Yolanda Isabel Chavez
Manteca
Summary
Professional with proven experience in banking and customer relationship management. Skilled in financial advising, cross-selling banking products, and enhancing customer satisfaction. Strong focus on team collaboration and achieving results, adapting to changing needs seamlessly. Possess excellent communication, problem-solving, and organizational skills, ensuring reliability and consistency in delivering high-quality service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Retail Relationship Banker
BMO
02.2021 - Current
- Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network.
- Developed strong relationships with clients by offering tailored solutions to their financial goals.
- Identified opportunities for cross-selling products, leading to increased revenue for the bank.
- Assisted in training new hires, sharing best practices and imparting valuable industry knowledge.
- Resolved customer issues effectively, maintaining a high level of professionalism and empathy throughout interactions.
- Retained existing clients and attracted new ones through personalized financial product recommendations.
Education
Tax License - Taxation
San Joaquin Delta College
Stockton, CASkills
- Banking software proficiency
- Sales proficiency
- Client retention strategies
- Portfolio management
- Financial product sales
- Customer Service-oriented
- Relationship building and management
- Business development
- Excellent communication
Accomplishments
Earned the BMO Top Performer Award in 2023 by being in the top 10% of employees in the entire bank.
Languages
Spanish
Native or Bilingual
Certification
- Licensed Notary - CA
Timeline
Retail Relationship Banker
BMO
02.2021 - Current
Tax License - Taxation
San Joaquin Delta College
Similar Profiles
MIKE DEL RIOMIKE DEL RIO
Banker at BMOBanker at BMO
Steve HallSteve Hall
RELATIONSHIP BANKER, CONSUMER CARDS at BMORELATIONSHIP BANKER, CONSUMER CARDS at BMO
Meera BeriMeera Beri
Retail Relationship Banker at BMORetail Relationship Banker at BMO
Samuel EspinozaSamuel Espinoza
Usher/Greeter at AMC Theatres-Manteca, CAUsher/Greeter at AMC Theatres-Manteca, CA
Vrigitte ApostolVrigitte Apostol
Service Operations Supervisor at Syserco, IncService Operations Supervisor at Syserco, Inc