Experience

Financial Plus Credit Union - Michigan

• United States
• Financial Services
• 1 - 100 Employee

• Operations Coordinator

  • Apr 2018 - Present

  • Create, maintain, and close Individual Retirement Accounts following proper laws and procedures in accordance tocompany policy as well as Michigan law. • Note and maintenance all deceased accounts following proper company procedures and privacy laws. Also note allpaperwork needed to close the account by front line staff. • Create, maintain, and maintenance all safety deposit boxes as well as drill and change locks on all unoccupied boxeseach quarter. • Regularly verify reports with information gathered from various sources. • Create and maintenance all certificates passed through the contact center as well as message boards. • Scan and image various paperwork into members accounts. • Create and mail debit, credit, and ATM cards. • Sort and distribute mail to each branch and department. Show less

• Bank Teller

  • May 2016 - Apr 2018

  • Explain, promote, or sell products or services such as certificates, credit cards, money orders, cashier's checks, usingcomputerized information about customers to tailor recommendations. • Resolve problems or discrepancies concerning customers' accounts. • Carry out special services for customers, such as ordering bank cards and checks. • Count, verify, and post armored car deposits. • Examine checks for endorsements and to verify other information such as dates, bank names, identification of the personsreceiving payments and the legality of the documents. • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers,calculators, or adding machines. Show less