Summary
Overview
Work History
Education
Skills
Timeline
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Cheyenne Montellano

Bakersfield,CA

Summary

Achieved a President's Award at Chevron Federal Credit Union by developing financial plans and streamlining operations, enhancing customer satisfaction significantly. Demonstrated exceptional patience and active learning, excelling in roles from electronic banking to security, with a knack for exceeding performance targets and fostering client relationships.

Overview

15
15
years of professional experience

Work History

Sr. Member Relationship Advisor

Chevron Federal Credit Union
04.2022 - Current
  • Developed customized financial plans by thoroughly understanding client objectives and risk tolerance profiles.
  • Consistently exceeded performance targets related to asset growth, revenue generation of approximately 20 million, product penetration, and customer satisfaction scores.
  • Implemented new processes and procedures that streamlined operations within the department, increasing overall efficiency.
  • Strengthened client relationships by providing personalized financial advice and exceptional customer service.
  • One of the first to launch Video Banking. Maintaining the highest appointments alongside the highest confirmed deposits.
  • President's Award winner in 2024 for Quarter 3. As well as being accepted and graduated our "LFun" Leadership Program course.

Electronic Banking Specialist

Valley Republic Bank
03.2020 - 04.2022
  • Partnered with management to review processes continually, identifying areas for improvement within the Electronic Banking Specialist role.
  • Trained new employees on electronic banking procedures, ensuring consistent quality of service for customers.
  • Enhanced customer satisfaction by providing timely and accurate information regarding electronic banking products and services.
  • Achieved high levels of accuracy in transaction processing by adhering strictly to established protocols and guidelines.
  • Took on a mentee role for the Treasury Department.

TSA Agent

Department of Homeland Security
02.2018 - 03.2020
  • Utilized analytical skills effectively while reviewing x-ray images, accurately detecting any possible threat objects or discrepancies.
  • Adhered strictly to confidentiality guidelines when handling sensitive information about passengers or incidents that occurred during screenings.
  • Prevented unauthorized access to secure areas by verifying credentials for airport personnel and contractors.
  • Participated in ongoing training sessions, staying up-to-date on the latest transportation security procedures and technologies.

Relationship Manager

Waite & Associates, Inc.
09.2012 - 03.2018
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly goals by cultivating a strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of retirement products and services and exceeded performance metrics for customer service.
  • Individually managed our Southern CA office while Supervisors and other employee's were stationed in New York City.

Junior Typist Clerk

Kern County District Attorney's Office
10.2009 - 08.2012
  • Completed high-priority assignments swiftly without compromising attention to detail or quality of work produced.
  • Assigned a company car to visit and collect legal documents from court houses and police stations.
  • Maintained organization within the office by filing documents in a timely manner.
  • Strengthened relationships between departments through timely delivery of requested information in typed formats such as spreadsheets and reports.

Education

Associate of Arts - Business Administration

Bakersfield College
Bakersfield, CA

Skills

Patience and Tolerance

Active Learning

Self-awareness

Open-mindedness

Timeline

Sr. Member Relationship Advisor

Chevron Federal Credit Union
04.2022 - Current

Electronic Banking Specialist

Valley Republic Bank
03.2020 - 04.2022

TSA Agent

Department of Homeland Security
02.2018 - 03.2020

Relationship Manager

Waite & Associates, Inc.
09.2012 - 03.2018

Junior Typist Clerk

Kern County District Attorney's Office
10.2009 - 08.2012

Associate of Arts - Business Administration

Bakersfield College

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Cheyenne Montellano