Adrian Villarreal

• Processed transactions and maintained accurate account records daily.
• Analyzed members' financial needs to recommend suitable products and services.
• Facilitated training sessions for new representatives on company policies and procedures.
• Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to members.
• Assist with opening and closing duties.
• Assist with branch operations and additional duties to assist the branch manager.
• Keep up with supply order to ensure branch operations.

• Controlled and rectified all debit card matters, including pin reorders and ordering new debit cards for customers.
• Managed ATM service maintenance requests and disputes.
• Documented, reported and followed up on discrepancies.
• Handled returned mail and mailed in deposits/payments
• Prepared garnishment, levies and bankruptcy requests for customers.
• Liaised between bank branches regarding best practices and operations.
• Acted as pivotal point of contact between bank branches regarding guidelines and practices.
• Power of Attorney intake /review
• Individual retirement account transaction reviews and processing
• Handled all intake and procedures for Deceased accounts

As a Senior Member Advisor

• Recommend strategies to members to help achieve financial goals.
• Answered member questions about purposes and details of financial plans and strategies.
• Analyzed financial information obtained from clients to determine strategies for meeting members financial objectives.
• Cleared fraud/duplicated applications following AFFCU procedures
• Supported in branch needs when needed.
• Helps test new systems within AFFCU
• Daily branch posting: process loan payments /return mail.
• Help other deparments when needed.

As a Member Advisor:

• Helped members resolve account problems and navigate internal systems to handle routine needs.
• Offered exceptional customer service to differentiate and promote company brand.
• Leveraged software and systems to research and resolve member inquiries.
• Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
• Process daily transaction: incoming mail deposit and loan payments
• Process daily return mail
• Audited: helped with auditing new membership and loan process.
• New account opening/ loan processing.

As a Member Service Representative II / Loan Processor:

• Loan intake via in person and call center environment
• Loan processing and loan funding
• Helped members resolve account problems and navigate internal systems to handle routine needs.
• Maintained strong knowledgebase of product options and sales promotions to better serve every customer.
• Offered exceptional customer service to differentiate and promote company brand.
• Memorized company products and services to answer customer questions quickly and capitalize on upsell opportunities.
• Cross-sold services and products on to consistently increase team revenue.
• Cross-trained in different internal databases and service positions to help team members meet coverage demands.
• NMLS certified: Initiated home equity loan applications in person and over the phone.
• Notary
• Helped the member contact center as needed.
• Vault duties

As an Member Relationship Officer:

• Identified target audience and developed optimized communication plans to engage and interest individuals.
• Conferred with labor relations managers to develop internal communications to inform employees of company activities.
• Recognized by management for providing exceptional customer service.
• Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
• Vault duties
• Teller duties
• Loan intake and loan closing

Reg-E Representative

• Collected, organized and input information into digital database.
• Led acquisition process, including valuation, due diligence and contracting.
• Created reports detailing findings and recommendations.
• Mitigated risks by leading and auditing international subsidiaries and operational processes.
• Evaluated performance benchmarks and established review metrics for future tracking.

As a supervisor, some of my duties were:

• Established and enforced clear goals to keep employees working collaboratively.
• Complied with company policies, objectives and communication goals.
• Performed minor equipment repairs to keep jobs on task and notified maintenance department of major machinery failures.
• Coached and mentored staff members through constructive feedback to develop long-term career goals.
• Worked on attendance and time cards
• Created weekly/monthly schedules
• Created branch support schedules
• Vault duties: balanced vault, ordered and shipped cash.
• Conducted evaluations and annual reviews for employees.
• Worked on weekly and monthly supplies for branches.
• Assisted with community development

Teller:

• Entered member transaction data into online banking software.
• Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
• Managed opening and closing times for main branch.
• Trained employees on cash drawer operation.
• Directed specific questions to appropriate branch personnel.
• Scheduled staffing for multiple branch locations.
• Processed cash withdrawals.
• Verified amounts and integrity of every check or funds transfer.