Yasmin Palencia, MBA
Fontana,CA
Summary
Forward-thinking Relationship Banker bringing 6 years of expertise in retail banking. Cultivates rapport with individuals to optimize financial goals and output, resolve complex problems and deliver innovative improvement to achieve financial priorities Respectful with sharp focus on customer research and informed discussions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank Of America
03.2022 - Current
- Cultivate strong customer relationships by providing tailored advice and services.
- Resolve customer complaints and disputes to maintain retention and loyalty.
- Maintain flexible in-depth product and service knowledge for well-informed customer advice.
- Analyze customers' financial information to deliver personalized account guidance.
- Actively grow book of business through proactive outreach.
Client Service Representative
Bank Of America
10.2016 - 03.2022
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Complied with established internal controls and policies.
- Teller operations supervisor, asset control and risk mitigation up to $100k per transaction.
Education
MBA - Finance
University of California, Riverside
Riverside, CA06.2023
Bachelor of Arts - Finance
California State University of San Bernardino
San Bernardino, CA12.2018
Skills
- Policy Development and Implementation
- Financial Advising
- Relationship Building and Management
- Recordkeeping Requirements
Certification
FINRA- Securities Industry Examination
Languages
Spanish
Timeline
Relationship Banker
Bank Of America
03.2022 - Current
Client Service Representative
Bank Of America
10.2016 - 03.2022
MBA - Finance
University of California, Riverside
Bachelor of Arts - Finance
California State University of San Bernardino
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