Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Yulianela Mas

Yulianela Mas

Miami,FL

Summary

Versatile Teller knowledgeable about checking, savings and investment fund accounts and transactions. Skilled in assisting customers with accounts, transfers and banking product needs. Brings excellent communication skills combined with open and upbeat nature. Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management and documentation skills. Ready to bring 11 years' experience in related roles to a dynamic position at Wells Fargo. Friendly employee knowledgeable banking regulations and regulatory compliance. Offers great communication, collaboration and organizational skills. Talented business and customer relations professional with self-directed nature and analytical problem-solving abilities. Excellent project management, communication and planning abilities.

Overview

13
13
years of professional experience

Work History

Client Service Specialist

Banesco USA
12.2022 - Current
  • Provided knowledgeable service and support for all customer needs.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Accepted and processed payments, updated accounts and issued receipts.
  • Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
  • Responded to customer calls and emails to answer questions about products and services.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Collaborated with other departments to develop ways to increase customer satisfaction.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Prepared and submitted reports to keep management informed of sales activities and progress.
  • Communicated with clients regarding account services, statements, and balances.
  • Developed and implemented customer service policies and procedures to apply best practices and establish quality standards.
  • Offered personalized solutions to meet customer requirements and close sales.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Responded proactively and positively to rapid change.

Personal Banking Associate

Wells Fargo & Company
02.2012 - 12.2022
  • Completed daily cash balancing and operated ATMs.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Modified, opened and closed customer accounts.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Advised customers on bank products, services and financial planning options.
  • Verified amounts and integrity of every check or funds transfer.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Assisted customers by answering banking questions and recommending solutions.
  • Helped customers understand and use mobile applications and online banking.
  • Met with new clients and completed pre-qualification procedures.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.

Crew Team Member

Don Pan Bakery
01.2011 - 02.2012
  • Monitored task completion to meet company standards for performance.
  • Delegated daily tasks to team members to optimize group productivity.
  • Inspected food products for quality and consistency and reported concerns to cooks.
  • Resolved conflict according to company protocols.
  • Greeted customers and cultivated positive experiences in line with company standards.
  • Fielded hundreds of customer requests on daily basis varying in complexity and volume with urgency and professionalism.
  • Served food quickly for positive guest experiences.

Education

Immigration Forms Preparer

Immigration Learning A2Z
New York
01.2023

Personal And Business Tax Preparer -

Taxes University
United States
10.2022

Bachelor of Science -

Instituto Jose Ramon Arevalo
Venezuela
07.2005

Associates Degree In Economy -

Andres Lujan
Cuba
07.1998

Skills

  • Bank Sales
  • Prospect Calling
  • Product Promotion
  • New Account Setup
  • Teller Support
  • Relationship Building
  • Dual Control Vaults
  • Products and Services Knowledge
  • Business Development
  • Generating Referrals
  • Check Cashing and Withdrawals
  • Currency Exchanges
  • Account Closing Process
  • Opening Accounts

Languages

English
Full Professional
Spanish
Native or Bilingual

Timeline

Client Service Specialist

Banesco USA
12.2022 - Current

Personal Banking Associate

Wells Fargo & Company
02.2012 - 12.2022

Crew Team Member

Don Pan Bakery
01.2011 - 02.2012

Immigration Forms Preparer

Immigration Learning A2Z

Personal And Business Tax Preparer -

Taxes University

Bachelor of Science -

Instituto Jose Ramon Arevalo

Associates Degree In Economy -

Andres Lujan
Yulianela Mas