Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Yulissa Soto-Perez

Topeka,KS

Summary

Dynamic Personal Banking Officer with a proven track record at Corefirst Bank & Trust, enhancing customer satisfaction through effective relationship management and proactive issue resolution. Skilled in loan processing and cross-selling financial products, I consistently drive sales growth while fostering loyalty and trust among clients.

Overview

6
6
years of professional experience

Work History

Personal Banking Officer

Corefirst Bank & Trust
11.2021 - Current
  • Ability to quickly adapt to changes
  • Proficient use of Microsoft computer applications
  • Enhanced customer satisfaction by proactively addressing and resolving banking concerns.
  • Developed strong relationships with customers, leading to increased loyalty and repeat business.
  • Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Responded to customer inquiries regarding new accounts and account services.
  • Explained account terms and conditions to customers.
  • Tracked and processed customer account requests and applications.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Facilitated successful loan applications by meticulously reviewing borrower documentation and credit history.

Customer Service Representative

Speedy Cash Loans
05.2019 - 11.2020
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Contributed to sales growth by upselling products and services based on individual customer requirements.
  • Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Maintained up-to-date knowledge of product and service changes.
  • Educated customers about billing, payment processing and support policies and procedures.

Education

High School Diploma -

Hope Street
Topeka, KS
05.2019

Skills

  • Bilingual
  • Cross-selling products
  • Positive attitude
  • Customer service
  • Verbal and written communication
  • Cash handling
  • Relationship building
  • Account maintenance
  • Teller support
  • Loans
  • Teamwork
  • Multitasking
  • Problem-solving
  • Time management
  • Reliability
  • Critical thinking
  • Organizational skills
  • Decision-making
  • Sales experience
  • Task prioritization
  • Self motivation
  • Product knowledge
  • Goal setting
  • Professionalism
  • Continuous improvement

Languages

Spanish
English

Timeline

Personal Banking Officer

Corefirst Bank & Trust
11.2021 - Current

Customer Service Representative

Speedy Cash Loans
05.2019 - 11.2020

High School Diploma -

Hope Street

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Yulissa Soto-Perez