Valerie De La Torre

Over see all aspects of a credit union branch, including operations, staff, financial performance, and member satisfaction. This involves managing daily operations, supervising staff, ensuring compliance, and driving revenue growth. I also handle financial reporting, approve loans, process, and submit applications, and manage risk.

Open, close, and maintenance consumer and commercial accounts. Provide excellent customer service and ensure member satisfaction.

• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
• Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
• Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
• Processed deposits, withdrawals and ACH transfers accurately.
• Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
• Improved customer satisfaction by providing personalized banking solutions and exceptional service.