Yasmin Barjivalez
Long Beach,CA
Summary
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
11
11
years of professional experience
Work History
Associate Personal Banker
Wells Fargo, NA
05.2023 - Current
- Executed wire transfers, stop payments and account transfers.
- Assisted customers with setting up or closing accounts, completing loan applications, signing up for new services and reviewing their financial goals in accordance with Discover Needs tool.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Networked to increase client base and encourage existing clients to expand financial portfolios using Suggested Opportunities.
Teller
Wells Fargo, NA
04.2019 - 05.2023
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash bus limits according to current BOS.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations and referrals in accordance to customer segmentation guidelines.
Customer Advocate
Speedy Cash
01.2018 - 03.2019
- Developed and maintained strong customer relationships by promptly addressing and resolving customer concerns.
- Provided exceptional customer service to high-volume customer base, resolving issues, answering inquiries and providing product information.
- Documented customer concerns and inquiry resolutions in internal computer system.
- Responded proactively and positively to rapid change.
Supervisor
M Cafe De Chaya
04.2013 - 12.2017
- Monitored workflow to improve employee time management and increase productivity.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
- Generated reports detailing findings and recommendations on a nightly basis at the end of the work day.
- Gathered, organized and input information into digital database, including sales, loss & profit and produce/food ordering costs for the day.
- Observed packing operations to verify conformance to specifications, including a nightly personal delivery of a 30-day cleanse program.
Education
High School Diploma -
John C. Fremont Senior High School
Los Angeles, CASkills
- Spanish Fluency
- Customer Service
- Client Acquisition and Retention
- Financial Product Knowledge
- Fraud Detection
Timeline
Associate Personal Banker
Wells Fargo, NA
05.2023 - Current
Teller
Wells Fargo, NA
04.2019 - 05.2023
Customer Advocate
Speedy Cash
01.2018 - 03.2019
Supervisor
M Cafe De Chaya
04.2013 - 12.2017
High School Diploma -
John C. Fremont Senior High School
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