Nichola Aguila
San Jose,CA
Summary
Professional sales-focused manager with over 10 years of management experience in diverse fields. Proven history of building relationships with satisfied customers. Equally skilled as management leader and meticulous number cruncher focused on overall operational performance.
Overview
11
11
years of professional experience
2
2
Certifications
Work History
Assistant Manager
CEFCU
06.2021 - Current
- Developed strong working relationships with staff, fostering a positive work environment.
- Mentored staff members in their professional development by offering guidance/support in their assigned roles.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Assist with monitoring and evaluating the Member Center staff work performance
- Ensuring a proactive and consultative sales environment exists in the Member Center by providing strong leadership and staff support.
- Developing and maintaining a strong image within the community with a primary focus on external business development.
- Underwriting consumer loans with approvals, counters, or decline decisions.
Relationship Officer
PremierOne Credit Union
09.2019 - 06.2021
- Maintained strong knowledge of industry trends, sharing insights with clients as part of proactive advisory services.
- Oversaw complex transactions involving multiple parties ensuring smooth execution without compromising compliance requirements.
- Increased referral business by actively networking within the community and participating in local events representing the bank.
- Retained valuable customers by identifying opportunities for account expansion and addressing areas of concern before they escalated.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
- Promoted a positive work environment through open communication, fostering collaboration among team members.
- Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Cash Management Officer
United Business Bank
07.2017 - 09.2019
- Ensured compliance with regulatory requirements related to cash handling and reporting, avoiding potential penalties or sanctions.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Utilized financial software to prepare consolidated financial statements.
- Complied with established internal controls and policies.
- Installation of scanners, trouble shooting, and cross-selling other products to our business clients.
- Oversee 6 other branches while manager is out of the office.
Assistant Branch Manager
US Bank
06.2013 - 07.2017
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Developed strong relationships with key clients, contributing to significant growth in business revenue.
- Improved teller accuracy by implementing standardized cash handling procedures and conducting regular audits on cash drawers.
- Led monthly team meetings focusing on progress updates, goal-setting sessions, best practices sharing and collaborative problemsolving.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Maintained friendly and professional customer interactions.
Education
Criminal Justice -
West Valley College
Saratoga, CA 05.2001 -
Skills
Employee Performance Evaluations
Product and service knowledge
Task Delegation
Recruiting and interviewing
Staff Development
Certification
Notary
Timeline
Notary
06-2023
Assistant Manager
CEFCU
06.2021 - Current
Relationship Officer
PremierOne Credit Union
09.2019 - 06.2021
Cash Management Officer
United Business Bank
07.2017 - 09.2019
Assistant Branch Manager
US Bank
06.2013 - 07.2017
NMLS #1093167
01-2012
Criminal Justice -
West Valley College
05.2001 -