Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yvette Perez

Charlotte,NC

Summary

Business-minded professional bringing years of financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions.

Overview

14
14
years of professional experience

Work History

Relationship Banker

Bank Of America
09.2021 - Current
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Delivered informative presentations at community events, promoting brand awareness while educating audiences on personal finance topics.
  • Facilitated effective communication between clients and bank representatives, ensuring a seamless account management experience.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.

Real Estate Agent

Keller Williams
01.2019 - 09.2021
  • Increased property sales by implementing innovative marketing strategies and utilizing social media platforms.
  • Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
  • Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
  • Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
  • Expanded client base through consistent networking events, maintaining a high level of customer service and professionalism.
  • Improved property listings by collaborating with photographers to capture visually appealing images that accurately represented each property''s unique qualities.
  • Conducted comprehensive market research to provide clients with accurate information on current trends and pricing strategies.

Patient Service Specialist

OrthoCarolina
11.2015 - 08.2018

Greeted patients and prepared intake paperwork necessary for the patient visit. Scheduled appointments and
assisted in the process of medical release information for FMLA/Disability. Coordinated referrals for physical
therapy, patient follow-up visits, and provided client facing serviced for questions and concerns related to their
the heal care provider and services. Ensured patient received excellent care and followed up for feedback.

Owner & Office Manger

CC Connections & More
09.2009 - 03.2017

Managed office including state and federal compliance for pre-employment drug screenings. Scheduled
interviews, processed payroll and coordinated client and new hire appointments. Organized office operations
and procedures while managing vendor service providers, and landlord relationships. Ensured invoice accuracy
and timely accounts payables and receivables. Managed contract and price negotiations with office vendors,
service providers and office lease. Managed all office operations and procedures including procurement,
organization, correspondence systemized filing systems and design. Recruited and staffed office personnel and
conducted new hire orientation and training for new employees. Manage 50 plus technicians in Indian Trail, NC and Greensboro, NC. Maintained a safe and secure working environment with a positive employment culture.

Education

Real Estate

Allen Tate School of Real Estate
Charlotte, NC
2019

Skills

  • Relationship Building and Management
  • Policy Development and Implementation
  • Recordkeeping Requirements
  • Financial Advising
  • Customer Service-Oriented
  • Loss Prevention
  • Bilingual-Spanish

Timeline

Relationship Banker

Bank Of America
09.2021 - Current

Real Estate Agent

Keller Williams
01.2019 - 09.2021

Patient Service Specialist

OrthoCarolina
11.2015 - 08.2018

Owner & Office Manger

CC Connections & More
09.2009 - 03.2017

Real Estate

Allen Tate School of Real Estate
Yvette Perez