Brandy Daley
Los Angeles
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Branch Counselor
Farmers Insurance Federal Credit Union
Woodland Hills
04.2025 - Current
- Conduct internal branch audits to ensure compliance with banking regulations and operational standards.
- Drive business growth by developing member relationships and implementing strategies to attract new members.
- Prepare and process loan documentation, ensuring accuracy and adherence to credit union policies.
- Oversee general branch operations, providing leadership and support to staff for efficient service delivery.
Relationship Banker
Bank Of America
Culver City
11.2023 - Current
- Guide clients in wealth management strategies
- Advised customers on bank products, services and financial planning options.
- Analyzed client financial data to recommend personalized banking and investment solutions.
Armed Security Officer
Allied Universal Security Services
Los Angeles
06.2024 - 12.2024
- Observe and report, inspect access points, risk assessments, investigate security incidents, assist law enforcement with investigations/arrest, manage customer service inquiries
Customer Service Representative
Preferred Bank
Century City
10.2023 - 11.2023
- Guide clients in wealth management strategies
- Advised customers on bank products, services and financial planning options.
- Analyzed client financial data to recommend personalized banking and investment solutions.Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
Teller
Wells Fargo
Koreatown/Los Angeles
12.2021 - 10.2023
- Advised customers on bank products, services and financial planning options.
- Built and maintained client relationships through quality, personalized interactions.
- Analyzed client financial data to recommend personalized banking and investment solutions.
Clerk
United States Postal Service(USPS)
Carson
08.2021 - 12.2021
- Supported office clerical functions using word processing and other software, email and office machines.
- Operated cash register to process cash, check, and credit card transactions.
Supported Living Specialist
Congregate Connect LLC
Los Angeles
01.2021 - 08.2021
- Evaluated and addressed individual client needs and concerns.
- Coordinated care with interdisciplinary teams and community contacts to promote continuity of care.
- Composed or prepared correspondence, case notes and narratives with computer-based applications.
Security Officer
Allied Universal
Los Angeles
10.2020 - 02.2021
- Surveyed property to prevent and identify vandalism or disarmed alarm systems.
- Followed established security and safety procedures and posted orders to include enforcement of company rules, policies, and regulations.
- Secured personnel and premises by inspecting buildings and patrolling property.
Account Associate(Service Matter Expert)
VXI Global Solutions
Los Angeles
09.2019 - 10.2020
- Responded to customer emails, chat requests and telephone calls to answer questions, provide information and resolve problems.
- Managed delivery schedules, progress updates and vendor relations.
- Opened, changed and closed customer accounts.
Education
Master's Degree in Business Administration -
California State University Los Angeles
Los Angeles, CA08-2026
Bachelor's Degree in Criminal Justice Administration -
California State University Dominguez Hills
Carson, CA08-2024
Skills
- Relationship building and management
- Policy development and implementation
- Financial Advising
- Persuasive communication style
- Business Development
- Community Relations
Certification
- Guard RegistrationG646133
- Exposed Firearm Permit- FQ2670759
- Baton permit- 1575585
- PepperSpray/Gel permit
- CPR/AED/First Aid-DB145B3
Languages
English- Fluent in speaking, reading and writing
Awards
Academic Achievement Award-California State University Dominguez Hills 2020-2023
Timeline
Senior Branch Counselor
Farmers Insurance Federal Credit Union
04.2025 - Current
Armed Security Officer
Allied Universal Security Services
06.2024 - 12.2024
Relationship Banker
Bank Of America
11.2023 - Current
Customer Service Representative
Preferred Bank
10.2023 - 11.2023
Teller
Wells Fargo
12.2021 - 10.2023
Clerk
United States Postal Service(USPS)
08.2021 - 12.2021
Supported Living Specialist
Congregate Connect LLC
01.2021 - 08.2021
Security Officer
Allied Universal
10.2020 - 02.2021
Account Associate(Service Matter Expert)
VXI Global Solutions
09.2019 - 10.2020
Master's Degree in Business Administration -
California State University Los Angeles
Bachelor's Degree in Criminal Justice Administration -
California State University Dominguez Hills
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