Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Amber Villegas

Torrance,CA

Summary

  • Customer-focused that bringing in-depth understanding of banking procedures, regulations and sales techniques. Skilled team leader and trainer competent in mentoring new staff and improving performance with proactive approaches. Knowledgeable about preventing fraud and maximizing customer satisfaction. Willingness to take on added responsibilities to meet team goals.
  • Knowledgeable Client Service Consultant adept at working with US BANK clients to promote US BANK products. Offering 15 years experience and the desire to contribute to team, customer and business success.
  • To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

18
18
years of professional experience

Work History

Client Relationship Consultant III

US Bank NA
05.2023 - Current
  • Updated accounts, documents and reports with efficiency and accuracy.
  • Achieved sales and productivity benchmarks on consistent basis.
  • Educated clients on services and products available.
  • Developed and deepened client relationships to increase loyalty and brand engagement.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer calls and emails to answer questions about products and services.
  • Prepared and submitted reports to keep management informed of sales activities and progress.
  • Developed and implemented customer service policies and procedures to apply best practices and establish quality standards.
  • Trained and supervised junior customer service representatives on best practices to meet organization goals.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Trained customer employees and managers on machine use and maintenance.
  • Processed customers' deposits, transfers and cash withdrawals.
  • Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
  • Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
  • Coached staff to improve efficiency and revenue with more effective procedures and approaches.

Branch Service & Sales Officer

Union Bank
11.2021 - Current
  • Helped customers effectively navigate bank technology such as kiosks and mobile access to reduce common questions and unprofitable interactions.
  • Cross-sold products such as consumer loans by listening to customers and understanding needs and taught staff to implement similar processes in every interaction.
  • Built trusting relationships with members by offering sound financial advice and personalized service.
  • Processed customers' deposits, transfers and cash withdrawals.
  • Coached staff to improve efficiency and revenue with more effective procedures and approaches.
  • Oversaw daily branch preparations to consistently open on-time and maintain readiness to serve customers' needs.
  • Managed branch vault and cash supply to keep appropriate level of currency on hand.
  • Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
  • Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.

Branch Service Specialist

Union Bank
04.2017 - 11.2021
  • Coached staff to improve efficiency and revenue with more effective procedures and approaches.
  • Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
  • Processed customers' deposits, transfers and cash withdrawals.
  • Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
  • Open consumer check and saving accounts
  • Act as Branch Service Manager in her absence
  • Train new staff
  • Accurately process loan payments in Web direct and / or EIBC
  • Accurately scan through Remote Branch Capture to minimize adjustments
  • Place weekly cash orders and ensure we are within branch cash limits. AS the single ATM Custodian, I monitor the cash levels and supplies daily and replenish as needed.
  • Meet and exceed referral goals and contribute to sales campaigns and promotions. Train employees and make sure the branch is compliant with regulations and mitigating risk
  • Part of a Paired Branch Model with minimal staff which provided a platform to expand my level of responsibility and knowledge
  • Currently completing pre-requisites to formally complete OASIS training. Along with being responsible for processing customer transactions while providing an excellent customer experience, I am also able to process many transactions in OASIS such as TCD renew, withdraw, or close. Also, able to process IRA contributions and all ATM maintenance, check orders, and more

· Act as Branch Service Manager in her absence

Branch Service Representative

Opus Bank
04.2011 - 05.2016
  • Serviced customer by completing account transaction.
  • Processed more complex transactions such as night drop, mail, and merchant transactions
  • Worked closely with Operations Manager to complete daily operations duties
  • Built trusting relationships with members by offering sound financial advice and personalized service.
  • Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.

Branch Service Specialist

Union Bank
04.2006 - 04.2011
  • Provide excellent customer service while processing transactions.
  • Assist customers with questions or issues
  • Process more complex transactions such as cashiers check, cash advances, safe deposit access
  • Meet sales and referral goals assigned
  • Trained staff in bank products, operations procedures and successful sales strategies
  • Built trusting relationships with members by offering sound financial advice and personalized service

Education

High School Diploma -

Torrance High School
Torrance, CA
06.2000

Skills

  • Team building
  • Decision-Making
  • Flexible and Adaptable
  • Active Listening
  • Multitasking Abilities
  • Self-Motivated
  • Problem-Solving
  • Management Coaching
  • Staff Management
  • Timeline Development
  • Issue Resolution
  • Project Leadership
  • Customer Relationship Management
  • Goal Setting
  • Client Relationships

Accomplishments

    ACHIEVEMENTS AND HIGHLIGHTS

  • Regional President Honoree Q1 FY2021
  • Regional President Honoree Q4 FY2020
  • Regional President Honoree Q3 FY2020
  • Regional President Honoree Q2 FY2020
  • Regional President Honoree Q3 FY2019
  • Regional President Honoree Q2 FY2019
  • Regional President Honoree Q3 FY2018
  • Completed consumer account opening course
  • Completed business account opening course
  • Completed personal loans course

  • ACTIVITIES
    I am knowledgeable on how to process many transactions in OASIS such as maintenance, TCD withdrawals, debit card, account maintenance and opening consumer accounts. I contributed greatly to our branch’s dashboard results. I have volunteered to work at various offices in our region when they needed assistance. I enjoy working with clients in different markets and learning best practices from employees in different branches. I have participated in volunteer opportunities and will continue to look for more ways to give bank to my community.

Timeline

Client Relationship Consultant III

US Bank NA
05.2023 - Current

Branch Service & Sales Officer

Union Bank
11.2021 - Current

Branch Service Specialist

Union Bank
04.2017 - 11.2021

Branch Service Representative

Opus Bank
04.2011 - 05.2016

Branch Service Specialist

Union Bank
04.2006 - 04.2011

High School Diploma -

Torrance High School
Amber Villegas