staff/Team Leader
Publix Supermarkets Inc
02.2014 - 03.2022
- Looked over at a team of more than 25 employees with different roles assuring customers needs and service was of highest standards
- Maximized premier customer service, offer advice and assistance to customers, paying attention to special needs or wants
- Trained a team of 7 customer service staff members, promoting efficiency and productivity
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
Education
Bachelor of Business Administration - Finance
Florida International University (FIU)
Miami, FL05.2026
Associate in Arts - Business Administration
Miami Dade College
Miami, Florida05.2024
Skills
- Microsoft Office
- Relationship Building
- Customer Service
- Customer Focus
- Verbal/Written Communication
- Organization Skills
- Adaptability
Timeline
Associate Personal Banker
Wells Fargo Bank
11.2023 - Current
OR Tech Assistant
Baptist Health South Florida South Florida
03.2022 - 11.2023
Customer Service Staff/Team Leader
Publix Supermarkets Inc
02.2014 - 03.2022
Associate in Arts - Business Administration
Miami Dade College
Bachelor of Business Administration - Finance
Florida International University (FIU)
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Frederick TulayFrederick Tulay
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)
Taylor VegaTaylor Vega
Teller at Wells Fargo BankTeller at Wells Fargo Bank
RAFAEL VAZQUEZRAFAEL VAZQUEZ
Senior Account Manager - Supply Chain Solutions at International Logistics SolutionsSenior Account Manager - Supply Chain Solutions at International Logistics Solutions