Yaimara Perez Vazquez
Summary
Professional at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers. Helpful when processing transactions, opening accounts and cross-selling bank services. Team player quick to assist tellers, managers and other staff with various needs to deliver outstanding service.
Overview
18
18
years of professional experience
Work History
Personal Banker
PNC Bank
Naples , FL
2024.10 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Organized and detail-oriented with a strong work ethic.
- Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.
- Managed deposits, withdrawals, loans, new accounts and wire transfers to process smooth banking transactions for clients.
Licensed Life Insurance Agent
Primerica Life Insurance Company
08.2023 - 08.2024
- Enhanced client satisfaction by providing personalized insurance recommendations based on individual needs and financial goals.
- Adhered to strict industry regulations and compliance requirements, ensuring the highest level of ethical conduct in all client interactions.
- Educated clients on the importance of life insurance as part of their overall financial planning strategy.
- Collaborated with team members to continuously improve sales processes, leading to increased productivity and efficiency.
- Cultivated strong relationships with underwriters to facilitate smooth policy issuance and expedited approvals for clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Maintained high standards of customer service by building relationships with clients.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
Financial Relationship Consultant (Banker)
Regions Bank
03.2022 - 07.2023
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Facilitated client meetings to discuss financial goals, assess risk tolerance, and present suitable investment options.
- Coordinated with internal departments such as credit analysis and underwriting to ensure smooth processing of loan applications.
- Identified cross-selling opportunities within existing client base, promoting additional products and services as appropriate.
- Managed a diverse portfolio of clients, maintaining strong relationships through regular communication.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Informed clients of strategies for reducing debt and maximizing savings.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Personal Banker
PNC Bank
08.2021 - 01.2022
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Financial Relationship Specialist
Regions Bank
05.2019 - 07.2021
- Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including teller activities such as deposits, withdrawals, payments, Wester Union and balancing.
- Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts, credit card applications, and perform account maintenance activities.
- Be responsible for the vault as custodian, to handle in dual control shipping money, at the same time managing the cash limit in the bank.
- Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.
- Refers customers to an internal team of experts when more complex financial goals and needs are recognized.
- Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs.
Customer Service Associate
Publix Super Market
02.2016 - 05.2019
- Developed and actualized customer service initiatives to decrease wait times.
- Conferred with customers about concerns with products or services to resolve problems and drive sales.
- Informed customers about special promotions and provided detailed information for various products.
- Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
Business Banking Associate
BANDEC
09.2006 - 07.2015
- Created financial models and analyzed financial statements.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Discussed financial options with clients and provided informed suggestions.
- Worked with clients and finance companies to find optimal solutions for financing.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Improved client satisfaction by providing efficient and knowledgeable assistance in business banking transactions.
Education
FLA Life And Annuity 214
Florida Department of Financial Services DFS
Fort Myers, FL09.2023
No Degree - Control And Prevention Against Corruption
National Center For Banking Improvement
La Havana, CUBA04.2008
Bachelor of Science - Accounting And Finance
Tomas Royo Polytechnic Institute
La Havana, CUBA01.2006
Skills
- Strong communication and customer focus
- Marketing experience with bank products/teller role/customer services
- Branch Operations
- Ability to speak Spanish fluently (I am able to translate if needed)
- Bank Services
- Banking Product Sales
- Cash Handling and Management
- Microsoft Access
- Daily Client Contact
- Sales Tactics
- Active Listening
- Cash Vault Auditing
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Personal Banker
PNC Bank
2024.10 - Current
Licensed Life Insurance Agent
Primerica Life Insurance Company
08.2023 - 08.2024
Financial Relationship Consultant (Banker)
Regions Bank
03.2022 - 07.2023
Personal Banker
PNC Bank
08.2021 - 01.2022
Financial Relationship Specialist
Regions Bank
05.2019 - 07.2021
Customer Service Associate
Publix Super Market
02.2016 - 05.2019
Business Banking Associate
BANDEC
09.2006 - 07.2015
FLA Life And Annuity 214
Florida Department of Financial Services DFS
No Degree - Control And Prevention Against Corruption
National Center For Banking Improvement
Bachelor of Science - Accounting And Finance
Tomas Royo Polytechnic Institute
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