Brianna Pineau
Financial Services Representative at Teachers Federal Credit Union- Claim this Profile
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Topline Score
Bio
Credentials
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Professional Enrichment Series
Teachers Federal Credit UnionJul, 2022- Sep, 2024
Experience
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Teachers Federal Credit Union
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United States
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Banking
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400 - 500 Employee
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Financial Services Representative
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Jun 2022 - Present
• Effectively navigates through multiple systems including DNA, Salesforce, Velocity, OnBase, WireExchange etc.•Focuses on members financial well being and success and makes accurate recommendations tailored to individual needs•Recommends/ processes varieties of accounts and loans •Creates “fans for life” by providing excellent service and developing strong rapport with my members. High levels in member retention •Consistently receives perfect 10 scores on member surveys • Efficiently follows procedural updates•Implements feedback to meet incentive •Graduate of the inaugural Professional Enrichment Series, a career development program Show less
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Bank Teller
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Dec 2020 - May 2022
•Consistently receives perfect 10 scores on surveys and made over 100 referrals during the past 6 months•Ranked “Exceeds Expectations” in yearly performance review•Maintain an orderly work environment while multitasking daily teller responsibilities and assisting/training my coworkers •Takes initiative to observe and fill workflow gaps including properly filing documents and paperwork for the whole team•Navigate effectively through multiple different systems such as OnBase, Salesforce, and DNA•Ensures closing procedures are prepared in a timely manner•Continuously finds opportunities to advance my member service skills and excel in conflict resolution •Volunteered representative of the western region for the Health and Safety Committee Show less
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Salon Plush
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United States
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Individual and Family Services
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Apprentice
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Jul 2019 - Jun 2020
•Kept an orderly schedule book while confirming and scheduling appointments •Multitasked answering several phone calls while handling the register and assisting stylists •Ensured excellent customer service to all clients •Efficiently opened and closed store daily in a timely manner •Kept an orderly schedule book while confirming and scheduling appointments •Multitasked answering several phone calls while handling the register and assisting stylists •Ensured excellent customer service to all clients •Efficiently opened and closed store daily in a timely manner
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Pier 1
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United States
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Real Estate
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1 - 100 Employee
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Sales Leader
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Oct 2017 - Apr 2019
•Responsible for professional business correspondence, opening and closing of registers, and ensuring that the daily finances are accurate •Provided customer service while resolving any issues that may arise throughout the store •Coordinated monthly craft and interior design demonstrations for reward members •Supervised 5-10 associates to meet daily sales goals •Responsible for professional business correspondence, opening and closing of registers, and ensuring that the daily finances are accurate •Provided customer service while resolving any issues that may arise throughout the store •Coordinated monthly craft and interior design demonstrations for reward members •Supervised 5-10 associates to meet daily sales goals
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Community
