Stephanie Francia-Yanez
Longmont
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Lead Personal Banker
Firstbank Of Colorado
02.2019 - Current
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Maintained friendly and professional customer interactions.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Calculated fees due, interest and change for customer transactions.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked flexible hours; night, weekend, and holiday shifts.
- Maintained energy and enthusiasm in fast-paced environment.
Education
Bachelors - Accounting
Colorado State University
Fort Collins, COHigh School Diploma -
Skyline High School
Longmont, CO05.2026
Associate of Science - Accounting And Business Management
Front Range Community College
Westminster, CO05.2024
Skills
- Solution Planning
- Customer Service
- Customer Feedback
- Customer Accounts Management
- Customer Satisfaction
- Problem solving
- Communications Strategies
- Accounts Payable and Accounts Receivable
- Team Management
- Sales Strategies
- Cash Handling
- Banking
- Leadership
- Adaptability
Languages
Spanish
Native or Bilingual
Timeline
Lead Personal Banker
Firstbank Of Colorado
02.2019 - Current
High School Diploma -
Skyline High School
Bachelors - Accounting
Colorado State University
Associate of Science - Accounting And Business Management
Front Range Community College
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