Yamile Zabala Peña

Experience

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  Reading Health System

  Jan 2008 - Jan 2015

  Laboratory Lead Technician

  During my tenure at Reading Health System, I played a pivotal role in mobile laboratory services, where I led the Laboratory Client Services/Couriers team. My leadership involved coaching and mentoring team members, fostering their growth into valuable assets for the organization. Through effective management and guidance, I contributed to the team’s success and ensured seamless laboratory services.

• 

  Citizens Bank

  Jan 2015 - Jan 2023

  • Led branch operations and managed a portfolio of high-net-worth clients, providing customized banking, investment, and lending services. • Consistently exceeded sales targets by developing client relationships and cross-selling financial products. • Partnered with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to deliver comprehensive financial solutions. • Spearheaded customer retention and engagement strategies, ensuring high satisfaction and loyalty. • Trained and mentored a team on financial products, compliance, and digital banking tools, driving operational excellence. Show less

  • Branch Manager

    Jan 2018 - Jan 2023

  • Universal Banker

    Jan 2015 - Jan 2018
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  Diamond Credit Union

  Aug 2023 - now

  Business Development Officer

  • Drive new business development and strengthen relationships with affluent clients, offering customized financial and lending solutions. • Serve as a trusted advisor, guiding clients on banking, investment options, and loan structuring to maximize financial growth. • Exceed revenue and portfolio growth targets by identifying client needs and presenting tailored solutions. • Collaborate with internal teams to ensure seamless onboarding and compliance with regulatory policies. • Develop marketing and outreach initiatives to enhance brand awareness and drive client engagement. Show less