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
Palmdale, CA
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
Palmdale CA
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