Summary
Overview
Work History
Education
Skills
Timeline

Yelena Dovba

Nixa,MO

Summary

Knowledgeable Business Banking Specialist offering determined and focused approach and proven to meet and exceed sales objectives. Good relationship-builder and problem-solver with excellent communication and organizational skills.

Offering 6 years of experience in field. Practiced negotiator and networker with positive mentality and strong critical thinking skills. Successful at promoting bank products and services to Small business customers. Well-versed in providing subject matter and technical knowledge to answer questions, resolve problems and overcome objections. Strategic planner with exceptional sales abilities. Achievements include improving sales, profit and service metrics through hands-on and proactive leadership of team members and strategic plans. Motivational and hardworking manager with expertise in service processes and marketing campaigns.

Overview

11
11
years of professional experience

Work History

Business Banking Specialist

Wells Fargo
Wasilla, AK
04.2016 - 06.2021
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Maintained up-to-date knowledge of competitors' products.
  • Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
  • Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Executed wire transfers, stop payments and account transfers.
  • Handled various accounting transactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Met with customers to assess needs and propose customized solutions.
  • Provided leadership and direction to grow team portfolio and increase revenue.
  • Delivered exceptional experience and maintained productive relationships with area small businesses.
  • Structured and finalized secured and unsecured loans.
  • Stayed up-to date with latest bank products and services for businesses.
  • Opened new accounts and made changes to existing accounts.
  • Helped customers prepare documents required to complete transactions and process requests.
  • Investigated and resolved account issues by offering applicable options to customers.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Identified customer desires and goals through needs-based sales tactics.
  • Supported tellers by processing transactions involving money orders, cashiers checks and payments.
  • Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
  • Consulted with financial advisors and traders to provide data and analysis of market trends, economic influences and business shifts affecting overall profitability.
  • Generated business and acquired new customers through diverse promotional, outreach and networking strategies

Personal Banker II

Wells Fargo
Wasilla, AK
05.2014 - 04.2016
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Expanded client base by promoting new financial products.
  • Achieved consistent recognition as top sales performer.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Performed vault duties to handle large deposits and distribute currency to coworkers.
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Presented new and additional products and services to existing customers.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.

Personal Banker

Wells Fargo
Wasilla, AK
01.2012 - 05.2014
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Opened, closed and updated accounts for customers.
  • Provided advice on different bank products and financial options.
  • Balanced teller drawers and ATM cash.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Checked accounts for fraud and provided law enforcement with relevant details.
  • Upheld stringent bank standards for loans, money handling and legal considerations.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Consulted on business packages and made personalized recommendations.
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Represented bank at community events to establish strong ties and promote business.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Developed tailored solutions to meet individual banking needs.
  • Produced and executed loan packages.
  • Networked with realtors and current clients to generate referrals.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Expanded client base by promoting new financial products.
  • Achieved consistent recognition as top sales performer.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Presented new and additional products and services to existing customers.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.

Lead Teller

Wells Fargo
Wasilla, AK
03.2011 - 01.2012
  • Identified potential needs through observation, questioning and listening.
  • Mentored newly hired team members on appropriate responses to patron questions.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Introduced customers to other bank team members to help meet financial needs.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Provided customers with appropriate literature on banking products and services.
  • Received car loan, home loan and other payments and posted to accounts.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Maintained friendly and professional customer interactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.
  • Handled various accounting transactions.
  • Received loan and utility payments, sending funds to correct destinations.

Teller

Wells Fargo
Wasilla, AK
10.2010 - 03.2011
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Educated customers on use of banking website and mobile apps.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Stocked supplies for customers and personal teller station.
  • Maintained friendly and professional customer interactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Received loan and utility payments, sending funds to correct destinations.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Education

Bachelor of Applied Arts - Seamstress

PTY , Dneprodgenrisk Ukraine
05.1992

High School Diploma -

School # 29, Dneprodzerginsk Ukraine
05.1989

Skills

  • Branch Management
  • Customer Needs Assessments
  • New Business Generation
  • Client Relationships
  • Revenue Growth
  • Acquiring New Customers
  • Customer Referrals
  • Customer Loyalty
  • Wire Transfer
  • Microsoft Access
  • Performance Goals
  • Customer Relationship Management
  • Effective Customer Communication

Timeline

Business Banking Specialist - Wells Fargo
04.2016 - 06.2021
Personal Banker II - Wells Fargo
05.2014 - 04.2016
Personal Banker - Wells Fargo
01.2012 - 05.2014
Lead Teller - Wells Fargo
03.2011 - 01.2012
Teller - Wells Fargo
10.2010 - 03.2011
PTY - Bachelor of Applied Arts, Seamstress
School # 29 - High School Diploma,

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Yelena Dovba