Blanca Cadena
San Antonio
Summary
Financial services banking professional with 30 years of experience and specialization in working with high net worth members. Adept at building relationships, facilitating communication and implementing strategic plans to meet business and member needs.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Administrative Assistant
City Of San Antonio
12.2024 - Current
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Bank Sales Service Contact Center Representative II
USAA Federal Saving Bank
11.2022 - 11.2024
- Handle Inbound member calls for a fast paced high volume contact center environment for multiple bank products including Credit Cards, CDs, Savings and Checking accounts
- Advise and educate members on digital tools and resources
- Provide exceptional member support through empathy, active listening and de-escalation techniques
- Embrace continuous improvement and development through coaching and collaboration with manager and team members
- Maintain knowledge of banking regulations, rules and guidelines associated with USAA Banking products
Call Center Agent
City of San Antonio/NHSD
05.2021 - 11.2022
- Answered questions and provided education solutions on complex issues, Self-resolution techniques and value-added services
- Trained and supervised new employees to promote team productivity and consistent service
- Explained key information regarding products and services to customers to encourage informed decision-making
Senior Bank Specialist
USAA Federal Saving Bank
03.1993 - 07.2019
- Maintained knowledge of banking regulations, rules and guidelines associated with USAA Banking products
- Performed complex deposit account origination for trust registration and other estate planning needs
- Responded to general banking servicing and complex customer inquiries through all channels
- Deepened member relationships through needs assessment and solution offerings from the wide array of USAA Banking products and services
- Assisted member's immediate request (s) in resolving highly complex questions, issues, or needs on multiply Banking products
- Ensured risks associated with banking activities are effectively identified, measured, monitored, and controlled
- Opened/closed members savings, checking, Certificate of Deposit, Individual Retirement Account and credit cards
- Facilitated new team members on various Bank systems and Banking products
Education
No Degree - Business Administration and Finance
University of The Incarnate Word
San Antonio, TexasSkills
- Open banking accounts
- Handle customer calls
- Resolve escalation issues
- SME on fiduciary bank account registrations
- Execute domestic and international wires
- Originate consumer loans
- Fund consumer loans
- Close consumer loans
- Review automobile title work
- Process manual credits
- Process automatic credits
- Process manual debits
- Process automatic debits
Accomplishments
USAA Federal Savings Bank 2018 Ambassador Award for outstanding performance and team contributions.
Certified Wealth Strategy Certification 2010
Texas Real Estate License (2021)
Certification
- Certified Wealth Strategy Certification, 2010
- Texas Real Estate License, 2021
Timeline
Administrative Assistant
City Of San Antonio
12.2024 - Current
Bank Sales Service Contact Center Representative II
USAA Federal Saving Bank
11.2022 - 11.2024
Call Center Agent
City of San Antonio/NHSD
05.2021 - 11.2022
Senior Bank Specialist
USAA Federal Saving Bank
03.1993 - 07.2019
No Degree - Business Administration and Finance
University of The Incarnate Word
Similar Profiles
Derek VasquezDerek Vasquez
Enterprise Architect at City of San AntonioEnterprise Architect at City of San Antonio
Celeste La PlantCeleste La Plant
Heavy Equipment Operator/ Lead CDL Driver at City of San AntonioHeavy Equipment Operator/ Lead CDL Driver at City of San Antonio
MARICEL MEDINAMARICEL MEDINA
Human Resources Specialist at City of San Antonio - Human ResourcesHuman Resources Specialist at City of San Antonio - Human Resources
Celia FernandezCelia Fernandez
Family Support Worker at City Of San AntonioFamily Support Worker at City Of San Antonio
David BurattiDavid Buratti
Installer at Bell Glass & MirrorInstaller at Bell Glass & Mirror