VANESSA MONTIJO
West Allis,WI
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement. Business-minded Finance Manager promoting more than 20 years of expertise overseeing transactions and reconciling monthly financial reports. Highly collaborative individual with track record of effectively training and coaching staff members. Offering confidence, team contribution and decision making skills.
Overview
23
23
years of professional experience
Work History
Branch Manager
Empower Credit Union, West Allis
West Allis, WI
12.2021 - 02.2023
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Implemented service improvements to enhance sales cycle.
- Maintained friendly and professional customer interactions.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Launched new training program to boost employee skills and staff retention rate
Personal Banker III
TruStone Credit Union
Greenfield, WI
08.2020 - 06.2021
- Outstanding performing banker-Month 1 sales of $195K in successful loans
- Continued to be Top banker with
- Consumer loan such as HELOC, HE loans, referrals to mortgage
- Strong communication skills, adept at financial counseling
- Deeply rooted in the community by way of Greater Greenfield Chamber of Commerce
- Established relationships with smaller businesses to help them succeed utilizing products of TCU.
- Promoted financial products by maintaining excellent service offering knowledge.
- Responded to customer inquiries regarding new accounts and account services
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database
ASSISTANT BRANCH MANAGER (INTERIM BRANCH MANAGER)
MARINE CREDIT UNION, MCU
Wauwatosa, WI
12.2019 - 06.2020
- COVID DISPLACED) 2nd highest volume branch – Oversight of branch operations, sales, order management, security, and Teller staff
- Escalated member resolution and full account management
- Special Project: Contract Relationship – MCU to be the main lender for a property development program through City of Milwaukee (Ask me during an interview!)
- Reviewed credit applications for risk factors and credit worthiness.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Acted as a team leader in group projects, delegating tasks and providing feedback
- Exercised leadership capabilities by successfully motivating and inspiring others
- Managed time efficiently in order to complete all tasks within deadlines
- Strengthened communication skills through regular interactions with others
CALL CENTER SPECIALIST/COMPLIANCE
ASSOCIATED BANK,/ BANK MUTUAL
Hales Corners, WI
10.2017 - 12.2018
- Fast-paced support to customers for variety of account sales and service needs
- Online support to process various fraud disputes and escalated resolutions
- Corporate compliance specialist/Bank Mutual
- Recommended products to customers, thoroughly explaining details.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Advised clients on compliance fraud and investigations, as well as potential remedies and required actions.
- Received multiple positive reviews acknowledging dedication to excellent customer service
- Leveraged sales expertise to promote products and capitalize on upsell opportunities
- Placed outbound customer service or customer satisfaction calls to follow up on issues.
Sales Representative
LENS CRAFTERS
11.2016 - 06.2017
- Drove store revenue by offering customers accessories and related purchases to complete selections.
- Informed customers of promotions to increase sales productivity and volume.
- Contributed to event marketing, sales and brand promotion.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations
- Monitored service after sale and implemented quick and effective problem resolutions
- Presented professional image consistent with company's brand values
Tech Consultant
08.2013 - 01.2015
Customer Service Representative
US Cellular Center
Pewaukee, WI
02.2011 - 04.2013
- Consistently achieved goals - Top ranked sales specialist
- Experience prior 2013
- Responded proactively and positively to rapid change.
- Investigated and resolved customer inquiries and complaints quickly.
- Responded to customer requests for products, services, and company information.
Business Lending Officer
US Bank & Wells Fargo
West Allis, WI
09.1999 - 05.2009
- Processed loan applications and monitored progress from start to finish.
- Researched and updated industry knowledge on changing legislation and regulations.
- Helped college students obtain financial aid through loan programs.
- Compiled closing packages for drafting and presentation accuracy.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Explained very technical financial information to applicants in easy to understand language.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks
- Demonstrated strong organizational and time management skills while managing multiple projects
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
Education
GED -
Milwaukee Area Technical College
Milwaukee, WIAssociate Degree in Accounting - Accounting And Finance
American Institute of Banking
Online06.1997
Notary
Licenses & Certifications
WDFI10.2018
Skills
- Government Regulations
- Community Reinvestment Act
- Customer Interaction
- Appraisal Reports
- Staff Management
- Financial Analysis
- Safety Protocols
- Staff Supervision
- Sales Expertise
- Multitasking Abilities
- Cash Handling
- Excellent Communication Skills
- Bank Security Expertise
Accomplishments
- Empower CU – Trained new staff from entry level to advancement promotions i.e. Lead Teller, Personal Banker, general IRA training
- TruStone CU – Month one loan production was $195K loan production
- MCU: Lifted branch production ranking from #35/39 in district to #3/39 in district after 1st year
- Greenfield Chamber of Commerce to deliver financial education to Hispanic Community
- Community - Resulted in 37% increase in Home Ownership
- Consumer loans and 46% increase in Depository relationships
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Wells Fargo: Increased relationship with Hispanic Chamber of Commerce and Latino customer presence resulting in consistent, significant YOY deposit and loan growth
- Flexible, supportive, motivated, a good example, practicality, creative approaches, active listener, and observant
- IRA Specialist in Acsensus
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Branch Manager
Empower Credit Union, West Allis
12.2021 - 02.2023
Personal Banker III
TruStone Credit Union
08.2020 - 06.2021
ASSISTANT BRANCH MANAGER (INTERIM BRANCH MANAGER)
MARINE CREDIT UNION, MCU
12.2019 - 06.2020
CALL CENTER SPECIALIST/COMPLIANCE
ASSOCIATED BANK,/ BANK MUTUAL
10.2017 - 12.2018
Sales Representative
LENS CRAFTERS
11.2016 - 06.2017
Tech Consultant
08.2013 - 01.2015
Customer Service Representative
US Cellular Center
02.2011 - 04.2013
Business Lending Officer
US Bank & Wells Fargo
09.1999 - 05.2009
GED -
Milwaukee Area Technical College
Associate Degree in Accounting - Accounting And Finance
American Institute of Banking
Notary
Licenses & Certifications
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