Maria Lidia Villegas
Senior Banking Relationship Specialist
Bradenton,FL
Summary
Proficient with solid background in banking and financial environments. Satisfy customer needs to prompt, friendly support covering diverse services. Excellent documentation and money handling abilities. Customer service-oriented banking professional skilled at opening and updating financial accounts. Knowledgeable about available services and always ready to provide top-notch support. Security-focused and diligent about discreetly handling personal information. Dependable employee seeking opportunity to expand skills and contribute to company success. Considered hardworking, ethical, and detail-oriented. Experienced bringing over 10 years of quality performance in customer support supervisory roles. Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results.
Overview
13
13
years of professional experience
1
1
Language
Work History
BANKING RELATIONSHIP SPECIALIST
BANK OZK
09.2021 - Current
- Consistently monitored industry developments to stay informed on emerging trends, maintaining a competitive edge in the marketplace.
- Generated new business opportunities by actively referring clients to relevant products and services.
- Enhanced customer satisfaction through regular follow-ups and prompt resolution of concerns.
- Organized events for high-net-worth clients to foster community building and enhance brand loyalty.
- Provided timely and accurate information to clients regarding their accounts, transactions, and financial goals.
- Established long-lasting connections with new clientele by utilizing effective rapport-building techniques during initial interactions.
- Assisted colleagues with challenging client scenarios by sharing expertise and providing constructive feedback on proposed resolutions.
- Managed customer relations on ongoing basis to maximize customer retention.
- Strengthened client relationships by addressing needs and providing personalized solutions.
- Consistently met or exceeded sales targets through proactive engagement in relationship-building activities.
Office Manager
Lili's Carpet installation
04.2019 - 09.2021
- Improved employee performance by coordinating workflow and implementing performance incentives
- Supervised front office activities, including accounts payable and receivable, reception, and mail management
- Controlled office supplies, including placing new orders, monitoring usage, and coordinating regular restocking
- Resolved employee performance problems by tracking down root causes and retraining or offering guidance through difficult situations
- Resolved customer complaints and answered customers' questions regarding policies and procedures
- Covered daily office workloads through effective staffing and resource coordination.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Personal Banker
Suntrust
05.2017 - 03.2019
- Met individual member needs by recommending bank financial products and services
- Established new accounts with expert processing of applications and records management requirements
- Handled account management needs, including opening new customer accounts and sub-accounts for existing customers
- Supported timely loan underwriting by collaborating closely with customers to complete applications in full
- Delivered exceptional customer service for diverse banking needs by leveraging knowledge of bank operations, available offerings, and applicable regulations
- Created customer loyalty with strong consultative techniques and on-point service recommendations
- Completed application processes by obtaining customer credit records
- Obtained specialist support for customers requiring advanced assistance with financial needs.
Client Service Specialist
Suntrust Bank
04.2013 - 09.2016
- Reduced bank fraud with in-depth checks on suspicious transactions
- Elevated revenue by upselling customers on credit cards and other value-added options
- Created customer loyalty with strong consultative techniques and on-point service recommendations
- Handled account management needs, including opening new customer accounts and sub-accounts for existing customers
- Established new accounts with expert processing of applications and records management requirements
- Delivered exceptional customer service for diverse banking needs by leveraging knowledge of bank operations, available offerings, and applicable regulations
- Met individual member needs by recommending bank financial products and services
- Assisted customers seeking services such as opening new accounts or renting safety deposit boxes
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes
- Obtained specialist support for customers requiring advanced assistance with financial needs
- Backed up teller line with transaction processing, drawer balancing, and vault services.
Education
Travel and tourism -
Manatee technical Institute
Bradenton, FLDiploma -
Southeast high school
Bradenton, FLSkills
Customer service
Languages
4
Timeline
BANKING RELATIONSHIP SPECIALIST
BANK OZK
09.2021 - Current
Office Manager
Lili's Carpet installation
04.2019 - 09.2021
Personal Banker
Suntrust
05.2017 - 03.2019
Client Service Specialist
Suntrust Bank
04.2013 - 09.2016
Travel and tourism -
Manatee technical Institute
Diploma -
Southeast high school