Yuritsy Martinez
Las Vegas,NV
Summary
Dynamic manager with proven success at Wells Fargo, excelling in customer service and team leadership. Enhanced customer satisfaction scores through strategic service improvements and effective staff mentoring. Skilled in decision-making and complex problem-solving, consistently achieving departmental goals while fostering strong client relationships and maintaining compliance with industry standards.
Experienced with team leadership, strategic planning, and operational management. Utilizes effective communication and organizational skills to drive project success. Track record of fostering productive work environments and achieving set goals.
Overview
9
9
years of professional experience
Work History
Manager Designee
Wells Fargo, NA
01.2023 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
- Developed and maintained relationships with customers and suppliers through account development.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
- Implemented customer feedback mechanisms to gather insights, using this information to guide strategic planning and decision-making.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
Personal Banker
Wells Fargo
01.2016 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Followed up with customers to gather feedback and provide additional assistance.
Education
High School Diploma -
El Dorado High School
Las Vegas, NV05.2006
Customer Service Technology - Business Administration And Management
Area Technical Trade Center
Las Vegas, NV05.2006
Skills
- Customer service
- Team leadership
- Time management
- Decision-making
- Verbal and written communication
- Complex Problem-solving
- Staff management
Languages
Spanish
Native or Bilingual
Timeline
Manager Designee
Wells Fargo, NA
01.2023 - Current
Personal Banker
Wells Fargo
01.2016 - Current
High School Diploma -
El Dorado High School
Customer Service Technology - Business Administration And Management
Area Technical Trade Center
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