Summary
Overview
Work History
Skills
Accomplishments
Timeline
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YEYLIX MARTINEZ

Tampa,FL

Summary

Dynamic banking professional with a proven track record in team leadership, performance management, and enhancing customer experience within retail and small business banking sectors. Expertise in cultivating high-performing teams through targeted coaching, structured routines, and innovative engagement strategies that boost productivity and ensure compliance. Proficient in escalation management, risk mitigation, and process improvement to deliver consistent, high-quality service. Renowned for promoting collaboration across teams, driving strategic initiatives, and aligning with enterprise goals through a commitment to integrity, accountability, and exceptional execution.

Overview

8
8
years of professional experience

Work History

Interim Team Manager

Bank of America
03.2023 - Current
  • Evaluated employee performance and coached team members, increasing quality of work and employee motivation.
  • Led employee relations through effective communication, coaching, training, and development.
  • Evaluated employee performance and coached and trained team members, increasing quality of work and employee motivation.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Established team priorities, maintained schedules and monitored performance.
  • Assisted in organizing and overseeing assignments to drive operational excellence.

Small Business Consultant

Bank of America
04.2021 - 03.2023
  • Delivered tailored solutions to small business clients to meet operational goals.
  • Supported the Small Business Tampa site with training and complaint handling initiatives.
  • Coordinated skills practice sessions and peer coaching to drive consistency and client satisfaction.

Small Business Advanced Specialist

Bank of America
09.2020 - 03.2021
  • Assisted small business clients with funding, payments, and technical support needs.
  • Investigated and resolved discrepancies in client accounts and documentation.
  • Delivered guidance on banking products and risk requirements.
  • Facilitated skill sessions and one-on-one training to improve associate performance.

Small Business Inbound Specialist

Bank of America
05.2018 - 09.2020
  • Educated clients on financial products and services while identifying opportunities to meet business needs.
  • Processed transactions and resolved inquiries to enhance customer satisfaction.
  • Conducted call reviews to coach peers on best practices and compliance standards.

Skills

  • Bilingual: English & Spanish
  • Team Leadership & Coaching
  • Performance Management
  • Risk & Compliance Execution
  • Performance & Escalation Management
  • Customer Experience Excellence
  • Root Cause Resolution
  • Case Review & Reporting
  • Strategic Problem Solving

Accomplishments

  • Officer Title
  • Top Performer Recognition
  • On-the-Job Training Coach Certified
  • Mentor for New Hires & BRFS Membership Program
  • Office Member – Organizational Effectiveness Council & Small Business and CML Influencers Council
  • Colleague Help Membership Program

Timeline

Interim Team Manager

Bank of America
03.2023 - Current

Small Business Consultant

Bank of America
04.2021 - 03.2023

Small Business Advanced Specialist

Bank of America
09.2020 - 03.2021

Small Business Inbound Specialist

Bank of America
05.2018 - 09.2020
YEYLIX MARTINEZ