Angelo Villarreal
Clackamas,OR
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Bank of America
11.2024 - Current
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Analyzed customers' financial information to deliver personalized account guidance.
- Adapted products and services to suit customers' changing financial circumstances.
Inside Sales
PacWest Sales Inc
08.2023 - 08.2024
- Partnered with inside sales representatives to maintain current product and service literature.
- Acted as inside sales representative through cold calling and pursuing qualified leads.
- Designed survey method to evaluate inside sales team.
- Set and exceeded inside sales goals by establishing ambitious targets and motivating sales representatives.
Dock Forklift Driver
Old Dominion
04.2020 - 03.2024
- Maneuvered forklift safely in congested and confined areas using [Skill] and [Technique].
- Wrapped pallets in plastic wrap and attached merchandise tags to prepare for shipping.
- Transported goods between warehouse locations according to shipment and storage needs.
- Unloaded and stacked materials by raising and lowering lifting devices.
Customer Service Representative
Volkswagen Group of America
12.2017 - 03.2020
- Responded to customer requests for products, services, and company information.
- Increased efficiency and team productivity by promoting operational best practices.
- Investigated and resolved customer inquiries and complaints quickly.
- Investigated and resolved accounting, service and delivery concerns.
- Exhibited high energy and professionalism when dealing with clients and staff.
Education
High School Diploma -
Gladstone High School
Gladstone, OR06-2006
Skills
- Recordkeeping requirements
- Relationship building and management
- Policy development and implementation
- Account audits
Timeline
Relationship Banker
Bank of America
11.2024 - Current
Inside Sales
PacWest Sales Inc
08.2023 - 08.2024
Dock Forklift Driver
Old Dominion
04.2020 - 03.2024
Customer Service Representative
Volkswagen Group of America
12.2017 - 03.2020
High School Diploma -
Gladstone High School
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