Summary
Overview
Work History
Education
Skills
References
Certification
Languages
Timeline
Generic

Yarlene Rivera Serrano

Reisterstown,MD

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Seeking and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Relationship Banker

PNC Bank, N.A
01.2024 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Verified customer identity and reviewed documentation for accuracy.
  • Tracked and processed customer account requests and applications.
  • Explained account terms and conditions to customers.

Branch Banker Sr.

PNC Bank N.A
08.2023 - 01.2024
  • Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
  • Submitting of client documents to legal department for review
  • Conducting virtual meetings and appointments with clients and partners using Microsoft teams
  • Demonstrating personal accountability to fix and/or escalate customer issues
  • Understanding and complying with applicable laws, regulations, policies & procedures
  • Complete loan application and closing documents for personal and Home Equity.
  • Achieved performance goals regularly by monitoring progress towards sales targets and implementing strategies to maximize branch revenue generation.
  • Strengthened client relationships, offering tailored financial advice to meet individual needs.
  • Mentored junior bankers, fostering professional growth and development through coaching sessions.

Universal Branch Banker

PNC Bank N.A
01.2021 - 08.2023
  • Create customer loyalty through assisting clients with their financial needs as well as providing financial solutions
  • Navigated and coached the adoption of the new technology system by being one of the Edge Champions
  • Identified customer desires and goals through needs-based sales tactics.
  • Support UBS and management through coaching and training of new hires
  • Review reporting of sales performance to monitor which areas needed improvement and adjust activities
  • Pull reporting such as rolling 12 (teller shortage/overage report) and Safe deposit box delinquent reports
  • Fraud prevention
  • Reduced teller error rates through thorough training programs focused on accuracy when handling cash transactions.
  • Recognized as I-LEAD by Example level 1.
  • Mentored junior bankers, fostering professional growth and development through coaching sessions.
  • Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
  • Helped customers prepare documents required to complete transactions and process requests.
  • Opened new accounts and made changes to existing accounts.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Teller

PNC Bank N.A
01.2020 - 01.2021
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Responsible for answering phones and communicating with customers
  • Accurately collected transactions and provided financial solutions for clients
  • Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
  • Developed product knowledge and utilized the referral system to assist clients with their banking needs
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • ATM balancing and supervisor back up
  • First-line of defense for fraud.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Handled complex transactions such as foreign currency exchanges with accuracy and efficiency.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.

Store Manager

2nd Ave LLC.
04.2017 - 03.2019


  • Managed financial aspects of store operations, including budget planning, expense tracking, and accurate record-keeping to maintain fiscal responsibility.
  • Submitting documents to HR concerning any employee relations.
  • Coordinating seasonal floor plans.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Review of invoice and submit to Accounts payable.
  • Severe Weather planning.
  • Coordinating product deliveries with our logistics partners.
  • Strategic planning to meet set goals and budgets.
  • Maximized sales by creating innovative visual merchandising displays and store layouts.
  • Assisted with hiring, training and mentoring new staff members.
  • Conduct weekly meetings with teams
  • Helped with the roll out of any new projects or systems.
  • Fostered a positive work environment by cultivating strong relationships between team members through team-building activities and consistent recognition of individual achievements.

Store Manager

2nd Ave LLC.
08.2016 - 04.2017
  • Managed financial aspects of store operations, including budget planning, expense tracking, and accurate record-keeping to maintain fiscal responsibility.
  • Submitting documents to HR concerning any employee relations.
  • Coordinating seasonal floor plans.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Review of invoice and submit to Accounts payable.
  • Severe Weather planning.
  • Coordinating product deliveries with our logistics partners.
  • Strategic planning to meet set goals and budgets.
  • Maximized sales by creating innovative visual merchandising displays and store layouts.
  • Assisted with hiring, training and mentoring new staff members.
  • Conduct weekly meetings with teams
  • Helped with the roll out of any new projects or systems.
  • Fostered a positive work environment by cultivating strong relationships between team members through team-building activities and consistent recognition of individual achievements.

MIT

2nd Ave LLC.
06.2016 - 08.2016
  • Trained one on one with other store managers at their locations in the company
  • Also covered a store Managers vacation for 2 weeks in which I was tested to run the store on my own.

Customer Service Manager

2nd Ave LLC.
01.2013 - 06.2016
  • Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
  • Cash Management
  • Conducted regular performance evaluations for team members, identifying areas for improvement and creating targeted action plans.
  • Payroll
  • I-9 Verifies
  • Employee Scheduling
  • Customer Relations
  • Direct contact with HR concerning FMLA, ADA, Workers Comp
  • Incident reports
  • Conduct Audits
  • Supply ordering
  • Submit maintenance work orders.

Front-End Supervisor

2nd Ave LLC.
04.2012 - 01.2013
  • Maintained a clean and organized front-end area to ensure a pleasant shopping experience for customers.
  • Enforced the company standards and rules with cashier teams
  • Managed customer returns and exchanges efficiently, ensuring a smooth process for both customers and employees.
  • Monitored cashier performance metrics to identify areas for improvement and implement corrective actions as needed.
  • Monitored cash drawers in 12 checkout stations to verify adequate cash supply.
  • Informed management of any employee or customer issue
  • Streamlined checkout processes for increased efficiency, resulting in shorter wait times for customers.
  • Participated in regular meetings with upper management to discuss front-end performance metrics.

Cashier

2nd Ave LLC.
06.2011 - 04.2012
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
  • Answered questions about store policies and addressed customer concerns.
  • Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.

Education

Bachelor of Science - Business Administration

Purdue Gobal University
05.2027

Associate of Science - Business Management

Prince Georges Community College
Largo, MD
06.2016

High School Diploma -

Jasper High School
Jasper, IN
05.2011

Skills

  • Relationship building and management
  • Customer Service-Oriented
  • Financial Services
  • Creative Thinking
  • Problem solving
  • Leadership
  • Financial Planning
  • Business Development
  • Cash Handling
  • Budgeting
  • Critical thinking

References

Upon Request

Certification

  • CNP - Certified Notary Public

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Relationship Banker

PNC Bank, N.A
01.2024 - Current

Branch Banker Sr.

PNC Bank N.A
08.2023 - 01.2024

Universal Branch Banker

PNC Bank N.A
01.2021 - 08.2023

Teller

PNC Bank N.A
01.2020 - 01.2021

Store Manager

2nd Ave LLC.
04.2017 - 03.2019

Store Manager

2nd Ave LLC.
08.2016 - 04.2017

MIT

2nd Ave LLC.
06.2016 - 08.2016

Customer Service Manager

2nd Ave LLC.
01.2013 - 06.2016

Front-End Supervisor

2nd Ave LLC.
04.2012 - 01.2013

Cashier

2nd Ave LLC.
06.2011 - 04.2012

Bachelor of Science - Business Administration

Purdue Gobal University

Associate of Science - Business Management

Prince Georges Community College

High School Diploma -

Jasper High School
  • CNP - Certified Notary Public
Yarlene Rivera Serrano