Overview
Work History
Education
Skills
Websites
Skills Certifications
Languages
Timeline
Generic

Yahira Peña

The Bronx,NY

Overview

8
8
years of professional experience

Work History

Data Analyst

Horizon Media
05.2023 - Current
  • Utilized data visualization tools to effectively communicate business insights.
  • Analyzed data to identify root causes of problems and recommend corrective actions.
  • Created dashboards to monitor and track key performance indicators.
  • Generated standard and custom reports to provide insights into business performance.
  • Generated ad-hoc reports to evaluate specific business requirements.

Associate Banker-Market Expansion

JP Morgan Chase
01.2022 - 04.2023
  • Increased daily services involving customer profiles through 'customer assist' from 20% to 60%
  • Assisted and facilitated mobile and online tools for over 100 customers for a better banking experience
  • Implemented company culture and values leading to an improved Branch Overall Satisfaction score of >90%.

Personal Banker

JP Morgan Chase
09.2019 - 12.2021
  • Initiated helping with the closure of the safe-deposit boxes which resulted in 92% being close by the project deadline
  • Utilize Excel to track account statues during the safe deposit closure project
  • Completed 200+ client calls a month to increase awareness of services to an eligible client
  • Conducted 12+ client meetings to discover financial needs and tailored products and recommendations.

Teller

JP Morgan Chase
02.2018 - 08.2019
  • Assisted 20 to 40 clients daily with transactions with close attention to detail
  • Vault Custodian: order cash at least twice a week, balance weekly, and maintained a balance of $350,000
  • Selected to be trained as a Personal Banker in recognition of quality referrals, product knowledge, and customer service skills.

Team Lead

Teavana
07.2017 - 01.2018
  • Completed a daily report documenting the sales and cash flow of the store with daily revenue up to $3,500
  • Utilized foot traffic data to extract insights on how to allocate resources to increase conversion rate
  • Oversee the team and ensure a positive customer service experience.

Team Member

Teavana
04.2016 - 06.2017
  • Met daily sales quota, ranging from $200 to $1200
  • Completed daily business financial quality assurance at the close of business by balancing cash register
  • Learned processes to make 10 menu items and the ability to adapt to unique customer request.

Education

Data Analytics Apprentice -

COOP
New York, NY

Bachelor of Science in Accounting -

CUNY Lehman College
Bronx, NY

Skills

  • Report Writing
  • Data Formatting
  • Data Visualization and Presentations
  • Data Cleaning
  • KPI Tracking
  • Cash Handling
  • Vault Monitoring
  • Customer Relationship Building
  • Teamwork and Collaboration
  • Reliable and Responsible
  • Attention to Detail

Skills Certifications

Google Data Analytics, Microsoft Excel (incl. pivot tables, vlookup), SQL, Tableau, Google Analytics, Teamwork, Adaptability, Resourcefulness, Dependability, Empathy, English (native), Spanish (native), Italian (conversational)

Languages

Spanish
Native or Bilingual

Timeline

Data Analyst

Horizon Media
05.2023 - Current

Associate Banker-Market Expansion

JP Morgan Chase
01.2022 - 04.2023

Personal Banker

JP Morgan Chase
09.2019 - 12.2021

Teller

JP Morgan Chase
02.2018 - 08.2019

Team Lead

Teavana
07.2017 - 01.2018

Team Member

Teavana
04.2016 - 06.2017

Data Analytics Apprentice -

COOP

Bachelor of Science in Accounting -

CUNY Lehman College

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Yahira Peña