Vilma L. Perez

Vilma L. Perez Email and Phone Number

Financial Services Consultant @ TIAA
new york, new york, united states
Vilma L. Perez's Location
Indian Trail, North Carolina, United States, United States
Vilma L. Perez's Contact Details

Vilma L. Perez personal email

n/a

Vilma L. Perez phone numbers

About Vilma L. Perez

Experienced Personal Banker and Financial Consultant with a demonstrated history of working in the financial services industry. Skilled in Banking, Sales, Management, Loans, retirement plans and Annuities. Strong finance professional with a Bachelor of Science (BS) focused in Business Administration from Nyack College.

Vilma L. Perez's Current Company Details
TIAA

Tiaa

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Financial Services Consultant
new york, new york, united states
Website:
tiaa.org
Employees:
11532
Vilma L. Perez Work Experience Details
  • Tiaa
    Financial Services Consultant
    Tiaa Mar 2019 - Present
  • Wells Fargo
    Personal Banker
    Wells Fargo Jun 2014 - Mar 2019
    United States
    • Discover opportunities for clients to succeed financially and create long lasting relationships• Demonstrates ability to achieve individual goals in checking, credit, and service• Find Satisfaction in offering the right financial solutions for clients and helping them achieve personal financial goals • Work with fellow team members to further achieve branch goals• Wells Fargo At Work advocate for the Matthews Branch
  • Jp Morgan Chase
    Personal Banker
    Jp Morgan Chase 2011 - 2012
    • Processed loan applications, lines of credit, account openings and gave direction to the right specialist• Helped with Cash deposits, withdrawals, online banking, and wire transfers• Established and maintained customer relations, finding and recommending products fitting the need• Resolved and banking issues from beginning to end• Built our client base in person, on the phone, and or through e-mail• Knowledgeable in banking products such as, lines of credit, mortgages, loans, checking and savings• Worked with fellow team members to further improve branch profits• NMLS Licensed Loan officer
  • Pier 1 Imports
    Sales Associate
    Pier 1 Imports May 2004 - Mar 2011
    • Maintained daily store goals including achieving daily profit goals• Performed 2nd in the store acquiring new credit card applications for the last fiscal year; creating a larger customer loyalty base• Employee of the month and Quarter• Troubleshooting with customers and management; creating a great customer experience.• Over five years experience handling cash/Cashier• Currently participating in the managerial training program
  • Urban Harvest Ministries
    Children'S Program Director
    Urban Harvest Ministries Aug 2002 - Aug 2008
    Bronx, Ny
    • Developed, promoted and directed the children’s outreach program• Managed volunteers of group size up to 50 in short-term and long-term projects• Tutored children in the after-school program• Held various office responsibilities

Vilma L. Perez Skills

Excellent Communication And Organizational Skills Able To Work Under Pressure Both As A Part Of A Team And Independently Excellent Ability To Keep Good Relationship With Customers And Co Workers Insistent Need To Be Proactive Customer Service Management Community Outreach Banking Loans Microsoft Excel Sales

Vilma L. Perez Education Details

Frequently Asked Questions about Vilma L. Perez

What company does Vilma L. Perez work for?

Vilma L. Perez works for Tiaa

What is Vilma L. Perez's role at the current company?

Vilma L. Perez's current role is Financial Services Consultant.

What is Vilma L. Perez's email address?

Vilma L. Perez's email address is vp****@****iaa.org

What is Vilma L. Perez's direct phone number?

Vilma L. Perez's direct phone number is (212) 270*****

What schools did Vilma L. Perez attend?

Vilma L. Perez attended Nyack College, Cuny Bronx Community College.

What skills is Vilma L. Perez known for?

Vilma L. Perez has skills like Excellent Communication And Organizational Skills, Able To Work Under Pressure Both As A Part Of A Team And Independently, Excellent Ability To Keep Good Relationship With Customers And Co Workers, Insistent Need To Be Proactive, Customer Service, Management, Community Outreach, Banking, Loans, Microsoft Excel, Sales.

Who are Vilma L. Perez's colleagues?

Vilma L. Perez's colleagues are Lydia Jang, Franklin Clark, Caleb Sustar, Peter Fromer, Alexander Cautela, Shravani Sreeramoju, Debra H..

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