Marilia Prestes
Palm Coast
Summary
Accomplished Senior Relationship Specialist with a proven track record at VyStar Credit Union, excelling in loan processing and client profiling. Adept at conflict resolution and fostering strong client relationships, driving branch growth. Fluent in Portuguese, leveraging CRM proficiency to enhance service delivery and compliance. Consistently achieved 100% accuracy in account management and auditing.
Overview
25
25
years of professional experience
Work History
Senior Relationship Specialist
VyStar Credit Union
Palm Coast
07.2014 - Current
- Addressed member needs through personalized service and support.
Conducted profiling to identify and leverage business opportunities.
Opened and maintained personal and business accounts to enhance client relationships.
Processed loan applications, including lines of credit, credit cards, auto loans, and personal loans.
Reviewed membership applications to ensure compliance with regulations.
Audited safe deposit box contracts for accuracy and adherence to policy.
Collaborated with business partners to drive branch growth and revenue. - Cultivated strong client relationships through regular communication and personalized service.
- Managed account documentation and ensured compliance with company policies.
Relationship Banker
BB&T Bank/ Truist Bank
Palm Coast
01.2006 - 07.2014
- Delivered exceptional customer care to enhance client experience.
Opened and maintained personal and business checking and savings accounts.
Executed money wire transactions and managed cash orders.
Reviewed loan applications for approval processes.
Oversaw safe deposit box operations to ensure compliance with safety protocols.
Presented informative sessions to improve team skills and knowledge.
Managed business calls effectively to support client needs and inquiries.
Employed Microsoft Excel, Word, Quicken, and Outlook for administrative tasks. - Assisted in compliance efforts by maintaining up-to-date knowledge of regulations.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
Teller/Teller Coordinator
SunTrust Bank
Palm Coast
01.2001 - 07.2006
- Managed cash handling, including night drops and commercial deposits.
Executed teller transactions efficiently to ensure accuracy.
Coordinated ordering and shipping of money for operational needs.
Developed work schedules to optimize staffing and productivity. - Maintained cash drawer integrity through regular audits.
- Promoted a positive banking experience through exceptional service.
- Handled large volumes of currency quickly and accurately with minimal errors.
Education
Master Degree - Physical Education
Organização Santamarense de Educação e Cultura University
Brazil01.1989
Skills
- Loan processing and client profiling
- Account management and compliance auditing
- Risk assessment and problem solving
- Conflict resolution and de-escalation techniques
- Time management and referral screening
- CRM proficiency
- Cash handling
- Fluent in Portuguese
References
EXCELLENT REFERENCES AVAILABLE UPON REQUEST
Timeline
Senior Relationship Specialist
VyStar Credit Union
07.2014 - Current
Relationship Banker
BB&T Bank/ Truist Bank
01.2006 - 07.2014
Teller/Teller Coordinator
SunTrust Bank
01.2001 - 07.2006
Master Degree - Physical Education
Organização Santamarense de Educação e Cultura University