Yuleisy Vargas
North Port,FL
Summary
Relationship Banker Team Lead with 15+ years experience in banking and finance. Proven track record of building strong client relationships, surpassing sales goals, and providing top-notch customer service. Excellent bilingual communicator adept at pinpointing financial needs and providing customized solutions. Committed in utilizing leadership skills and banking expertise to boost branch’s productivity and support team success.
Overview
27
27
years of professional experience
Work History
Relationship Banker Team Lead
Regions Bank
07.2022 - Current
- Supervised daily branch operations, provided performance feedback, and ensured adherence to bank policies and procedures.
- Led branch sales initiatives by coaching staff on needs-based selling and product knowledge collaborating with branch team members to achieve sales targets.
- Oversaw scheduling, workflow, and task delegation to ensure efficient branch performance.
- Ensured compliance with regulatory requirements, audit standards, and risk protocols.
- Approved transactions, account maintenance, and overrides while minimizing errors and losses.
- Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
- Generated revenue growth by successfully opening personal and business accounts, investment accounts, closing deals on loans, lines of credit, and other banking products.
- Processed customer service requests and resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
- Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
Universal Banker
Truist Bank
09.2019 - 07.2022
- Assisted in guidance and cross-training other staff members during bank's 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
03.2013 - 09.2019
Sales and Service Specialist
Bank of America
02.1999 - 02.2013
- Facilitated new transactions by opening checking, savings, money market, and CD accounts with online banking access.
- Handled cash transactions including check cashing, deposits, and withdrawals while ensuring accuracy within assigned limits.
- Supported branch operations through strict adherence to federal and state regulations alongside bank policies.
- Ensured precision in daily transaction reports, swiftly addressing discrepancies to maintain accounting integrity.
- Guided customers on a variety of banking products and services for informed financial choices.
Education
High School Diploma -
Miami Springs Senior High
Miami Springs Fl06-1998
Skills
- Bilingual (English/Spanish)
- Team Leadership & Staff Development
- Strategic Problem-Solving
- Customer Experience Excellence
- Compliance & Risk Management
- Relationship Building & Client Retention
- Sales Coaching & Cross-Selling Expertise
- Goal-Driven & Results-Oriented
- Effective Verbal & Written Communication
- Integrity Accountability & Professionalism
Accomplishments
- Recognized by company's leadership for consistently achieving sales goals and for ranking at the top of the performance rating scale in relationship to my peers, contributing significantly to the branch's success.
- Earned Banking License within six months at Regions. Built a strong portfolio by selling annuities and developing trustedrelationships with high-value clients
Timeline
Relationship Banker Team Lead
Regions Bank
07.2022 - Current
Universal Banker
Truist Bank
09.2019 - 07.2022
Office Assistant
United In Love Ministries
03.2013 - 09.2019
Sales and Service Specialist
Bank of America
02.1999 - 02.2013
High School Diploma -
Miami Springs Senior High