Yamil H Valiente
Naples,FL
Summary
Results-oriented professional with extensive experience driving performance. Adept at handling a high volume workload and able to switch between languages with ease. Proven track record in client satisfaction. Ready to put all acquired Tech and Financial knowledge into practice to exceed business expectation and deepen client relations.
Overview
6
6
years of professional experience
Work History
Relationship Banker/Notary Public
Bank Of America
Marco Island, FL
03.2020 - Current
- Actively acquired, managed, and retained meaningful relationships with clients while offering solutions to help address their financial needs.
- Continually boosted branch production and revenue by 86% by consistently exceeding all monthly and quarterly sales goals whilst notarizing documents and identifying credentials for all parties involved.
- Reported over $7 million in investments referrals while successfully partnering with Financial Advisors and Lending Specialists.
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
Lead Teller
Wells Fargo
Naples, FL
03.2019 - 12.2019
- Processed sales referrals and promoted bank services and products, resulting in branch sales increase while successfully managing over 90 transactions per day.
- Proactively worked with management to maximize effectiveness and efficiency through delegation of responsibilities.
- Facilitated approval of transactions and deposit items while following Federal and State regulations.
Redemption Sr Specialist II- Bilingual
JPMorgan Chase Bank
Tampa, FL
02.2018 - 03.2019
- Engaged in interactive dialogue with delinquent customers while analyzing customer accounts to determine post repossession redemption options.
- Established communication with both internal and external customers and departments to facilitate redemption process.
- Projected high performance scores during QA evaluation by following Federal, State, and Internal regulations while reducing risks by 34%.
Auto Collections Specialist
JPMorgan Chase Bank N.A.
Tampa, FL
09.2016 - 02.2018
- Applied training and persuasive communication strategies to overcome objections.
- Used critical thinking to break down problems, evaluate solutions and make decisions to end delinquency.
- Received high performance and quality awards.
Education
Bachelor of Science - Software Development
Hodges University
Naples, FL06.2025
Certification - Financial Markets
Yale University
By Robert J. Shiller08.2021
Skills
- Financial Analysis
- Bilingual: Spanish and English
- Microsoft Office/Excel Proficiency
- Risk Assessment
- Relationship Management
- Knowledge of financial principles and practices
Timeline
Relationship Banker/Notary Public
Bank Of America
03.2020 - Current
Lead Teller
Wells Fargo
03.2019 - 12.2019
Redemption Sr Specialist II- Bilingual
JPMorgan Chase Bank
02.2018 - 03.2019
Auto Collections Specialist
JPMorgan Chase Bank N.A.
09.2016 - 02.2018
Bachelor of Science - Software Development
Hodges University
Certification - Financial Markets
Yale University
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