YOSUE DIAZ POMALES
Ocala
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
Work History
Senior Relationship Banker
PNC Bank
Ocala, FL
04.2019 - Current
- Cultivated and maintained strong client relationships to enhance customer satisfaction and loyalty.
- Led team in cross-selling bank products, increasing product adoption among existing clients.
- Analyzed client financial needs to provide tailored banking solutions and services.
- Mentored junior bankers, providing guidance on client interactions and service excellence.
Client Service Representative
Bank of America
09.2015 - 11.2017
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Processed sales referrals and promoted bank services and products, resulting in branch sales increase.
- Educated clients on financial products and services to promote informed decision-making.
Department Manager
Walmart Supercenter
07.2007 - 12.2015
- Oversaw daily operations to ensure compliance with company policies and procedures.
- Managed inventory levels, optimizing stock availability and reducing shrinkage.
- Led team in achieving sales targets through effective merchandising strategies.
- Analyzed sales data to identify trends, driving strategic decision-making process.
Education
High School Diploma -
Dunnellon High School
Dunnellon, FL06.2006
Skills
- Cash flow analysis
- Cross-selling techniques
- Relationship building and management
- Wealth management
- Credit risk assessment
- Complex Problem-solving
LANGUAGES
Spanish - Native or Bilingual
English - Native or Bilingual
Timeline
Senior Relationship Banker
PNC Bank
04.2019 - Current
Client Service Representative
Bank of America
09.2015 - 11.2017
Department Manager
Walmart Supercenter
07.2007 - 12.2015
High School Diploma -
Dunnellon High School