Daissy Villalobos
Glendale
Summary
Client-focused banking professional with 10+ years in consumer banking and consultative sales. Proven expertise in building client relationships, assessing financial needs, and delivering customized solutions. Experienced in small business and credit discussions, with a strong ability to identify opportunities across consumer and business banking.
Overview
10
10
years of professional experience
Work History
Member Loan Specialist
Credit Union West
Glendale
04.2026 - Current
- Assist members with consumer lending needs by reviewing loan applications and evaluating financial information to provide tailored solutions that support their financial goals.
- Build strong member relationships by delivering personalized service, answering questions and guiding members through the lending process.
- Educate members on loan products, account services, and financial solutions to help meet their needs.
- Collaborate with branch team to enhance daily operations and achieve service goals, ensuring high member satisfaction.
Client Relationship Consultant
U.S. Bank
Phoenix
05.2016 - 03.2026
- Supported business clients with transactions , account opening, and digital banking tools.
- Opened and booked full suite of consumer banking products including checking, savings, credit cards and loans.
- Generated cross-sell opportunities through daily phone and in-person client interactions.
- Conducted small business and consumer financial conversations to identify banking , credit, cash-flow needs.
- Recognized by leadership for consistent reliability and effective teamwork.
Samsung Sales Associate
Samsung
Phoenix
11.2016 - 02.2017
- Recognized as top sales performer for December 2016 after exceeding sales goals, contributing to overall team success.
- Cross-sold Samsung accessories and technology solutions, increasing customer satisfaction and sales.
- Troubleshot customer devices, providing tailored product education to enhance user experience.
Education
High School Diploma -
Copper Canyon
Glendale, AZSkills
- Consumer lending
- Loan evaluation
- Loan processing
- Client relationship management
- Customer account management
- Product expertise
Timeline
Member Loan Specialist
Credit Union West
04.2026 - Current
Samsung Sales Associate
Samsung
11.2016 - 02.2017
Client Relationship Consultant
U.S. Bank
05.2016 - 03.2026
High School Diploma -
Copper Canyon