Yendi Acosta Register
Ladson,South Carolina
Summary
Bilingual, experienced, and educated professional with a history of success in all banking needs to help customers succeed financially.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banker
Chase
Mount Pleasant, SC, Charleston
05.2022 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
Service Manager
Wells Fargo Bank, N.A.
Easley, N.A. SC
01.2018 - Current
- Leads and serves a team as a role model by providing outstanding service and relationship building with our customers
- Mitigates risk and responsible for compliance to federal regulations and company procedures
- Hired, trained and supervised team of service staff members to meet business goals.
- Met with customers to discuss service needs and offer available solutions.
- Resolved customer complaints in professional and timely manner.
Personal Banker
Wells Fargo
Easley, SC
02.2016 - 01.2018
- Work Advocate- Managed community outreach, conducted financial education seminars
- Retention Team Member- Developed and implemented methods for improving onboarding, team member morale and engagement
- BCR Captain- Lead team in ensuring consistent compliance with policies, conducted year-round audit preparation activities
- Assist in hiring process, train and onboard all new hires
Lead Teller
Berea, SC
10.2015 - 02.2016
- Assisted, supported, and coached tellers on daily operations, sales, and customer service
- Assisted in hiring process, train and onboard all new hires
- Managed scheduling
Education
Skills
- Customer Satisfaction
- Financial Optimization
- Personal Coaching
- Financial Services
Certification
- Certified Notary
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker - Chase
05.2022 - Current
Service Manager - Wells Fargo Bank, N.A.
01.2018 - Current
Personal Banker - Wells Fargo
02.2016 - 01.2018
Lead Teller -
10.2015 - 02.2016
Greenville Technical College - ,