Diana Yepez
Waterford
Summary
Business Administration graduate with foundational knowledge and experience as a Senior Service Banker. Proactive and goal-oriented professional with excellent time management and problem-solving abilities. Skilled in client relationship management, financial solutions, and compliance, now pursuing a Relationship Banker role at Bank of America.
Overview
5
5
years of professional experience
Work History
Barista
Starbucks
05.2022 - Current
- Consistently maintained high levels of cleanliness, organization, storage, and sanitation of food and beverage products to ensure quality, which delivered and ensured customer satisfaction.
- Accurately processed high-volume cash and card transactions daily, balancing drawers and ensuring compliance with company cash-handling procedures.
- Monitored and recorded daily inventory levels, reporting discrepancies and assisting in product ordering to maintain stock accuracy.
Senior Service Banker
Bank of the West
01.2021 - 07.2022
- Devised targeted solutions for various customers and offered deposit, lending and investment services, which increased products sold at the branch and enhanced our customer relationships.
- Reviewed customer accounts for suspicious activity or potential fraud, which maintained the safety of our customers.
- Trained and coached team members in procedures, compliance standards and performance strategies to deliver the best service to our customers.
- Approved and oversaw wire transfers.
- Organized and led account reconciliation and financial compliance.
- Led and participated in branch audits, ensuring compliance with internal controls, regulatory requirements, and accuracy of financial records.
- Reviewed and approved service banker’s timesheets to ensure accuracy.
Education
Bachelor of Arts - Business Administration
W. P. Carey School of Business, Arizona State University
Tempe, AZ05.2025
Skills
- Languages: English (Advanced), Spanish(Advanced)
- Computer Skills: Excel Spreadsheets, Microsoft Word, Google Chrome, Presentation Medias, ACH Operations Knowledge, Pivot Tables Proficiency, General Ledger Maintenance
LEADERSHIP EXPERIENCE
Student Body Representative, Student Body Association, Waterford High School
- Represented our student body by voicing student interests, organizing proposals, and collaborating with administrators, resulting in improved student engagement, positive changes, and stronger community ties.
Timeline
Barista
Starbucks
05.2022 - Current
Senior Service Banker
Bank of the West
01.2021 - 07.2022
Bachelor of Arts - Business Administration
W. P. Carey School of Business, Arizona State University
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