Charissa Yates
Personal Banker II at UMB Bank | Overland Park, Kansas, United States
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Charissa Yates serves as a dedicated Personal Banker II at UMB Bank, where she plays a vital role in delivering exceptional banking experiences to clients. In her current position, Charissa is responsible for opening new accounts, guiding clients through the loan application process, and ensuring the accuracy and completeness of all logs and account paperwork for the branch. Her meticulous attention to detail and strong organizational skills contribute significantly to maintaining compliance standards and streamlining branch operations. Charissa’s proficiency in both Mac and Windows operating systems, coupled with her expertise in Microsoft Office Suite and Open Office, allows her to efficiently manage documentation, prepare reports, and support daily administrative functions.
Her key projects often involve branch audit preparation, where her accuracy and thoroughness help ensure smooth compliance reviews and regulatory adherence. Charissa’s experience in retail banking, combined with her skills in invoicing, sales, and inventory control, positions her as a versatile team member capable of handling a wide array of client needs and operational tasks. Her leadership qualities and ability to coordinate events and manage clerical responsibilities further enhance her effectiveness in a fast-paced banking environment.
With a typing speed of 75 WPM, Charissa excels in processing transactions swiftly while maintaining a high level of accuracy. Her social networking skills enable her to build strong relationships with clients, fostering trust and loyalty. Overall, Charissa Yates’s comprehensive skill set, industry knowledge, and commitment to excellence make her a valuable asset to UMB Bank’s team, ensuring clients receive personalized service while supporting the branch’s operational success.
Personal Banker II at UMB Bank in August 2016 to Present
Childcare Provider at In Home Child Care in April 2011 to August 2016
Sales Associate at LifeWay Christian Bookstore in January 2008 to January 2010
Sales Associate at Motherhood Incorporated in February 2007 to July 2007
Administrative Assistant/ Roofer at Knoll Building Maintenance, Inc. in May 2000 to August 2006
Library Assistant at Tabor College Library in September 2004 to May 2006
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MidAmerica Nazarene University, B.A., October 2026
Evangel University, October 2026
Tabor College, October 2026
Osborne High School, October 2026
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Banking
Branch Banking
Retail Banking
Babysitting
Early Childhood Education
Customer Service
Invoicing
Microsoft Office
Public Speaking
Sales
Leadership
Event Planning
Inventory Management
Inventory control
Clerical skills
Phone etiquette
Management
Social Networking
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Discover more about UMB BankWhat is Charissa Yates email address?
Email Charissa Yates at [email protected] and [email protected]. This email is the most updated Charissa Yates's email found in 2026.
What is Charissa Yates phone number?
Charissa Yates phone number is 9138503910.
How to contact Charissa Yates?
To contact Charissa Yates send an email to [email protected] or [email protected]. If you want to call Charissa Yates try calling on 9138503910. (updated on August 27, 2024)
What company does Charissa Yates work for?
Charissa Yates works for UMB Bank
What is Charissa Yates's role at UMB Bank?
Charissa Yates is Personal Banker II
What industry does Charissa Yates work in?
Charissa Yates works in the Banking industry.
Charissa Yates Email Addresses
Charissa Yates Phone Numbers
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