Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Delmy Aguilera

Whittier,CA

Summary

Professional in banking and financial services with strong focus on customer service, account management, and financial solutions. Proven ability to collaborate within teams, adapt to changing needs, and consistently achieve results. Skilled in handling transactions, advising clients on banking products, and managing client relationships. Known for reliability, communication skills, and results-driven approach.

Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes.

Overview

24
24
years of professional experience

Work History

Universal Banker

HAB BANK
11.2023 - Current
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Increased referral rates by forging strong connections with customers and identifying potential business development opportunities.
  • Referred customers to other banking departments for specialized services.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.

Financial Services Representative

Prospera Financial
01.2021 - 10.2023
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Developed and maintained strong client relationships to understand financial goals and provide tailored advice.

Customer Service Representative

Bank of America
03.2001 - 08.2019
  • Responded to customer requests for products, services, and company information.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Enhanced customer satisfaction by addressing and resolving complex inquiries in both English and Spanish languages.
  • Gained customer trust by providing knowledgeable and accurate information in both English and Spanish.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Developed a deep understanding of customer service principles and customer service best practices.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

Education

High School Diploma -

Los Angeles High School
Los Angeles, CA

Skills

  • Branch operations
  • Cash handling proficiency
  • Electronic funds transfer
  • Dual control vaults
  • Wire transfers
  • Customer service
  • Sales proficiency
  • Self-motivated nature
  • Relationship building
  • Account openings
  • Cash handling

Languages

Spanish

Timeline

Universal Banker

HAB BANK
11.2023 - Current

Financial Services Representative

Prospera Financial
01.2021 - 10.2023

Customer Service Representative

Bank of America
03.2001 - 08.2019

High School Diploma -

Los Angeles High School

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Delmy Aguilera