Yenny Diaz

Brampton,ON

Summary

Specialized dedication to customer service, inquiry management and problem resolution to ensure customer satisfaction. Skilled in promoting various banking products, managing portfolios and monitoring industry trends. Good knowledge of compliance with regulatory guidelines and maintaining a high level of confidentiality. Results-oriented bank clerk and administrative assistant in human management with diverse experience in management, customer service, dynamic listening skills and team collaboration.

Work History

Customer Service

Dominican Orange Card (BHD Leon Bank)

Respond to account, transaction and product inquiries
Quickly resolve problems, concerns and complaints
Inform customers about financial product and services
Update customer information and process account changes
Assisting with online baking and the use of mobile applications.

Credit Analysis Officer

Dominican Orange Card (BHD Leon Bank)

Review applications, financial statements, and credit reports
Evaluate financial health, creditworthiness, and risk of default
Conduct risk assessment using ratios, models, and due diligence
Prepare credit reports and recommendations for loan approvals/rejections
Report financial distress or adverse developments.

Bank sales executive

Santa Cruz Bank

Identify and develop new customer opportunities
Develop personalized sales strategies based on customer needs and preferences
Build rapport and trust with customers through active listening and empathy
Monitor sales results on a regular basis and identify areas for improvement
Set and achieve sales objectives for individual and team performance.

Administrative Assistant/Human Resources

Taurus Security Services, SRL

Provide general administrative support to executives, managers or team members
Answer phones, manages calendars, handles correspondence and organizes events
Manage office supplies and inventory
Oversees the recruiting and hiring process, including posting job openings, screening resumes, conducting interviews and making hiring recommendations
Manages employee benefit programs, including health insurance, retirement plans and other benefits
Collaborates with management to develop and implement HR strategies consistent with overall organizational objectives.

Education

High School Diploma -

San Pablo Apostol High School

Santo Domingo, Dominican Republic

Skills

Client Relationship Management: Proven ability to establish and sustain great client relationship through effective communication, problem solving, and a customer-centric approach
Conflict Resolution: Skilled in resolving client issues quickly and efficiency, resulting in high levels of satisfaction and retention
Relationship building: Created and nurtured positive relationship with clients, instilling trust and loyalty to encourage repeat business
Communication: Strong written and verbal communication skills are proven via clear and effective correspondence with client, coworkers, and management
Multitasking: Successfully managed various activities and responsibilities while prioritizing to meet deadlines in a fast-paced banking setting

Adaptability: Responded to charges in methods and technologies, exhibiting flexibility and a rapid learning curve
Microsoft Office Suite: Proficient in Word, Excel, PowerPoint, and Outlook
Data Analysis: Basic data analysis using tools like Excel or Google sheets
Social Media Management: Experience in managing and updating social media profiles

Complementary

Office Package: Microsoft Teams, Word, PowerPoint, Excel, Outlook, OneNote, OneDrive.
SAP, ITC, and Banca2000 System.
Bank Teller Course.
Money Laundering Prevention workshop.

Languages

English

Professional

Spanish

Native/ Bilingual

Timeline

Customer Service

Dominican Orange Card (BHD Leon Bank)

Credit Analysis Officer

Dominican Orange Card (BHD Leon Bank)

Bank sales executive

Santa Cruz Bank

Administrative Assistant/Human Resources

Taurus Security Services, SRL

High School Diploma -

San Pablo Apostol High School