Experience

Heartland Credit Union
• United States
• Financial Services
• 1 - 100 Employee
• Member Service Representative

  • Oct 2019 - Present


Summit Credit Union

• United States
• Banking
• 400 - 500 Employee

• Video Teller

  • Sep 2016 - Sep 2019

  Cottage Grove, WI As a Video Teller I am responsible for providing real time teller assistance to members of the Credit Union from a centralized location via video transmission delivered through the Interactive Teller Machines. Process a multitude of diverse transactions while maintaining a high level of accuracy. Responsible for making decisions that require a high level of judgement to properly serve members while protecting the interests and needs of the Credit Union. Be attentive to member's needs and… Show more As a Video Teller I am responsible for providing real time teller assistance to members of the Credit Union from a centralized location via video transmission delivered through the Interactive Teller Machines. Process a multitude of diverse transactions while maintaining a high level of accuracy. Responsible for making decisions that require a high level of judgement to properly serve members while protecting the interests and needs of the Credit Union. Be attentive to member's needs and uncover new business referrals to help improve the member's financial situation. • Manage member transactions via the Video Teller Machines. • Implement Video Teller program at Summit • Educate managers, information technology staff, and clients about Video Teller process and improvement • On-board and train Video Teller staff • Select recorded transactions for training and process improvement • Distribute promotional products for all Summit branches • Organize financial packets to streamline consumer lending process

• Senior Member Service Representative

  • Sep 2015 - Sep 2016

  Fitchburg, WI Responsible for coordinating branch operations to ensure efficient workflow within the branch. Maintain vault logistics. Review and monitor official examination of documents and financial statements to ensure accounts are properly maintained as required by law. Perform a wide variety of transactions for members with a high degree of accuracy. Uncover new business referrals to help members improve their financial situation. Make high level judgement and decisions that best serve members and… Show more Responsible for coordinating branch operations to ensure efficient workflow within the branch. Maintain vault logistics. Review and monitor official examination of documents and financial statements to ensure accounts are properly maintained as required by law. Perform a wide variety of transactions for members with a high degree of accuracy. Uncover new business referrals to help members improve their financial situation. Make high level judgement and decisions that best serve members and protect interests of the Credit Union.



Associated Bank

• United States
• Financial Services
• 700 & Above Employee

• Universal Banker

  • Oct 2014 - Sep 2015

  Madison, Wisconsin Area Responsible for assisting customers in a dual role focused on delivering exceptional service and quality with every transaction. Perform teller transactions, service customer needs, resolve issues, and, when appropriate, proactively sell Associated Bank products to existing customers and prospects. Identify, expand and deepen customer relationships through profiling and then recommend appropriate products and services. Make customer referrals to the appropriate line of business to meet their… Show more Responsible for assisting customers in a dual role focused on delivering exceptional service and quality with every transaction. Perform teller transactions, service customer needs, resolve issues, and, when appropriate, proactively sell Associated Bank products to existing customers and prospects. Identify, expand and deepen customer relationships through profiling and then recommend appropriate products and services. Make customer referrals to the appropriate line of business to meet their financial needs. Show less



Jenifer Street Market

• United States
• Retail
• 1 - 100 Employee

• Keyholder Cashier

  • Jun 2009 - Oct 2014

  Madison, Wisconsin Area Responsible for holding vault key. Complete transactions accurately and timely, resolve issues, assist in on-boarding new team members, verify cash-flow and prepare bank deposits. Organize and distribute inventory as needed.