Yuliana Villalon

Houston

Overview

years of professional experience

Certification

Houston Federal Credit Union

Houston

07.2024 - Current

Assist members with a full range of financial transactions, including deposits, withdrawals, loan payments, check cashing, processing cash advances, and account inquiries.
Open new personal and business accounts while ensuring accuracy, compliance, and a positive member experience.
Provide knowledgeable support by identifying members' needs and recommending appropriate credit union products and services.
Maintain a balanced cash drawer daily, with strong attention to detail and adherence to security and compliance standards.
Support branch operations by performing opening procedures, system setup, and cash verification.
Deliver friendly, professional service that strengthens member relationships, and supports branch goals.
Processed loan applications and documentation for efficient member service delivery.

Classic Elite

Houston

06.2023 - 07.2024

Showcase attention to detail, ensuring that sensitive information is safeguarded.
Utilize Google Docs to create and manage spreadsheets and PDFs.
Filing and organizing both physical and digital files in multiple formats
Enter paperwork into an electronic system
Respond to multiple file requests in a timely manner.
Perform other duties as assigned

Journeys

Houston

09.2021 - 03.2023

Registered sales on a cash register by scanning items, itemizing, and totaling customers' purchases.
Resolved customer issues and answered questions.
Provided a positive customer experience with courteous service.
Maintained checkout operations by following policies and procedures, and reporting needed changes.
Performed other duties as assigned.

Houston City College

Spanish

Professional

Public Notary

Houston Federal Credit Union

07.2024 - Current

Classic Elite

06.2023 - 07.2024

Journeys

09.2021 - 03.2023

Houston City College