Alishia Villanueva-Morris
Broadview Federal Credit Union
Endicott,New York
1
Certification
11
years of professional experience
Results-driven professional focused on achieving organizational objectives through strategic skill application. Committed to embracing challenges that foster growth and development while delivering high-quality outcomes aligned with company goals.
Work History
Relationship Banker
10 Years 6 Months- Exceed Target Sales goals daily.
- Perform financial transactions that include processing loans (personal, auto and home equities)
- Assist members with requests for their accounts such as ACH stop payments, wire processing and check copies, while also performing cash handling, ATM audits and cash ordering.
- Work to achieve personal and department sales goals
- Initiate opportunities to cross-sell products and services
- Provided notary services for clients, ensuring document accuracy and compliance.
- Participate in all applicable product, sales and operational training sessions offered by the credit union
- Call members about their products' status, including products such as share certificates that are maturing.
- Follow up with members on problems, requests and inquiries that arise.
Education
- Liberal Art Studies
Skills
Maintaining proficiency with current developments in different productivity software.
Customer relationship management
Relationship building and management
Customer Service-oriented
Sales expertise
Certification
State of New York Notary Public.
Timeline
Relationship Banker
Broadview Federal Credit Union
02.2016 - CurrentRead More
Broome Community College
from Liberal Art Studies
Read More