Yamil Valiente
Naples,FL
Summary
Experienced Relationship Banker adept in proactive customer engagement, sales growth, and collaboration. Proficient in financial solutions, compliance, and fostering informed decisions.
Overview
7
7
years of professional experience
Work History
Retail Relationship Banker/NMLS# 2456069
BMO Bank
01.2023 - Current
- Proactively engaged with existing customers and prospects, resulting in a 65% increase in customer loyalty and identifying over $13 million in immediate and future sales opportunities
- Conducted needs assessments for customers, leading to a 42% growth in sales of retail investments, lending solutions, and small business products
- Successfully collaborated with Manager, devising tailored strategies for local businesses to optimize cash flow and quality. Achieved improved customer satisfaction and increased business profitability.
Relationship Banker/Notary Public
Bank Of America
03.2020 - 12.2022
- Actively acquired, managed, and retained meaningful relationships with clients while offering solutions to help address their financial needs
- Consistently 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 $14 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
03.2019 - 12.2019
- Managed daily branch operations as Lead Teller, overseeing a high-volume of over 90 transactions per day, ensuring accuracy and compliance with Federal and State regulations
- Took proactive steps to enhance branch sales, effectively promoting bank services and products, resulting in a noticeable increase in branch sales
- Proactively worked with management to maximize effectiveness and efficiency through delegation of
responsibilities
Redemption Sr Specialist II- Bilingual
JPMorgan Chase Bank
09.2016 - 03.2019
- Offered alternative redemption paths, aligning terms with customer situations and bank objectives while demonstrating consultative approach
- Aligned with compliance teams for industry standards, ensuring legal redemption procedures
- Addressed customer inquiries and concerns with professionalism and sensitivity, fostering positive interactions and contributing to over 90% customer satisfaction rate
Education
Bachelor of Science - Software Development
Hodges University
Naples, FLSkills
- Bilingual: Spanish/English
- Microsoft Office/Excel
- Sales and Business Development
- Financial Analysis
- Risk Assessment
- Relationship Management
Timeline
Retail Relationship Banker/NMLS# 2456069
BMO Bank
01.2023 - Current
Relationship Banker/Notary Public
Bank Of America
03.2020 - 12.2022
Lead Teller
Wells Fargo
03.2019 - 12.2019
Redemption Sr Specialist II- Bilingual
JPMorgan Chase Bank
09.2016 - 03.2019
Bachelor of Science - Software Development
Hodges University
Similar Profiles
Alice CordonAlice Cordon
Sr. Treasury Advisor at BMO BankSr. Treasury Advisor at BMO Bank
Jayzaria ThomasJayzaria Thomas
Small Business Officer at BMO BankSmall Business Officer at BMO Bank
Faith-Ann LorenzanaFaith-Ann Lorenzana
Senior Retail Relationship Banker at BMO BankSenior Retail Relationship Banker at BMO Bank
Rafal ProkopRafal Prokop
Senior Vice President Premier Relationship Manager at BMO BankSenior Vice President Premier Relationship Manager at BMO Bank
Jeannette NorvillusJeannette Norvillus
CNA at Solaris HealthCare ImperialCNA at Solaris HealthCare Imperial