Summary
Overview
Work History
Education
Skills
LANGUAGE
Timeline
Generic

Yunely Alfonso

Aventura,FL

Summary

Experienced and results-driven financial professional seeking management opportunity that will effectively utilize all management acquired skills and abilities. Extensive in-depth knowledge of financial policies and procedures, relationship management, sales, and team management skills. Offering 14+ years of related management experience as follows

Overview

16
16
years of professional experience

Work History

Branch Manager

Popular Bank
08.2024 - Current


  • Overall responsibility for the financial and operational performance of the Branch..
  • Responsible for the interviewing, hiring, performance evaluation, and disciplinary action for the staff within the branches.
  • Develops the staff for career opportunities; manages the performance and development of employees within the branch which results in high performance, a team environment and positive employee morale.
  • Develops market intelligence, communicates and drives the strategic direction and product mix within the market they manage.
  • Accountable for the growth and profitability of their branch or branches. Improves revenues and expenses and creates an environment that exceeds client expectations. Coordinates and supports the team effort in referring leads to offices and other lines of business.

Financial Center Manager

Bank of America
03.2019 - 08.2024
  • Back up for Market leader, assisting with daily routines to enhance profitability and improve performance across 12 Financial centers.
  • Responsible for hiring and conducting performance evaluations for branch staff and market Downtown Beaches.
  • Oversee the entire branch and have the ultimate responsibility for the branch's performance of both sales and operations
  • Proactively manage the daily monitoring of sales and referral progress for the team and market.
  • Assessing, rewarding, and recognizing direct reports on their performance
  • Responsible for coaching and developing new and existing talents.
  • Monitor branch functions to ensure compliance with all operational regulations and guidelines.
  • Apply deliver of strategies for new business development and growth initiatives by building rapport with members and the community

Assistant Manager

Bank of America
03.2013 - 03.2019
  • Responsible for supervising the branch in conjunction with the Branch Manager including monitoring performance, preparing evaluations, overseeing work flow, coordinating training of employees, providing general assistance to personnel as needed and delivering superior member service
  • Act as a Branch Manager on an ongoing basis
  • Assist with the hiring process and developing highly engaged service team
  • Prioritize work to ensure adequate productivity levels
  • Maintain daily interaction with the staff to provide the leadership, guidance, coaching, and training necessary to develop a staff capable of referring and cross selling the appropriate credit union product and services
  • Accept membership, loan, and mortgage applications
  • Ensure compliance with audit and policies and procedures
  • Identify and resolve member problems to ensure member retention.

Assistant Manager

PNC Bank
01.2010 - 03.2013
  • Accountable for supervising a top teller and banker team composed by over 23 employees
  • Strong focus on accountability, compliance, balancing, referral, and high level of customer service implementation which meets and exceeds customer's expectations
  • Create, train, and coach a successful service and referral team that will grow customer relationships
  • Ability to uncover customer needs beyond the immediate transaction and being able to successfully transition the customer to the appropriate source or channel to address the need
  • Implement and deliver daily huddles to and debriefs to recognize success, share best practices, and set the focus for the day
  • Assist Branch Manager in the hiring process and yearly reviews
  • Schedule staff efficiently to maximize resources and achieve service and sales goals
  • Support Branch Manager with acquisition strategies, book of business grow, and business plan implementation
  • Responsible for performing monthly audits and researching outages and errors

Education

Associate in Science (A.S.) - Mathematics

University of Habana Cuba
07.2020

Marketing

Institute of Commerce
07.2019

Skills

  • Highly motivated, creative, and resourceful

  • Excellent people skills with commitment to customer satisfaction

  • Adept in customer relations, with the ability to handle and resolve issues

  • Team management

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LANGUAGE

Spanish Native
Portuguese Fluent

Timeline

Branch Manager

Popular Bank
08.2024 - Current

Financial Center Manager

Bank of America
03.2019 - 08.2024

Assistant Manager

Bank of America
03.2013 - 03.2019

Assistant Manager

PNC Bank
01.2010 - 03.2013

Marketing

Institute of Commerce

Associate in Science (A.S.) - Mathematics

University of Habana Cuba

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