Yasmin Duarte
Summary
Dynamic professional with a proven track record at Wells Fargo N.A., excelling in relationship management and cross-selling products. Adept at enhancing customer satisfaction through personalized banking solutions and effective communication. Recognized for improving client engagement and maintaining compliance in all transactions, ensuring a seamless banking experience.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Personal Banker Officer
Wells Fargo N.A
09.2018 - Current
- Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
- Conducted financial reviews with clients, identifying opportunities for product upgrades or additional services.
- Improved customer satisfaction by providing personalized banking solutions and effectively addressing client concerns.
- Maintained compliance in all transactions, adhering to bank policies and regulatory requirements.
Residential Customer Service Representative
Xcel Energy
03.2016 - 10.2016
- Participated in cross-functional projects aimed at streamlining internal processes related to residential customer service operations.
- Maintained detailed records of customer interactions, tracking recurring issues for further analysis and resolution planning.
- Served as a liaison between field technicians and residential clients, coordinating appointments for maintenance or installations.
- Maintained up-to-date knowledge of products and services, enabling accurate information dissemination to customers.
- Reduced wait times by efficiently managing high call volumes during peak hours.
- Handled complex customer complaints, working towards mutually beneficial resolutions while maintaining professionalism.
Waitress
La Fiesta Grande
05.2011 - 03.2016
- Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
- Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
- Maintained clean and welcoming dining environment, ensuring a positive guest experience.
- Remained calm and poised when dealing with difficult customers or during busy shifts.
Education
High School Diploma -
Caprock High School
3001 E 34th Ave, Amarillo, TX 79103Skills
- Relationship management
- Portfolio management
- Loan processing
- Cross-selling products
Languages
Spanish
Native or Bilingual
Certification
- BRMP - Business Relationship Management Professional
Timeline
Personal Banker Officer
Wells Fargo N.A
09.2018 - Current
Residential Customer Service Representative
Xcel Energy
03.2016 - 10.2016
Waitress
La Fiesta Grande
05.2011 - 03.2016
High School Diploma -
Caprock High School
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