Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Yahlisia Mcdowell

Jacksonville,Florida

Summary

Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and maintain integrity. Adept at understanding customer needs to recommend appropriate products. Dynamic and attentive. A professional that specializes in customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.

Overview

7
7
years of professional experience

Work History

Personal Banker

PNC Bank
06.2022 - Current
  • Manage client bank accounts, including opening and closing accounts and overseeing transactions
  • Process deposits, payments, and loans
  • Recommend and explain banking services and products to clients based on their needs
  • Present and cross-sell bank services and products existing and prospective clients
  • Resolve client queries and complaints
  • Perform administrative and clerical duties, such as data entry and filing when necessary
  • Followed up with customers to gather feedback and provide additional assistance.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Made 20+ inbound calls per day
  • Was one of top sales performers for Quarter 2 and 3

Assistant Manager

TC Wings LLC
01.2017 - 07.2020
  • Assisted General Manager in managing operations and staff of restaurant, including proper execution of all company policies and procedures
  • Ensure compliance with all federal, state, and local laws and ethical business practices
  • Discuss leadership, management, and development of employees
  • Train, monitor, and reinforce food safety procedures to
  • Shift Supervisors and Crew Members
  • Finding, hiring, and developing team members, shift leads, conducting new hire orientation, and developing training plans for each new hire
  • Resolving conflict in timely manner
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Responsible for scheduling and deploying team correctly, addressing performance issues and managing restaurant’s budget and financial plans
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs
  • Helped with planning schedules and delegating assignments to meet coverage and service demands

Education

Associate of Arts - Accounting

Purdue Global
Jacksonville
05.2024

Skills

  • Problem-Solving
  • Interpersonal Communication
  • Revenue Growth
  • Training and Development
  • Branch Operations
  • Personal Coaching
  • Client Interactions
  • Partnering and Relationships
  • Sell Services
  • Client Development and Retention
  • Account Verification and Reconciliation
  • Data Integrity

Additional Information

  • Professional references available upon request

Timeline

Personal Banker

PNC Bank
06.2022 - Current

Assistant Manager

TC Wings LLC
01.2017 - 07.2020

Associate of Arts - Accounting

Purdue Global

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Yahlisia Mcdowell