Yolanda Saucedo
Nashville,TN
Summary
E.L.L.A. - Entrepreneur Latina Leaders of America
Board Treasurer 2022 - current
Member of the Tennessee Latin Chamber of Commerce
Overview
18
18
years of professional experience
Work History
Cluster Leader / Small Business Banker /Vice President
Truist And Predecessor
02.2016 - 12.2023
- Lead sales and service performance within multiple retail branches, focusing on driving results, enhancing overall relationships, profitability, and generating revenue. Drove lending production 300% to target goal. Maintained high productivity and company leading employee engagement scores.
- Grow assigned business relationships using Consultative Relationship Business Process.
- Execute on prospecting activities to grow business households. As well as engage in heavy networking activity effectively to build brand awareness.
- Offer a full range of loan, deposit, and non interest income services to new and existing business households.
- Refer business and personal financial needs of business clients through appropriate channels.
Branch Relationship Banker
Truist And Predecessor BB&T
03.2012 - 02.2016
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Made introductions to partners to help meet customer's broader financial needs.
- Explained and demonstrated self-service mobile options to customers.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
Area Operations Officer
Truist And Predecessor BB&T
03.2006 - 06.2010
- Conduct weekly, monthly, and semi annual audits on day to day branch operational practices.
- Coach teammates on operational deficiencies in order to minimize risk to the bank, clients, and shareholders.
- Lead weekly client service meetings to optimize the client experience.
- Investigate fraud transactions and support preventative coaching across the market.
Education
Business Administration
Robert Morris University - Illinois
Chicago, ILSkills
- Small business Banking
- Retail Banking
- Leadership & Team Engagement
- Client relationship Management
- Business Development
- Operational Excellence
- Rebuild teams by recruiting and training top talent, create a culture of accountability to retail and small business client service fundamentals
- Elevate service practices to drive growth and retention
Languages
Spanish
Native or Bilingual
Timeline
Cluster Leader / Small Business Banker /Vice President
Truist And Predecessor
02.2016 - 12.2023
Branch Relationship Banker
Truist And Predecessor BB&T
03.2012 - 02.2016
Area Operations Officer
Truist And Predecessor BB&T
03.2006 - 06.2010
Business Administration
Robert Morris University - Illinois