Alexandro Aguila

• Oversaw and assisted in the implementation for hundreds of Cathay Bank Business clients for their online business banking platform.
• Trained our business clients on how to use Cathay Bank Treasury Management Products
• Responded to customer inquiries and provided technical assistance.
• Configured and tested new software and hardware.

Day to day operations revolved on delivering exceptional customer service to every client / colleague by leveraging extensive knowledge of CNB's treasury products and procedures. Investigated and resolved customer inquiries and issues in a quick and efficient manner.

Overall Success & Accomplishments

• Email Team Lead: In charge of a small team that handled the recording and resolution of all external and internal emails that were directed to CNB's treasury department. Main focus was to analyze and resolve complex "inquiries" within a 2 hour turnaround and documenting our findings within Salesforce.
• Migration Specialist: Responsible for assisting and migrating waves of multiple "white-glove" clients from CNB's old treasury management platform to a new SSO platform that combined all treasury management products onto one portal. Main goal was to ensure that our client's data migrated successfully and to properly train the client on the new platform.

Universal Banker (2017-2019): NMLS and Notary Certified within the state of Washington. Trained and certified under banking regulations, rules and requirements held under the FDIC. Responsible for the deepening customer relation through the sale of products and services reigning from account openings all the way to the origination and establishing home equity lines of credit. Capable of in-depth analysis of financial documents and credit bureau reports in order to make best recommendations that fits the client’s financial and personal needs.

Teller Coordinator (2015-2017): In charge of training the onboarding tellers; making sure that they meet bank rules, requirements and are audit ready. Coach all tellers so they are knowledgeable and aware of products and services that US BANK offers to our customers, all while being in charge of handling all the Branch’s cash, shipments, and teller day-to-day operations.

Overall Success & Accomplishments

• Named one of the highest performing Universal Banker in the North Sound District 2018
• Was part of the US Bank Pioneer Square team that was awarded annual pinnacle for 2015 due to perfect audits and outstanding pipeline growth.
• Partner referrals to Commercial/Mortgage Lending & Wealth Management over $7.5 million.
• Knowledgeable in Federal Banking Regulations regarding but not limited to: Reg CC, Reg E, Reg Z, BSA, AML, KYC and MSB.