Experience

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  Heartland Credit Union

  • United States
  • Financial Services
  • 100 - 200 Employee

  • Payment Services Representative

    • Feb 2018 - Present

  • Call Center Representative

    • Feb 2012 - Present

    Responsible for answering product and service questions from members and prospective members. Provide member solutions and excellent service through a consultative approach.Online banking troubleshooting with members.Mentor to new employees.

  • Branch Manager

    • May 2007 - Feb 2012

    Responsible for the administration and efficient daily operation of corporate office: including operations, lending, product sales and service.Maintain an exceptional level of member service.Promote the sales and service culture through coaching, guidance and staff motivation.Achieve individual and branch sales goals through referrals and retention of member account relationships. Promote strength and stability within branch staff through communication, resources/tools and sharing branch management expertise.Facilitate weekly branch meetings and participate incoaches/management meetings.Create sales tools to aid staff in reaching annual goals.Uphold a relationship building philosophy.Provide members with Financial Counseling Sessions. Review financial picture and help identify potential opportunities reach financial goals.

  • Indirect Financial Representative

    • Jan 2005 - May 2007

    Responsible for all the daily operations of the Indirect Lending Department.Manage indirect lending questions and concerns from Finance Managers, Members and Employees.Compile, organize and distribute monthly reports to staff and dealerships.Provide exceptional member service.

  • Member Financial Representative

    • Aug 2004 - Jan 2005

    Consumer Lending including - personal and auto loans, second mortgages, credit cards and home equity lines of credit.Establish deposit and checking accounts.Establish business accounts, IRA, Certificates of Deposit.Assist with account inquiries and problem resolution.

  • Member Service Assistant

    • Jan 2004 - Aug 2004

    Assist with account deposit and withdrawals.Provide expert knowledge of products and services to membership.Balance daily cash drawer, ATM and daily general ledgers.

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  pc/nametag

  • Verona, Wisconsin

  • Inside Sales Representative

    • Mar 2002 - Oct 2003
    • Verona, Wisconsin

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  Capital Newspapers

  • Employment Advertising Specialist

    • Oct 1999 - Mar 2002