Yomira Hilares
Hagerstown
Summary
Highly motivated, client-oriented individual with over 5 years of customer service experience. Driven to exceed expectations with a company where I can apply my relationship-building abilities.
Overview
6
6
years of professional experience
Work History
Financial Sales Consultant
PNC Bank
07.2025 - Current
- Deliver personalized financial solutions by identifying client needs and recommending appropriate banking products and services
- Develop and maintain strong customer relationships through consultative sales, account management, and ongoing client support
- Conduct workplace banking presentations and onsite events to educate employees on financial wellness programs and banking solutions
- Partner with business clients, HR representatives, and internal teams to coordinate and support workplace banking initiatives
- Assist clients with opening and servicing consumer banking accounts both in branch and during onsite engagements
- Maintain accurate follow-up activity, referral tracking, and account documentation using internal reporting systems and CRM tools
- Expand business development knowledge through training alongside Financial Wellness Consultants (FWC)
- Support business outreach initiatives by contacting companies, scheduling onsite presentations, and helping establish new workplace banking opportunities
- Strengthen employee engagement by providing guidance on digital banking tools, financial products, and available banking resources
- Utilize Microsoft Teams and other internal platforms to manage communication, client follow-ups, and cross-functional collaboration
Relationship Banker I
Truist
Frederick
05.2024 - 07.2025
- Supports team sales process by conducting consultative conversations and acting upon or referring more complex clients to other internal specialists
- Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions
- Contributes to exceeding client service as well as individual and branch sales targets by offering products and services with focus on expanding and retaining relationships
- Advises on consumer lending options and takes loan applications
- Adheres to internal controls, operational procedures and risk management policies
- Develop, build, and maintain personal and small business relationships
- Follows federal banking regulations and compliance requirements such as anti-money laundering laws and Know-Your-Customer (KYC) policies
- Utilizes specialized software such as Client Central and Document Direct to access client's financial information and develop financial plans
- Make sales calls to identify a need and recommend products to further relationships
Universal Banker I
Truist
Frederick
07.2021 - 01.2024
Receptionist/Technician
Frederick Eye Dr.
Frederick
06.2020 - 07.2021
- Efficient in processing patient check-in/check-out, verifying insurance eligibility and processing claims for patients
- Performed daily reports for office earnings
- Provided top level service to all patients, ensuring they were well informed of appointment times
- Assisted management with sales goals by promoting eyewear products to patients
Education
Bachelor of Science - Business Administration
Towson University
Business Administration A.A -
Frederick Community College
Skills
- Spanish (Bilingual)
- Strong work ethic
- Excel
- Interpersonal relationship
- Time management
- Problem solving
- Managing multiple tasks
Timeline
Financial Sales Consultant
PNC Bank
07.2025 - Current
Relationship Banker I
Truist
05.2024 - 07.2025
Universal Banker I
Truist
07.2021 - 01.2024
Receptionist/Technician
Frederick Eye Dr.
06.2020 - 07.2021
Bachelor of Science - Business Administration
Towson University
Business Administration A.A -
Frederick Community College