Melissa Campos Valtierra
West Covina,CA
Summary
Accomplished Treasury Management Client Services Specialist with a proven track record at Zions Bancorporation, enhancing client satisfaction through exceptional customer support and problem-solving. Skilled in file management, demonstrating a strong interpersonal ability to elevate client experiences. Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
5
5
years of professional experience
Work History
Treasury Management Client Services Specialist
Zions Bancorporation
02.2024 - Current
- Collaborated with other departments to develop ways to increase customer satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
Branch Operations Specialist
California Bank & Trust
05.2021 - 02.2024
- Earned Loss Prevention awards on multiple occasions for being proactive and vigilant.
- Supported assigned branch by performing duties in branch operations, new accounts, and branch lending.
- Monitored branch work for completion and compliance.
- Established rapport with new clients to increase satisfaction and loyalty.
Client Service Associate
California Bank & Trust
02.2020 - 05.2021
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Performed teller functions including balancing cash and other daily transactions.
- Liaised with management to develop solutions and accomplish shared objectives.
Education
Bachelor of Science - Business Administration
California State University Of Los Angeles
Los Angeles02.2018
Skills
- Active listening skills
- Cross-functional coordination
- Customer Support
- File Management
- Problem-solving
- Strong interpersonal skills
Timeline
Treasury Management Client Services Specialist
Zions Bancorporation
02.2024 - Current
Branch Operations Specialist
California Bank & Trust
05.2021 - 02.2024
Client Service Associate
California Bank & Trust
02.2020 - 05.2021
Bachelor of Science - Business Administration
California State University Of Los Angeles
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