Yolanda V. Baker
Conroe,TX
Summary
Qualified Senior Relationship Banker with strong background in managing client portfolios and providing personalized financial solutions. Successfully built and maintained long-term relationships with high-net-worth individuals and businesses. Demonstrated expertise in managing complex financial transactions and delivering exceptional customer service.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
Regions Bank
08.2022 - Current
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Manage approximately 30+ calls on cold calling weekly, 4-6 Greenprints and have accomplished my PE incentives last 4 quarters
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
- Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
- Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
- Analyzed customers' financial information to deliver personalized account guidance.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Adapted products and services to suit customers' changing financial circumstances.
- Educated customers on online banking and mobile banking applications.
- Monitored and verified suspicious activity on customer accounts.
- Processed applications for new accounts.
- Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
- Referred customers to other banking departments for specialized services.
Licensed Service Assistant/ Office Manager
Raymond Vitek- NYL Agent
01.2017 - 08.2022
- Managed approximately 30 incoming calls, emails and faxes per day from customers
- Maintained a clean and organized work area, contributing to an efficient and professional atmosphere within the department.
- Resolved client inquiries and issues, maintaining a high level of professionalism and courtesy.
- Collaborated with cross-functional teams to deliver comprehensive solutions for clients.
- Enhanced overall customer experience with prompt attention to detail and diligent follow-up on pending tasks.
- Developed strong relationships with customers through exceptional communication skills, leading to increased loyalty and repeat business.
- Supported company growth by consistently meeting or exceeding performance targets within the department.
- Improved customer satisfaction by providing timely and efficient service assistance.
- Ensured compliance with company policies and industry regulations, protecting both clients'' interests and the organization''s reputation.
- Increased sales by offering personalized recommendations based on customer needs.
Life Insurance Coordinator/ Administrative Assistant
The Menard Financial Group
01.2012 - 01.2014
- As a financial planning group, we developed a comprehensive plan to focus on a particular area of concern: wealth preservation, estate planning, business strategies, risk management and retirement planning. Develop customized presentations to be used to introduce new products and solutions
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
- Reviewed clients’ current life insurance and retirement plans and compared with new products
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Policy delivery and collect premium
- Managed approximately 30 incoming calls, emails and faxes per day from customers
Licensed Service Assistant
Insurance Agent/ Robert D Chrisman & Associates
08.2005 - 08.2012
- Answered, screened, and transferred inbound phone calls when needed and provided basic information to new clients and existing clients. Managed approximately 30 incoming calls, emails and faxes per day from customers
- General clerical duties including photocopying, fax, scanning and mailing
- Prepared agendas for meetings and prepared schedules
- Managed office supplies including when necessary
- Develop customized presentations to be used to introduce new products and solutions
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
- Seek out new clients and develop clientele by cold calling and other techniques to find new customers and generate lists of prospective clients
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans
- Call on policyholders to deliver and explain policy, as well as to analyze insurance program and suggest additions or changes
Education
No Degree - Insurance License
Thompson Prometric
Houston, Texas01-2025
ACS- Associate - Customer Service
NYLIC University
Oklahoma City, OK01.2005
Skills
- Cash flow analysis
- Loan origination
- Reliable and responsible
- Customer service excellence
- Cash handling
- Customer Service-oriented
- Policy development and implementation
- Financial services
- Loans
- Financial advising
- Teamwork and collaboration
- Customer service
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved my PE quote quarterly as well ranked a 95.5 on 360
Professional Development
- Project Management for Executive Assistants
- MS Office for Professional Staff
- Keyboarding and Document Formatting
- Communication Skills for Executive Assistants
- Professional Office Procedures
- Microsoft Office Specialist (MOS),2007
- Microsoft Excel
Certification
- Certified Anti-Money Laundering Specialist (CAMS) - Association of Certified Anti-Money Laundering Specialists.
- Cybersecurity Fundamentals for Bankers Certificate– SANS Institute or equivalent cybersecurity education providers.
Languages
Spanish
Native or Bilingual
Timeline
Senior Relationship Banker
Regions Bank
08.2022 - Current
Licensed Service Assistant/ Office Manager
Raymond Vitek- NYL Agent
01.2017 - 08.2022
Life Insurance Coordinator/ Administrative Assistant
The Menard Financial Group
01.2012 - 01.2014
Licensed Service Assistant
Insurance Agent/ Robert D Chrisman & Associates
08.2005 - 08.2012
ACS- Associate - Customer Service
NYLIC University
- Certified Anti-Money Laundering Specialist (CAMS) - Association of Certified Anti-Money Laundering Specialists.
- Cybersecurity Fundamentals for Bankers Certificate– SANS Institute or equivalent cybersecurity education providers.
No Degree - Insurance License
Thompson Prometric
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