Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Yailin Rosario

Cape Coral,FL

Summary

Financial professional with over 10 years of experience in Banking, Sales and Customer service. Excellent reputation for resolving problems and improving customer satisfaction.

Passionate and determined to build market presence and market share. Expert in building relationships with a broad range of personalities and cultures in a variety of business environments. Innovative, personable, and articulate with strong written and verbal communication skills.

Dedicated Banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

14
14
years of professional experience

Work History

Interim Market Leader

Bank Of America
11.2022 - Current
  • Supported the Fort Myers-Cape Coral Market and Sarasota Market in interim capacity.
  • Developed and executed strategic plans for business growth, resulting in increased market share while i lead the market.
  • Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
  • Maintained team flexibility and embraced change to adapt within dynamic markets.
  • Analyzed data trends to inform decision making processes, leading to more informed choices for future actions.
  • Increased market share by developing and implementing strategic marketing plans.
  • Championed creative problem-solving techniques within the team, leading them towards developing innovative solutions addressing current issues/challenges faced by the organization.
  • Strengthened brand reputation through consistent messaging and adherence to company values.
  • Fostered a culture of continuous improvement by encouraging team members to seek out opportunities for personal and professional growth.
  • Formulated well-defined action plan to reduce variability across the market and drive responsible growth.

Financial Center Manager

Bank Of America
10.2020 - 11.2022
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Supervise and coach teammates on the p roper execution of financial center key initiates while role modeling the desired behaviors and skills to ensure a consistent positive customer experience through the eyes of the customer.
  • Drive Sales metrics throughout the market by ensuring credible coaching is being conducted to execute behaviors and processes in place. Drive and motivate teammates and associates to meet expectations around business needs.
  • Provide coaching, tips, suggestions and role play if necessary to maximize product knowledge around the market. Conduct one on one sessions with associates who need a better understanding around expected behaviors.
  • Follow established processes and guidelines in daily activities to do what is right for clients and the bank adhering to policies, procedures, and regulatory banking requirements. Efficiently manage my time and capacity.
  • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. Can interpret performance results, find opportunities to drive success and hold others accountable to results Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
  • Communicates effectively and confidently, and is comfortable engaging all clients
  • Improved financial center performance by implementing effective sales strategies and staff training programs.
  • Increased client retention rates by delivering tailored financial advice and addressing individual needs promptly.

Relationship Manager

Bank Of America
05.2018 - 09.2020
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
  • Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.

Customer Service Center, Mgr 1

Comcast, Xfinity
01.2015 - 05.2018
  • Implemented process improvements that led to reduced hold times and higher first-call resolution rates.
  • Negotiated successful resolutions between customers and the company during disputes or disagreements.
  • Resolved customer complaints with empathy, resulting in improved satisfaction ratings.
  • Participated in cross-functional projects aimed at improving overall business operations and service delivery.
  • Ensure and provide the best customer experience to both external and internal clients ∙ Ensure Sales goals are met daily, monthly and quarterly by sales consultants by KPI reports ∙ Coach and Train team to better service and retain customers
  • All back end duties including Cash Management and Inventory Management ∙ Respond to customer escalations via Email, Corresponds or in person
  • Net Promoter System/Score advocate
  • Responsible for Sales and Equipment Audits monthly
  • Responsible for training all new staff and re-train current staff on new products and services ∙ Evaluates current processes, procedures, and overall efforts for

improvement and innovation

  • Motivates Representatives to achieve sales and compliance results;

conducts both routine and unscheduled store visits and audits.

Operations Consultant

Comcast, Xfinity
01.2014 - 12.2014
  • Adapted quickly to changing project priorities and job specifications with analytical thinking and task prioritization skills.
  • Ensure all sales and service metrics are achieved through daily supervision. ∙ Provide support and feedback to ensure that staff is update with training ∙ Lead and motivate the store team to increase sales and ensure efficiency ∙ Asses’ individuals and team performance
  • Streamlined communication channels to enhance cross-functional collaboration, resulting in faster decision making.
  • Ensure that we are providing a GREAT customer experience
  • Execute store policies and procedures
  • Maintain self and team motivation to drive the business
  • Keep up to date on all products and services offered

Sales Consultant

Comcast, Xfinity
01.2013 - 02.2014


  • Achieved dramatic sales increase by skillfully managing relationships and proactive sales approaches
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning
  • Demonstrated products to show potential customers benefits and advantages and encourage loan applications
  • Maintained up-to-date knowledge of competitor products and pricing in market served
  • Developed and executed sales presentations as well as both internal and external product training workshops for commercial realtors
  • Was recognized in the market meeting for one of SWFL top sellers for 2014. ∙ Credo Captain for Cape Office

Assistant Store Manager

Rainbow Apparel
01.2011 - 06.2012
  • Align with Store Manager while conducting daily operations, including but not limited to: ∙ Manage and process payroll
  • Manage and maintain on hand inventory
  • Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
  • Interview, select & train current and new sales staff
  • Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
  • Handle sales returns, complaints, conflicts between staff or with customers.
  • Loss Prevention audits and ensures that sales goals are met.
  • Keep track of current trends and styles for marketing, floor sets and inventory replenishment. ∙ Assist customers as needed in Spanish on sales floor to increase sales
  • Manage the register, trial balances, handle shortages, and check in shipment. ∙ Educate sales staff on selling technics, personalities and current fashions. ∙ Created and maintain reports and documentation
  • Upheld company’s policies and procedures
  • Day to day office management, phones, faxes, copies, etc.

Sales Consultant Representative

Rainbow Apparel
09.2010 - 01.2011
  • Increased sales revenue by implementing effective sales strategies and building strong client relationships.
  • Expanded the client base by identifying new opportunities.
  • Monthly Merchandize Changes
  • Stocking merchandise, and locating items for shoppers.
  • Control entry to fitting rooms and maintain store cleanliness.
  • Strong multitasking and organizational skills, outgoing personalities, and knowledge of current fashion trends.
  • Ringing up purchases and processing payments

Education

Some College (No Degree) - Cardiovascular Technology

Edison State Community College
Fort Myers, FL

Skills

  • Verbal and written communication
  • Analytical and Critical Thinking
  • Sound Judgment
  • Relationship Building
  • Operational Reporting
  • Customer Service-Oriented
  • Prioritizing and Planning
  • Risk Mindset
  • Team Building Practices
  • Productivity Improvements
  • Attention to Detail
  • Business and Operations Analysis
  • Staff Recruiting/Hiring
  • Expense Control
  • Continuous improvements
  • Strategic Planning
  • Influencing Others
  • Financial Acumen
  • Visionary Thinking
  • Process Improvement

Accomplishments

  • Market Leader development Program .
  • 2022 and 2023 SWFL Top Performer Line of business recipient.
  • HOLA Power of 10 Program graduate
  • Led the FCM Leadership Region Program Feb-April 2024.
  • Led the Chronic Circle of Excellence Region Project From August- November 2023
  • WFL FCM Mastery Development Program: From July of 2023 to Jan 2024
  • FCM Advisory Council Meeting Series Panelist - 2023
  • Executive Council Graduate 2022

Timeline

Interim Market Leader

Bank Of America
11.2022 - Current

Financial Center Manager

Bank Of America
10.2020 - 11.2022

Relationship Manager

Bank Of America
05.2018 - 09.2020

Customer Service Center, Mgr 1

Comcast, Xfinity
01.2015 - 05.2018

Operations Consultant

Comcast, Xfinity
01.2014 - 12.2014

Sales Consultant

Comcast, Xfinity
01.2013 - 02.2014

Assistant Store Manager

Rainbow Apparel
01.2011 - 06.2012

Sales Consultant Representative

Rainbow Apparel
09.2010 - 01.2011

Some College (No Degree) - Cardiovascular Technology

Edison State Community College
Yailin Rosario