Yulmar Yul Rosa-Adams

About Yulmar Yul Rosa-Adams

I bring extensive experience across multiple industries, with over a decade dedicated to customer service and operations. Currently, I am employed in the financial sector. My professional foundation began in my family’s diverse business ventures, which included managing a hotel, farm, fish market, restaurant, and convenience store. For seven years, I successfully managed a small hotel property, overseeing various managerial responsibilities while simultaneously working at my hometown\'s regional airport as a Cross-Trained Agent, encompassing roles such as Customer Service Representative, Ramp Agent, and Ground Security Coordinator. Additionally, I spent two years in the Finance Department of my hometown’s City Hall and over three years in sales. I pride myself on being a quick learner, highly adaptable, and dedicated to excellence in all tasks.

Experience

1. Personal Banker i

   Fifth Third Bank

   Mar 2025 — Present · Ocala, FL, US

   As a Personal Banker I at Fifth Third Bank, I served as a trusted frontline institution representative, providing personalized banking solutions while ensuring strict adherence to regulatory and operational standards. My primary responsibilities included assisting clients with day-to-day banking needs such as deposits, withdrawals, account openings, loan applications, and product recommendations aligned with their financial goals. I focused on building strong customer relationships through consultative conversations, identifying opportunities to cross-sell services, and enhancing client satisfaction.Beyond the transactional aspects, I was responsible for maintaining compliance with federal and state banking regulations, internal policies, and audit requirements. This included verifying identification, monitoring for potential fraud, safeguarding sensitive customer information, and ensuring adherence to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Know Your Customer (KYC) guidelines.Operationally, I supported the branch’s efficiency by balancing cash drawers, reconciling transactions, handling vault and ATM procedures, and contributing to overall branch performance goals. I collaborated closely with team members and management to maintain risk controls, meet sales and service objectives, and provide seamless client experiences.This role required a balance of customer service, financial consultation, regulatory compliance, and operational accuracy, ensuring both client trust and institutional integrity.

Education

• Humacao Community College

  Associate of Arts - AA, Business Administration and Accounting

  2005 — 2008

• Keiser University

  Master of Science - MS, Organizational Leadership

• Keiser University

  Bachelor of Science - BS, Interdisciplinary Studies in International Business and Management