YASHAIRA PACHECO
Financial Consultant
Troy,NY
Summary
Conscientious Financial Wellness Consultant with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of loan p options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
5
5
years of professional experience
Work History
Financial Wellness Consultant
KeyBank, Corp
11.2021 - Current
- Attend regular status meetings to stay on track with goals
- Navigate through Workday to process purchases, log hours worked and career opportunities
- Provided outstanding customer service to all clients
- Offered Financial Reviews to 100% of the clients engaged with on teller line, ultimately leading to an almost 10% increase in client relationships
- Use data to analyze the needs of our clients depending on location and meet their needs accordingly
- Encourage the use of the mobile app for all banking needs
- Increased client experience by 8% in one month
- Perform financial wellness reviews for current and prospective clients to understand their needs better
- Create a detailed project work plan to conduct successful consultations/interviews
- Review client accounts and contact clients to thank them for banking with KeyBank and offer products that will benefit them
- Assist clients in applying for loans and credit cards.
Call Center Rep
Charter Communications
09.2020 - 07.2021
- Handled 60-80 inbound calls daily and resolved questions and concerns
- Ability to verbally communicate in Spanish would increase the number of calls received and decrease the calls transferred
- Maintained a 90% customer satisfaction level through practical solutions and problem-solving strategies
- Maintained an average handle time of under 5 minutes per call, with a transfer rate of under 10%, while maintaining a high customer satisfaction rate
- Highly organized and kept track of every call through company systems
- Took notes of all client’s inquiries and the steps taken to ensure satisfaction
- Increased productivity by using multiple software to help clients understand each plan, its policies, and its benefits
- Received proper workforce development assistance through supervisors and mentors.
Retail Banker
Woodforest National Bank
11.2019 - 09.2020
- Assisted clients with loan and credit card applications
- Worked with management on strategies to meet the branch’s goals
- Provided clients with excellent customer service answering all inquiries
- Opened consumer and business accounts to meet branch goals
- Marketed accounts and benefits to prospective clients.
Supervisor
Skyloft Restaurant & Music Venue
04.2019 - 04.2020
- Supervised a team of 6-7 employees to ensure an efficient work environment
- Managed customer communications with current and prospective clients and VIP reservations for the music hall
- Marketed events daily to increase attendance in future events
- Properly distributed nightly tips between employees based on their hours.
Assistant Manager
Kids For Less
11.2018 - 04.2019
- Responsible for scheduling six employees
- Hold status Keep a planner with each employee’s schedule, PTO, and vacation days to create the most up-to-date schedule
- Meetings with all employees to address productivity, sales, and possible schedule changes
- Report directly to District Manager via phone and email weekly with sales numbers and a work plan to increase revenue
- Recorded delivery of inventory shipment.
Assistant Manager
The Walking Company
04.2018 - 11.2018
- Performed routine cash drawer audits to maintain compliance
- Knowledgeable of inventory and accordingly pitched products based on client’s needs
- Supervised and trained junior employees and ensure schedules were up-to-date and relevant
- Coordinated inventory shipping and received such inventory to stock store based on visual merchandise requirements
- Attended status meetings with other Assistants and District managers to create plans to increase sales tactics.
Education
Bachelor of Science - Accounting, Forensics and Fraud Examination
Southern New Hampshire University
Skills
- Strong Organization Skills
- Detail Oriented
- Microsoft Office
- Client Relationship
- Risk Assessment
- Financial Management and Reporting
Languages
Spanish
Native or Bilingual
English
Timeline
Financial Wellness Consultant
KeyBank, Corp
11.2021 - Current
Call Center Rep
Charter Communications
09.2020 - 07.2021
Retail Banker
Woodforest National Bank
11.2019 - 09.2020
Supervisor
Skyloft Restaurant & Music Venue
04.2019 - 04.2020
Assistant Manager
Kids For Less
11.2018 - 04.2019
Assistant Manager
The Walking Company
04.2018 - 11.2018
Bachelor of Science - Accounting, Forensics and Fraud Examination
Southern New Hampshire University
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