Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Rachel Villaruel

Gonzales,LA

Summary

Dynamic Relationship Banker with a proven track record at Regions Bank, excelling in client relationship management and cross-selling strategies. Adept at delivering exceptional customer service and resolving complex issues, I consistently enhance client satisfaction and loyalty through proactive follow-ups and tailored financial solutions. Strong collaborator with a focus on achieving results.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Relationship Banker

Regions Bank
Gonzales, LA
09.2018 - Current
  • Managed and deepened client relationships by providing personalized financial solutions and advice.
  • Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
  • Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
  • Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
  • Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
  • Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.

Timekeeper

CB&I, Chicago Bridge & Iron
Baton Rouge, LA
05.2017 - 09.2018
  • Identified, researched and resolved issues with hours worked.
  • Created day-off schedules and monitored available and used days off for each employee.
  • Handled payroll help desk and answered questions regarding correct and accurate payroll time entry.
  • Processed weekly and monthly payroll for employees accurately and on time.
  • Tracked employee vacation, personal and sick leave earnings and use.

Banker

Seacoast Bank
Ft. Pierce, FL
12.2015 - 05.2017
  • Delivered exceptional service to customers in person or over telephone.
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Opened new checking, savings and lines of credit for customer accounts.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.

Lead Teller Operations Specialist

Chase Bank
Ft. Pierce, FL
10.2013 - 12.2015
  • Performed daily reconciliation of teller cash drawers, ensuring accuracy and compliance with bank policies.
  • Created reports detailing monthly performance metrics for each branch location.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Adhered to financial services security and audit procedures.
  • Provided support to branch personnel in regards to operational issues, inquiries, and customer service requests.
  • Conducted periodic audits of teller transactions to ensure accuracy and adherence to established policies and procedures.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Trained employees on cash drawer operation.

Education

BBA - Business Administration

Keiser University
Fort Lauderdale, FL

Associate of Arts - Business Administration

University of The Virgin Islanda
St Croix VI

Skills

  • Client relationship management
  • Cross-selling strategies
  • Customer service
  • Team collaboration
  • Problem solving
  • Client follow-up

Certification

  • Louisiana Annuities and Life Insurance Licenses

Timeline

Relationship Banker

Regions Bank
09.2018 - Current

Timekeeper

CB&I, Chicago Bridge & Iron
05.2017 - 09.2018

Banker

Seacoast Bank
12.2015 - 05.2017

Lead Teller Operations Specialist

Chase Bank
10.2013 - 12.2015

BBA - Business Administration

Keiser University

Associate of Arts - Business Administration

University of The Virgin Islanda

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Rachel Villaruel