Yoleiba Jenner
Dacula,GA
Summary
Financial advisor committed to helping clients meet financial goals with over 12 years of experience in customer service in different industries. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Merrill Lynch
11.2022 - Current
- Developed and maintained strong relationships, analyzing financial needs and developing tailored strategies to meet goals and maximize client satisfaction.
- Monitored and updated financial plans to meet client goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Lead morning business brief for the financial center to educate and motivate teammates to deliver world class service for clients while thriving in a goal oriented culture.
Relationship Banker
Bank Of America
11.2020 - 11.2022
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge to provide client with the best solutions for their unique needs.
- Exceeded quarterly expectations for sales and balance growth for up to 50% on a regular basis.
- Coordinated operational tasks along teammates to insure efficiency and compliance.
Education
BBA - Business Administration And Management
Universidad Alonso De Ojeda
Zulia, Venezuela.Skills
- Excellent interpersonal skills
- Client Engagement and satisfaction
- Strategic Financial Planning
- Performance Tracking and Evaluations
Certification
Series 7
Series 66
Timeline
Financial Solutions Advisor
Merrill Lynch
11.2022 - Current
Relationship Banker
Bank Of America
11.2020 - 11.2022
BBA - Business Administration And Management
Universidad Alonso De Ojeda
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