Financial Services Officer

• Mar 2018 - Present

• Upload and process consumer loans. • Process new and prospective members’ applications. • Address clients’ questions and concerns and advise on additional member services available. • Support the sales environment by promoting branch products to members. • Upload and process consumer loans. • Process new and prospective members’ applications. • Address clients’ questions and concerns and advise on additional member services available. • Support the sales environment by promoting branch products to members.

Branch Manager

• Jul 2016 - Nov 2017

• Managed two branches and coordinated the daily operations to provide great member service. • Maintained and ensured branches were staffed appropriately. • Planned and facilitated department meetings as well as individual one-on-one coaching. • Trained staff on new products and procedures. • Deescalated customer complaints and provided service to ensure a positive outcome. • Uploaded and processed consumer loans. • Prepared, ordered , and sold Federal Reserve cash. • Performed monthly and quarterly teller cash drawer audits. • Conducted collection calls on a weekly basis. • Supported the sales environment by promoting branch products to members. Show less

Lead Teller

• Jan 2010 - Jul 2016

• Supervised tellers to maintain high levels of customer service.• Coordinated the daily operations and acted as the primary resource to the front line office staff.• Ran daily reports to ensure and verify accuracy of general ledgers.• Prepared, ordered, and sold Federal Reserve cash.• Audited monthly and quarterly teller cash drawers, travelers’ cheques, and gift card inventory.

Lead Member Services Representative

• Jul 2009 - Jan 2010

• Addressed clients’ questions and concerns and advised on additional member services available.• Processed new and prospective members’ applications. • Uploaded and processed consumer loans.

Branch Coordinator

• Jan 2002 - Jul 2009

• Coordinated the daily operation of the branch, including: opening and closing activities, ensuring adequate daily coverage to maintain uninterrupted member services, and having knowledge of all equipment including security system, and ATMs.• Trained staff on new procedures and products to ensure high degree of customer service.• Conducted necessary error resolution with upset members.• Supported the sales environment by promoting branch products to members.• Maintained overall staffing workflow of the branch.• Planned and facilitated departmental meetings. Show less

Training Specialist

• Jan 2000 - Jan 2003

• Trained new employees on primary job duties, products, services, and technology. • Developed training materials for class presentations, updated and maintained training manuals, maintained operating procedures for each job, and conducted training classes.• Collaborated with the lead trainer and departmental supervisors to identify training needs and develop appropriate training materials.

Financial Services Representative

• Nov 1998 - Jan 2000

Petty Officer, Third Class

• Nov 1994 - Nov 1998