Yolanda Beltran
King City,CA
Summary
Dynamic leader with a proven track record at Pacific Valley Bank, enhancing customer loyalty and operational efficiency. Skilled in banking operations and fostering strong client relationships, I excel in team management and workflow optimization. Demonstrated success in improving branch performance and customer satisfaction, embodying exceptional work ethic and communication skills.
Overview
10
10
years of professional experience
Work History
Branch Operations Supervisor
Pacific Valley Bank
03.2022 - Current
- I've developed strong relationships with key clients, resulting in increased loyalty and repeat business.
- Enhanced customer satisfaction through timely resolution of client queries and prompt assistance.
- I’ve been able to assist clients with all new account needs with personal as well as with business.
- Have knowledge with all cannabis related account maintenance.
- Ensured optimal staffing levels by managing schedules, vacations, and time-off requests of branch employees.
- Developed strong relationships with key clients, resulting in increased loyalty and repeat business.
- Managed daily branch operations, ensuring smooth functioning and adherence to company policies.
- Configured general ledger to record transactions.
- Reconciled general ledger accounts directly related to operations.
- Completed financial statements and prepared write-up describing financials for executive management.
- Handled escalated customer issues, providing satisfactory resolutions while maintaining professionalism at all times.
- Led and conducted reviews of branch policies and procedures for compliance.
- Maintained friendly and professional customer interactions.
- Collaborated with the management team to set performance goals and develop strategies for achieving them.
- Oversaw employee training programs, ensuring staff were well-equipped with necessary skills to perform their job duties effectively.
Accounts Receivable Clerk
Fresh Leaf Farms
02.2021 - 02.2022
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
- Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
- Made outbound calls to vendors and customers to discuss and resolve account needs.
- Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
- Trained new hires in company policies, standard operating procedures, and software systems related to accounts receivable functions, ensuring seamless integration into the team''s operations.
Lead Teller
Wellsfargo
07.2015 - 12.2020
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Implemented security measures to protect sensitive client information and financial assets from potential fraud or theft.
- Replenished ATM funds in empty canisters prior to validation process.
- Introduced customers to other bank team members to help meet financial needs.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Investigated and promptly resolved issues with patron accounts.
- Improved overall branch performance by sharing best practices and collaborating with coworkers to address areas of opportunity for growth.
- Answered inquiries regarding checking and savings accounts and other related products.
- Served as an essential resource for colleagues seeking guidance on policy interpretations or procedural clarifications.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Led by example, demonstrating exemplary customer service and technical skills to team.
- Enhanced branch operations efficiency by implementing streamlined cash handling procedures.
- Maintained high levels of accuracy and consistency in transaction processing, reinforcing trust and reliability.
- Reduced transaction errors, meticulously adhering to compliance and verification protocols.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Trained new hires on customer service policies and procedures.
- Received loan and utility payments, sending funds to correct destinations.
- Counted, verified and handled bank deposits and armored car transactions.
- Calculated fees due, interest and change for customer transactions.
- Performed account maintenance by closing out accounts and changing customer addresses.
Education
King City High School
King City, CABachelor Of Social Science - Social Psychology
Hartnell College
Salinas, CASkills
- Effective leadership
- Operational efficiency
- Branch administration
- Banking operations
- Workflow optimization
- Branch operations management
- Excellent work ethic
- Customer service
- Team player
- Attention to detail
- Customer relationships
- Decision-making
- Friendly
- Relationship building and management
- Approachable
- Goals and performance
- Verbal/written communication
- Banking
- Interviewing and hiring
- Client relationship management
- Documentation
- Team supervision
- Financial services
- Risk mitigation
- Multi-tasking
- Reliable
- Dependable
- Cash handling expertise
Languages
Spanish
Native or Bilingual
References
Krysta Eddington
Branch manager: Pacific Valley Bank
(831) 682-3184
Ivonne Barroso
Client Service Representative: Pacific Valley Bank
(831) 998-0282
Ivan Camacho
Service Manager : Wells Fargo
(831)776-2865
Timeline
Branch Operations Supervisor
Pacific Valley Bank
03.2022 - Current
Accounts Receivable Clerk
Fresh Leaf Farms
02.2021 - 02.2022
Lead Teller
Wellsfargo
07.2015 - 12.2020
King City High School
Bachelor Of Social Science - Social Psychology
Hartnell College
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