Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline

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

Greenville Technical College, Greenville, SC

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 - ,
Yendi Acosta Register