Yarubza Lallave
Naples,FL
Summary
Results-oriented Financial Center Manager known for high productivity and efficient task completion. Specialize in strategic financial planning, risk management, and client relationship building. Excel in leadership, communication, and problem-solving skills, ensuring successful team performance and exceptional customer service. Earned President Circle Award for 2023 and 2024 among top company performers.
Overview
12
12
years of professional experience
Work History
Financial Center Manager III
Fifth Third Bank
Naples, FL
12.2025 - 09.2026
- Supported banker team in delivering strong customer service and meeting client financial needs.
- Created and carried out plans to improve financial center profitability.
- Reviewed financial statements to spot trends and improve branch operations.
- Trained staff on banking products, services, and procedures to improve efficiency.
- Checked employee performance against goals and objectives.
- Prepared monthly reports on operational results, including customer satisfaction, deposit growth trends, and sales goals met or missed.
- Helped business development through cold calling and networking to grow customer base.
- Worked well with consumer and small business customers with revenue under $1MM.
- Closed small business loans under $1MM revenue and referred higher-revenue leads to correct channel.
- Used consultative sales process to identify customer financial needs and recommend suitable solutions.
- Understands how to build integrated book of business strategy where all customers through all channels receive financial needs assessment (FNA) and match with best banker for ongoing support.
- Sources, develops, coaches, and leads team that supports core values and business strategies.
- Builds one bank culture through active collaboration with business partners.
- Takes part in activities that support communities served.
- Completed regular audits of branch records to find improvement opportunities and potential risks.
- Built long-term customer relationships through proactive outreach, including seminars and promotional events.
Financial Center Manager II
Fifth Third Bank
Naples, FL
07.2024 - 12.2025
- Managed daily operations and staff scheduling for financial center efficiency.
- Supervised training programs for new team members and ongoing employee development.
- Engaged in business development activities such as cold calling prospective clients, attending networking events, in order to increase customer base.
- Managed the daily operations of a financial center, including staffing, customer service, sales and marketing activities.
- Conducted performance reviews for branch personnel in order to assess individual contributions and provide feedback on areas requiring further development.
Financial Center Manager I
Fifth Third Bank
Naples FL
10.2022 - 07.2024
- Led team in delivering exceptional customer service and support.
- Managed daily operations of financial center to ensure smooth workflow.
- Developed and implemented policies to improve operational efficiency.
- Fostered a positive work environment through team-building activities.
- Resolved customer complaints in a timely manner while maintaining a high level of professionalism.
Personal Banker 2
Fifth Third Bank
Naples FL
02.2020 - 10.2022
- Processed loan applications and conducted credit assessments.
- Educated customers on bank products and services.
- Developed strong relationships with clients to enhance satisfaction.
- Collaborated with team members to improve branch operations.
- Resolved customer issues efficiently and professionally.
- Cross-sold banking products such as credit cards, loans and investments.
Personal Banker 1
Fifth Third Bank
Naples FL
07.2017 - 02.2020
- Educated clients on digital banking tools and services offered by the bank.
- Collaborated with team members to enhance customer service experiences.
- Provided customer service to clients, including answering questions and resolving issues.
- Cross-sold banking products such as credit cards, loans and investments.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Processed daily cash transactions accurately and efficiently.
- Managed vault inventory and ensured proper cash levels maintained.
Store Manager
Metro PCSInc
Naples, FL
07.2014 - 07.2017
- Managed daily store operations to ensure smooth customer experiences.
- Trained and supervised staff to improve service quality and efficiency.
- Conducted daily store operations, including opening and closing procedures and cash handling.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Oversaw inventory management to maintain stock levels and organization.
- Analyzed sales trends to adjust merchandising strategies effectively.
- Conducted staff meetings to communicate goals and company policies.
- Conducted detailed inventory audits to ensure accuracy and compliance.
Education
Some College (No Degree) - Auxiliary Accountant
IAFIC
Sincelejo, Colombia Skills
- Financial analysis
- Banking compliance
- Operational audits
- Operational reporting
- Client relationship management
- Relationship management
- Team development strategies
Accomplishments
- PRESIDENT CIRCLE 2023 top 4 Branch Bank wide, Performance Achievement
- PRESIDENT CIRCLE 2024 Top Performer Branch
REFERENCES
Rob Baluchi - Retail Executive Fifth Third Bank (859) 322-9003
Ilene Jarrell - Retail regional Manager Fifth Third Bank (216) 870-1291
John Desantis- Investment Executive Fifth Third Bank (239) 641-0287
Timeline
Financial Center Manager III
Fifth Third Bank
12.2025 - 09.2026
Financial Center Manager II
Fifth Third Bank
07.2024 - 12.2025
Financial Center Manager I
Fifth Third Bank
10.2022 - 07.2024
Personal Banker 2
Fifth Third Bank
02.2020 - 10.2022
Personal Banker 1
Fifth Third Bank
07.2017 - 02.2020
Store Manager
Metro PCSInc
07.2014 - 07.2017
Some College (No Degree) - Auxiliary Accountant
IAFIC