Yahindy Perez
Banker
Bronx ,New York
Summary
Skilled Banker with 10+ years in banking, progressing through positions of increasing responsibility and establishing continuous record of success. Always eager to contribute to team success through hard work, attention to detail and excellent organizational skills.
Overview
6
6
years of post-secondary education
11
11
years of professional experience
Work History
Personal Banker
JPMorgan Chase
New York, NY
09.2012 - Current
- Recognize needs and refer to appropriate representative or line of business for cross-sell or service opportunities.
- Assist customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Developing and deepening customers and business relationships by providing outstanding customer services.
- In Depth knowledge of consumer and business product and services.
- Manager On Duty - 2018 - Present
- Participate in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Respond to customer concerns by providing friendly, knowledgeable support and maintaining composure and professionalism.
- Assist Branch Manager with efficient operations of the branch such as performing teller cash audits.
- Small Business Banker - 2018 - Present
- Developed customized solutions of deposit, lending and other products for small business customers.
- Offered competitive banking solutions and retail financing options.
- Perform account maintenance activities including but not limited to; change of name, address, adding/removing signers and ownership changes.
Teller
JPMorgan Chase
New York, NY
10.2009 - 04.2012
- Answered customer inquiries regarding account balances, transaction history, services charges and performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Educated customers on use of banking innovation; website and mobile app.
- Provided customer records on demand, including account statements and copies of checks.
- Processed customer transactions accurately and efficiently.
- Balanced cash drawers on daily basis with zero discrepancies.
- Maintained friendly and professional customer interactions.
- Identified sales opportunities and referred customers to branch Bankers.
Education
Associate Of Arts - Liberal Arts And Sciences
BMCC
New York, NY 08.2003 - 05.2007
Bachelor Of Arts - Psychology
Lehman College
Bronx, New York 02.2019 - Current
Skills
Teamwork
Leadership
Sales
Critical thinking
Negotiation
Relationship-Building
Timeline
Bachelor Of Arts - Psychology
Lehman College
02.2019 - Current
Personal Banker
JPMorgan Chase
09.2012 - Current
Teller
JPMorgan Chase
10.2009 - 04.2012
Associate Of Arts - Liberal Arts And Sciences
BMCC
08.2003 - 05.2007