Vilma L. Perez Email and Phone Number
Vilma L. Perez work email
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Vilma L. Perez personal email
Vilma L. Perez phone numbers
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.
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Financial Services ConsultantTiaa Mar 2019 - Present -
Personal BankerWells Fargo Jun 2014 - Mar 2019United 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 -
Personal BankerJp 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 -
Sales AssociatePier 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 -
Children'S Program DirectorUrban Harvest Ministries Aug 2002 - Aug 2008Bronx, 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
Vilma L. Perez Education Details
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Business Administration -
Liberal Arts
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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