Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Yaxlli Chavoya

Milwaukee,WI

Summary

Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management and documentation skills. Ready to bring 3 years' experience in related roles. Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Motivated and enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with bank regulations and best practices. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Relationship Banker

Associated Bank
Hales Corners, WI
04.2023 - Current
  • Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Built long-term relationships with customers by providing personalized service and support.
  • Prepared loan documents for review and approval by bank management.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.
  • Processed customer requests for withdrawals or transfers from existing accounts.
  • Developed promotional strategies to attract new customers to the bank's products and services.
  • Educated clients about various banking products available at the institution.
  • Attended meetings with other bankers to discuss best practices related to relationship building.
  • Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Modified, opened and closed customer accounts.
  • Processed maintenance, operations and correspondence for new and existing accounts.
  • Participated in training and mentoring of new associates, assisting with onboarding
  • Passed panel certification to be able to open new accounts.
  • Offered credit cards to customers as well as hit monthly goals regarding credit cards.
  • Bank at Work coordinator, outbound account opening for local business and their employers.

Bank Teller

landmark credit union
Milwaukee, WI
06.2021 - 04.2023
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Maintained confidentiality of bank records, transactions and customer information.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Cross-sold bank products such as savings accounts and credit cards to existing clients.
  • Performed cash handling duties including counting currency, coins and checks.
  • Balanced teller drawers regularly throughout the day according to established procedures.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.
  • Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
  • Provided assistance to other tellers during peak business hours as needed.
  • Processed loan payments by verifying funds availability prior to disbursing funds.
  • Assisted customers with basic technical issues related to digital banking platforms.
  • Resolved customer disputes promptly in accordance with bank policies and procedures.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Reconciled cash and checks against computer records at end of shift.
  • Entered transactions into computer and issued customer receipts.
  • Explained bank services, financial products and applicable fees to customers.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
  • Trained employees on cash drawer operation.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Received mortgage and other loan payments, verifying payment dates and amounts due.
  • Prepared official checks for customer and internal bank needs.
  • Reported daily averages and shortages to operations department.
  • Transmitted orders to supply cash to meet daily needs.

Spanish Interpreter

R&C Consulting
Milwaukee, WI
04.2021 - 06.2021
  • Interpreted medical information accurately and effectively between Spanish-speaking patients and healthcare providers.
  • Assisted Spanish-speaking patients in understanding their diagnosis and treatment plans.
  • Translated medical documents from English to Spanish for patient records.
  • Facilitated conversations between doctors and patients by providing consecutive interpretation of dialogue.
  • Explained medical terminology in layman's terms for non-medical personnel in both English and Spanish languages.
  • Helped facilitate culturally appropriate care for Spanish speaking populations.
  • Supported nursing staff by interpreting instructions given by physicians to Hispanic patients.
  • Acted as a cultural bridge between providers and Spanish speaking families regarding health care decisions.
  • Empowered Hispanic communities through education on preventive measures related to health issues such as diabetes, cancer, hypertension.
  • Delivered real-time, accurate oral translations and interpretations for clients.

Garden Center Associate

Menards
Milwaukee, WI
10.2019 - 05.2021
  • Assisted customers with plant selection and purchase decisions.
  • Provided advice on how to care for plants and landscaping solutions.
  • Performed regular maintenance of the garden center, including watering, weeding, pruning, and fertilizing plants.
  • Organized and restocked shelves to ensure a neat, presentable display area.
  • Greeted customers upon arrival and provided assistance as needed.
  • Operated cash register to process customer payments accurately and efficiently.
  • Maintained cleanliness of the garden center by sweeping floors, emptying trash cans, cleaning windows.
  • Created signage for new products or promotions.
  • Processed incoming shipments of plants and other merchandise.
  • Documented inventory levels using software applications.
  • Ordered additional supplies as needed.
  • Responded to questions from customers regarding product availability or pricing.
  • Inspected plants for signs of disease or damage before sale.
  • Unloaded products from trucks and transported to appropriate garden center areas using pallet jacks and merchandiser wagon carts.
  • Answered telephone calls to provide information to customers about products in lawn and garden department.
  • Stocked shelves, racks and tables with new or transferred merchandise.
  • Itemized and totaled customer merchandise selection at checkout counter with cash register.
  • Watched for and recognized security risks and thefts to prevent or handle situations.

Education

High School Diploma -

Pius XI High School
Milwaukee, WI
05-2018

Bachelor of Arts - Criminology

Marquette University
Milwaukee, WI

Skills

  • Consumer Banking
  • Banking Relationship Management
  • Bank Services
  • Teller background
  • Cash Handling
  • Sales expertise
  • Community Relations
  • Bilingual Customer Advocacy
  • Spanish Fluency

Certification

  • NMLS certified
  • Loan closing certified.
  • Panel certified.

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Relationship Banker

Associated Bank
04.2023 - Current

Bank Teller

landmark credit union
06.2021 - 04.2023

Spanish Interpreter

R&C Consulting
04.2021 - 06.2021

Garden Center Associate

Menards
10.2019 - 05.2021

High School Diploma -

Pius XI High School

Bachelor of Arts - Criminology

Marquette University

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Yaxlli Chavoya