Yuleisy Vargas
North Port,FL
Summary
Goal-oriented Universal Banker having over twelve years of banking experience with a strong aptitude in building and deepening relationships. Providing personalized reliable banking advice, service and financial solutions. Seeking to take next career step as a Financial Relationship Consultant at Regions Bank.
Overview
21
21
years of professional experience
Work History
Universal Banker
BB&T Now Truist
Port Charlotte, FL
09.2019 - Current
- Provided remarkable customer service through all customer interactions, opening new accounts, processing credit card applications, problem resolution, transaction processing
- Displayed knowledge and proficiency in referring products and services and assisted tellers uncover conversation opportunities to deepen client relationship
- Responsible for administering vault cash flow, ordering necessary cash and shipping out any excess and supplying teller's cashbox demands
- Assisted in guidance and cross-training of other staff members during bank's recent merger
- Ensured compliance with operational, risk, security and audit procedures and policies
- Identified customer financial needs through in-person efforts, phone calls, referrals while providing strong product knowledge and quality service
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
Office Assistant
United In Love Ministries
Port Charlotte, FL
03.2013 - 09.2019
- Interacted with personnel professionally by phone, email or in-person to provide information and direct to desired staff members
- Assumed treasurer responsibilities when absent (counting and preparing bank deposits accurately and in timely manner)
- Coordinated, scheduled and arranged meeting and travel calendars, including ministerial and social events.
- Processed payments and document account changes for financial accuracy and transparency.
- Tracked and record team expenses and reconcile accounts to maintain accurate, current and compliant financial records.
- Stored and retrieved files to enhance daily operations and support congregation's needs.
- Operated office machines, such as photocopiers and scanners, facsimile machines and personal computers
- Remained solutions-oriented in face of complex problems to assist management and overall congregation's direction.
Senior Teller/Sales Service Specialist
Bank Of America
Miami, FL
11.2001 - 03.2013
- Provided excellent customer service greeting each customer in a friendly and courteous manner, showing respect, enthusiasm and interest
- Assisted customers with setting up or closing personal and business accounts, applying for credit cards, sending wire transfers and signing up for new services
- Coordinated daily cash reconciliation in high-volume location
- Assisted and guided less experienced tellers and provided overrides for different transactions
- Executed customer transactions, including deposits, loan payments, withdrawals, money orders and checks, foreign currency exchange, night deposits and bond redemption
- Maintained balancing record with 100% rate of accuracy
- Promoted products or services to each customer to consistently achieve sales targets
- Adhered to bank's safety and security regulations and guidelines
Education
High School Diploma -
Miami Springs Senior High
Miami Springs Fl06.2008
Skills
- Bilingual
- Analytical and mathematical skills
- Balancing accuracy
- Leadership skills
- Banking knowledge of products and services
- Attention to detail
- Team-player
- Great grammar skills
- Computer skills
- Time management skills
- Eager to learn
- Goal oriented
- Communication skills
- Conflict resolution
- Enthusiastic
Accomplishments
- Repeatedly prevented fraudulent activity and was recognized by leadership for saving the bank thousands of dollars
- Consistently recognized by Truist Bank leadership for scoring with excellence in "Voice of the Client"
- Compensated for achieving referral and sales goals
- Received recognition for 100% balancing accuracy
Languages
Spanish
Timeline
Universal Banker
BB&T Now Truist
09.2019 - Current
Office Assistant
United In Love Ministries
03.2013 - 09.2019
Senior Teller/Sales Service Specialist
Bank Of America
11.2001 - 03.2013
High School Diploma -
Miami Springs Senior High
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