Diego Chacon
Saint Paul,MN
Summary
Dynamic Universal Banker with a proven track record at Wings Financial Credit Union, adapt and develop developing customized strategies and enhancing customer satisfaction. Excel and sales strategies and customer, supportive expertise, significantly improving client retention. Skilled in engaging presentation delivery and technical review, consistently reassuring, compliance with bank, regulations and fostering, productive customer relations.
Overview
8
8
years of professional experience
Work History
Universal Banker
Wings Financial Credit Union
Savage, MN
03.2025 - Current
- Facilitated member account openings and closings, ensuring compliance with credit union policies.
- Assisted members with loan applications and financial services, enhancing overall customer satisfaction.
- Educated members on digital banking tools, promoting efficient self-service options.
- Processed transactions accurately and efficiently, maintaining high levels of service quality.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Client Relationship Consultant
US Bank National Association
Saint Paul , MN
07.2022 - Current
- Built and maintained strong, long-term relationships with clients, providing personalized financial solutions and advice
- Assisted clients with a variety of banking products and services, including accounts, loans, and credit options
- Identified opportunities to cross-sell additional banking products, driving sales and meeting performance goals
- Delivered exceptional customer service by resolving inquiries and addressing client needs promptly
- Demonstrated strong communication, problem-solving, and sales skills to enhance customer satisfaction and loyalty
- Collaborated with team members to ensure seamless client experiences and achieve branch objectives
Guest Advocate
Target
Woodbury, MN
01.2022 - 07.2024
- Greeted customers and provided assistance to ensure a positive shopping experience.
- Provided product knowledge to customers on the features and benefits of products.
- Worked very closely with team to achieve goals
- Use professional knowledge to resolve customer difficulties
- Trained on an integrated POS system
Customer Service Representative
Wendy’s
Woodbury, MN
01.2018 - 01.2022
- Processed customers orders accurately and efficiently
- Resolved customers inquiries in a timely manner
- Maintained an organized system for tracking customers, interactions and feedback
Education
High School Diploma -
United Christian Academy
Bloomington MN05.2022
Skills
- Engaging presentation delivery
- Reporting writing
- Assessment proficiency
- Technical review
- Sales strategist
- Customer supportive expertise
Timeline
Universal Banker
Wings Financial Credit Union
03.2025 - Current
Client Relationship Consultant
US Bank National Association
07.2022 - Current
Guest Advocate
Target
01.2022 - 07.2024
Customer Service Representative
Wendy’s
01.2018 - 01.2022
High School Diploma -
United Christian Academy