Yesenia Cisneros
Grant,UT
Summary
Proven financial strategist and adept communicator, I excelled at Mountain America Credit Union by enhancing client satisfaction and meeting sales targets through personalized advice and strong relationship building. Leveraging problem-solving aptitude and compliance adherence, I significantly contributed to operational excellence and risk mitigation.
Professional financial services expert with strong analytical and strategic planning skills. Proven track record in fostering team collaboration and driving results. Adept at managing client relationships, risk assessment, and regulatory compliance. Highly adaptable and reliable in dynamic environments.
Overview
19
19
years of professional experience
Work History
Senior Financial Services Representative
Mountain America Credit Union
12.2013 - 10.2024
- Assembled methods and procedures to improve financial department's policies and reported outcomes to operational supervisor.
- Enhanced client satisfaction by providing personalized financial advice and recommendations.
- Built strong relationships with clients, fostering trust and loyalty through exceptional service.
- Resolved client concerns promptly and professionally, maintaining a high level of customer satisfaction.
- Assisted branch operations supervisor with back-up oversight of teller operational duties.
- Leveraged excellent communication skills to present complex financial information in an accessible manner, enabling clients to make informed decisions.
- Supervised front line associates modeling cross-sell opportunities and engagement strategies.
- Worked closely with compliance teams to ensure all transactions adhered to relevant legal guidelines, mitigating potential risks.
- Monitored market trends and informed members of opportunities to improve financial situation and meet financial goals.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Prepared contracts and related documentation according to strict standards.
- Facilitated productive conversations between clients and internal departments, streamlining communication channels for smoother operations.
- Consistently met or exceeded sales targets, contributing significantly to the team''s overall success.
- Verified effective use of referrals across organization for new business development.
Department Manager
McDonald's Restaurant
06.2005 - 01.2014
- Oversaw inventory management processes, maintaining optimal stock levels while minimizing waste and losses due to shrinkage or obsolescence.
- Collaborated with other departments to ensure seamless coordination in achieving company-wide objectives.
- Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
- Maintained a professional work environment by addressing conflicts proactively and fostering open communication among staff members.
- Established clear performance expectations for staff members which led to increased accountability.
- Evaluated employee performance fairly and accurately, rewarding hard work while addressing areas needing improvement.
- Optimized scheduling practices to ensure adequate staffing during peak business hours without sacrificing employee satisfaction or budgetary constraints.
- Assisted in talent acquisition efforts, hiring top candidates to strengthen the department''s capabilities.
Education
High School Diploma -
Grantsville High School
Grantsville05-2007
Skills
- Debt management
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Detail Oriented
- Adaptability
- Compliance adherence
- Cross selling
- Communication Skills
- Problem-solving aptitude
Languages
Spanish
Native or Bilingual
Timeline
Senior Financial Services Representative
Mountain America Credit Union
12.2013 - 10.2024
Department Manager
McDonald's Restaurant
06.2005 - 01.2014
High School Diploma -
Grantsville High School
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