Valerie Casillas
Palmdale,CA
Summary
Result-driven Financial Services Representative with strong background in customer service, financial sales and planning. Effective with excellent communication and analytical skills and posesses an in-depth understanding of financial products and services to best fit members needs.
Overview
12
12
years of professional experience
Work History
Financial Services Representative
Logix Federal Credit Union
07.2015 - Current
- Respond to inquiries from members and provide best matched personnel to achieve financial advice to help member thrive
- Schedule member appointments for sales platform
- Manage phone and email correspondence and handle daily FSR reports adhering to Member Experience guidelines
- Assist colleagues with loan completions if necessary
- Communicate between members and FSOs to maintain effective lines of communication.
- Build and deepen productive relationships with prospective and competitive members to drive sustained growth.
- Deliver, advise or refer members on favorable investment or financial opportunities to meet established economic goals.
Bank Teller
Union Bank
11.2011 - 07.2015
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Provided customer records, account statements and copies of checks.
- Reconciled cash drawer and resolved discrepancies.
- Counted and packaged currency and coins
- Maintained Vault and ATM Custodian duties
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Sold and cross-sold bank products to new and existing customers.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
Education
No Degree - Communications
Antelope Valley Collage
Lancaster, CAHigh School Diploma -
Highland High School
Palmdale, CA05.2008
Skills
- Risk Management
- Account Documentation
- Service Sales
- Teller Transactions
- Financial Services
- Solution Optimization
Additional Information
- The ability to perform well under pressure and handle multiple priorities
- FSR Certified
- Successfully passed the LFCU New Accounts, Consumer Lending and Sales Training courses
- Knowledgeable & familiar with systems such as Symitar, LoansPQ, Xperience, and most Microsoft office applications as well as web navigation systems
Timeline
Financial Services Representative
Logix Federal Credit Union
07.2015 - Current
Bank Teller
Union Bank
11.2011 - 07.2015
No Degree - Communications
Antelope Valley Collage
High School Diploma -
Highland High School
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