Summer Nelson

Assistant Branch Manager at Industrial Federal Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Crawfordsville, Indiana, United States, IN

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Assistant Branch Manager
      • Nov 2018 - Present

      Reports to Branch Manager Efficient in all bank products and services Opens and closes business and consumer accounts Completes all end of month branch compliance's, administers monthly action plans and goals for tellers. Discusses products and services designed to satisfy members banking needs Serves as the Branch Manager during her absence Processes all transactions to the branch vault Represents the credit union in processing and closing consumer loans. Reports to Branch Manager Efficient in all bank products and services Opens and closes business and consumer accounts Completes all end of month branch compliance's, administers monthly action plans and goals for tellers. Discusses products and services designed to satisfy members banking needs Serves as the Branch Manager during her absence Processes all transactions to the branch vault Represents the credit union in processing and closing consumer loans.

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Retail Sales Consultant
      • Aug 2014 - Nov 2018

      Handles customer transactions with the highest level of professionalism Discusses products and services with our customers to better fit their needs Helps train new employees Values coaching opportunities for continued growth Multiple awards for meeting metrics Works closely with management to ensure great customer experience Completed Retail Management Development Program 2016 & 2018 Handles customer transactions with the highest level of professionalism Discusses products and services with our customers to better fit their needs Helps train new employees Values coaching opportunities for continued growth Multiple awards for meeting metrics Works closely with management to ensure great customer experience Completed Retail Management Development Program 2016 & 2018

    • Branch Manager
      • Aug 2008 - Mar 2013

      • Reported directly to owner • Appointed to handle all transactions in a satellite office • Designed a Business Plan which increased marketing demographics and sales growth . • Processed federal and state income taxes • Handled all networking in the local area for company creating and building relationships with both local businesses and consumers • Updated Standard Operating Procedures (SOP) to ensure timeliness and accuracy • Created spreadsheets for management review using MS Excel and submitted on a weekly basis • Trained new employees and enforced SOPs • Prepared legal documentation and represented company in small claims court for collection activities • Interviewed customers to ensure their qualifications for loans • Processed daily transactions for customers Show less

    • United States
    • Accounting
    • 1 - 100 Employee
    • Teller / Vault Teller
      • Nov 2000 - Feb 2002

      • Reported to Branch Manager • Learned bank products and services • Opened and closed business and consumer accounts • Met with and evaluated each customers’ needs • Discussed products and services designed to satisfy their banking needs • Processed all business deposits. • Monitored and documented all visits to the branch vault • Promoted customers’ loyalty and satisfaction for long-term relationships • Reported to Branch Manager • Learned bank products and services • Opened and closed business and consumer accounts • Met with and evaluated each customers’ needs • Discussed products and services designed to satisfy their banking needs • Processed all business deposits. • Monitored and documented all visits to the branch vault • Promoted customers’ loyalty and satisfaction for long-term relationships

    • Teller
      • Aug 1997 - Jan 2000

      Union Federal Savings, Indianapolis, Indiana 05/1999 – 01/2000 Old National Bank Terre Haute, Indiana 09/1998 – 05/1999 Teachers’ Credit Union, Crawfordsville, Indiana 08/1997 – 08/1998 Union Federal Savings, Indianapolis, Indiana 05/1999 – 01/2000 Old National Bank Terre Haute, Indiana 09/1998 – 05/1999 Teachers’ Credit Union, Crawfordsville, Indiana 08/1997 – 08/1998

Education

  • Danville Area Community College
    Associates of Applied Science

Community

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