Yolotli Acosta
Streamwood,IL
Summary
Experienced personal banker with a strong banking background, demonstrating a successful track record in identifying, assessing, and mitigating operational and financial risks. Currently holds the highest rating at Citi, achieving outstanding financial performance and client franchise with a rating of 1. Additionally, consistently exceeds expectations in risk & control and leadership with a rating of 2. Instrumental in ensuring branch compliance and assisting with regulatory tasks on a daily, weekly, and monthly basis. Trusted as the designated officer in charge in the absence of the branch manager.
Overview
7
7
years of professional experience
Work History
Personal Banker
CITIBANK
03.2023 - Current
- I exercised a calculated and methodical approach to problem solving
- While I am independently motivated, I appreciate collective efforts and collaborate productively within group settings
- Moreover, I am competent at data entry and banking with proficiency in process improvement
- Contributed to positive business results through effective organization, prioritization and follow-through of key organizational projects
- Knowledgeable about anti-money laundering procedures, know your customer (KYC) policies, and other regulatory requirements
- I have a strong understanding of financial regulations
- Conducted examinations of internal control procedures in bank branch, trust, securities, and business accounts
Lead Concierge
CITIBANK
06.2019 - 03.2023
- Experienced banking professional committed to providing leadership for team members and driving business performance
- Dedicated to customer satisfaction by providing consultative expertise and meeting sales targets
- Trustworthy individual trained in bank procedures and branch support within industry regulations and asset protection strategies
- Enthusiastic and motivated to grow in the banking industry, focused on understanding compliance and audit procedures
- Excellent client experience and able to multitask
Lead Teller
CITIBANK
03.2018 - 06.2019
- Responsible for executing day-to-day banking activities, including the delivery of client facing services and processing transactions, effectively managing any client issues/concerns, escalating as needed
- Utilizing banking knowledge to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions with products and services offered
- Manage cash supply for the branch, processing incoming/outgoing cash deposits, and maintaining branch vault cash
- Execute daily, weekly and monthly operational tasks, inspections and correspondence with virtual branch support
- Appropriately assessing risk when business decisions are made and managing control issues with transparency
Education
undefined
WILBUR WRIGHT COMMUNITY COLLEGE
01.2010
High School - undefined
WELLS COMMUNITY ACADEMY HIGH SCHOOL
01.2009
Skills
- Management support
- Customer service
- Critical thinking
- Policies and procedures
- Problem solving
- Proficient in Microsoft Suites
- Sales
- Excellent communication
- Staff management
- Quick thinker
- Adaptability
- Fluent in Spanish
Timeline
Personal Banker
CITIBANK
03.2023 - Current
Lead Concierge
CITIBANK
06.2019 - 03.2023
Lead Teller
CITIBANK
03.2018 - 06.2019
undefined
WILBUR WRIGHT COMMUNITY COLLEGE
High School - undefined
WELLS COMMUNITY ACADEMY HIGH SCHOOL