Andrea Villanueva
22031 Garston Ave,CA
Summary
Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients and peers, achieving sales goals and providing excellent customer service. Works closely with Branch Manager to smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker, SBS, MOD
Chase Bank
06.2021 - Current
- Cultivated strong customer relationships by providing tailored advice, services, and knowledge to both consumer and business clients on financial matters including products and investments.
- Initiated plans with Branch Manager to improve customer relations, quality standards, and service efficiency.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency.
Personal Banker
Chase Bank
05.2017 - 06.2021
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Responded to customer concerns by providing friendly, knowledgeable support, and maintaining composure and professionalism.
Teller
Chase Bank
02.2015 - 05.2017
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
Education
Bachelor of Science - Psychology And Criminal Justice
California State University - Dominguez Hills
Carson, CA05.2017
Skills
- Cash Handling
- Employee Motivation
- Solution Planning
- Conflict Resolution Techniques
- Effective Customer Communication
- Banking Operations Knowledge
- Customer Service
Certification
- Licensed
-SIE (FINRA Securities Industry Essentials)
-NASAA Series 63: Uniform Securities Agent State Law Exam -FINRA Series 6: Investment Company and Variable Contracts Products Representative-State of California Life Insurance Agent [Including Annuities &
Variable Contracts]
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Relationship Banker, SBS, MOD
Chase Bank
06.2021 - Current
Personal Banker
Chase Bank
05.2017 - 06.2021
Teller
Chase Bank
02.2015 - 05.2017
Bachelor of Science - Psychology And Criminal Justice
California State University - Dominguez Hills