Yadier Perez Alpizar
Miami
Summary
Dynamic banking professional with extensive experience at Wells Fargo, excelling in relationship management and customer service. Proven ability to leverage strong communication skills and financial product knowledge to enhance client satisfaction. Adept in data analysis using Excel, driving process improvements, and fostering trust to build lasting client relationships.
Overview
12
12
years of professional experience
Work History
Roving Personal Banker
Wells Fargo
Miami
05.2025 - Current
- Advise clients on financial services, trust, bonds, equities, and other financial products, while building long-term relationships.
- Utilize strong interpersonal communication skills during client interactions, increasing trust, and fostering lasting relationships.
- Open new accounts based on clients' financial needs, demonstrating strong product knowledge and customer service expertise.
- Support multiple branch locations, adapting quickly to different client needs, teams, and operational environments.
- Educated customers on financial products and services available.
Personal Banker
Wells Fargo Bank N.A.
Miami
01.2023 - 05.2025
- Advise clients on financial services, trusts, bonds, equities, and other financial products, while building long-term relationships.
- Utilize strong interpersonal communication skills during client interactions, resulting in increased trust, and fostering lasting relationships.
- Open new accounts based on clients' financial needs, demonstrating expertise in product knowledge and customer service.
- Assisted clients in selecting appropriate banking products and services.
OR Tech Assistant
Baptist Health SF
Miami
01.2022 - 01.2023
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude
- Greeted guests with friendliness and professionalism, enhancing patient experience
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel
- Collaborated closely with management to provide effective assistance for specific aspects of business operations
Customer Service Staff/Team Leader
Publix Supermarkets Inc.
01.2014 - 01.2022
- Maximized premier customer service, offering advice and assistance to customers with attention to special needs or wants
- Trained and led a team of customer service staff members, promoting efficiency and productivity
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise
Education
BBA - Finance
Florida International University
Miami, FL07-2026
Associate of Arts - Business Administration
Miami Dade College
01.2024
Skills
- Workday system
- Excel (pivot tables, formulas, data analysis)
- Enterprise Interface Builder (EIB)
- HR reporting and analytics
- Customer service and troubleshooting
- Communication and stakeholder engagement
- Problem solving and process improvement
- Relationship management
- Customer service
- Account management
- Product knowledge
- Verbal and written communication
Websites
Projects
Data Analytics and HR Systems Integration Project, Utilized Excel and Workday to analyze HR data and improve reporting efficiency, Implemented new processes that reduced data processing time by 25% Financial Planning Simulation, Developed a comprehensive financial plan for a mock client, incorporating investment strategies and risk management techniques, Presented findings to peers and received commendation for thorough analysis and clear communication
Languages
- Spanish
- English
Timeline
Roving Personal Banker
Wells Fargo
05.2025 - Current
Personal Banker
Wells Fargo Bank N.A.
01.2023 - 05.2025
OR Tech Assistant
Baptist Health SF
01.2022 - 01.2023
Customer Service Staff/Team Leader
Publix Supermarkets Inc.
01.2014 - 01.2022
BBA - Finance
Florida International University
Associate of Arts - Business Administration
Miami Dade College