Mariela Villalta
San Fernando
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant
US Bank
01.2024 - Current
- Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
- Streamlined internal processes to enhance team efficiency and improve overall project outcomes.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Established trusted partnerships with key industry influencers, expanding the company''s network of resources and contacts.
- Evaluated customer needs and feedback to drive product and service improvements.
Senior Relationship Banker
Union Bank
10.2019 - 01.2024
- Open, close and update accounts for customers.
- Evaluate client financial positions and identified most appropriate banking products.
- Manage and escalate phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Monitor customer behaviors and upheld strict protocols to prevent fraud.
- Complete special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
- Assist customers with setting up or closing accounts, completing loan applications and signing up for new services.
Assistant Branch Manager
US BANK
08.2017 - 10.2020
- Implemented process improvements to increase productivity.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supervised team of 3 branch employees and made recommendations regarding performance evaluations.
- Developed sales strategy to meet established sales objectives.
- Reviewed credit applications for risk factors and credit worthiness.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
Universal Banker
US BANK
07.2014 - 08.2017
- Promoted products or services to each customer to consistently achieve sales targets.
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Exceeded sales goals in consumer and business on consistent basis.
Education
High School Diploma -
Sylmar Charter High School
Sylmar, CASkills
- Staff Training
- Risk mitigation
- Purchasing Processing
- Documentation skills
- Commercial Lending
- Relationship building and management
- Revenue Generation
- Meeting sales goals
- Due diligence
- Developing customer relationships
- Cross-selling expertise
- Self-motivated nature
- Educating clients
- Portfolio Management
- Prospecting and Networking
Certification
- Certified Notary Public
Timeline
Client Relationship Consultant
US Bank
01.2024 - Current
Senior Relationship Banker
Union Bank
10.2019 - 01.2024
Assistant Branch Manager
US BANK
08.2017 - 10.2020
Universal Banker
US BANK
07.2014 - 08.2017
High School Diploma -
Sylmar Charter High School
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