Experience

BB&T

• United States
• Financial Services
• 700 & Above Employee

• Branch Banker IV

  • Jun 2019 - Present



Chartway Federal Credit Union

• Member Service Representative

  • Aug 2015 - Present

   Discuss financial needs of members by helping them become financially optimistic/ recognizing cross-sell opportunities,evaluate the quality of service delivery to ensure a positive response from members inquiries, concerns and complaintsp,providing Administration support to assigned department by writing or recording, esearch and respond to inquiries regarding policies and procedures, monitor and evaluate the productivity and team and individual performance  Plan, assign, and evaluate the work of team members Collect and analyze data to evaluate divisional, program and individual performance Work independently with handling multiple task to achieve organizational goals. Perform and assist tellers with account maintenance (account reconciliation, address changes, stop payments, account closings, transfer) on-going maintenance of branch building  Adhere to policies and procedures including but not limited to: security, transaction verification, cash limits, cash handling and check cashing guidelines. Adhere to Anti-Money-Laundering Policy established to comply with the provisions of the BSA which includes CIP, CTR, SAR and Monetary Instrument Log; USA Patriot Act; and, regulations from the OFAC Complete application process by accurately loading applicant data into the automated underwriting system. Establish terms and conditions, determine collateral need and payment plan, complete and process loan documentation and disburse loan upon notification of approval. Analyzing reports to determine business performance and trends Identify and promote new loan and deposit products and services to achieve operational and strategic growth strategies. Mentoring/Coaching new employees Monitoring classrooms with new employees finalizing workshop. Greet and welcome members in a professional manner. Provide prompt, efficient, and accurate service in person, by phone, via email or written correspondences