Experience

Lakeland Winery

• United States
• Beverage Manufacturing
• 1 - 100 Employee

• Winery Operations Administrator

  • Oct 2018 - Present

  Syracuse, New York Area Maintain Lakeland Winery image in community Create inventory system; perform inventory Oversee wine production schedule Prepare invoices and product for wholesale orders Prepare inventory and price sheets for events Assist employees in preparation for events Maintain and update software program for sale of wine online and in store Prepare online orders to ship



Parents for Public Schools of Syracuse

• Board Member

  • Oct 2014 - Oct 2019

  Parents for Public Schools is a non-profit advocacy organization founded by public school parents for public school parents. Mission: Conforts inequities and other barriers to the fundamental right of all childrento a high quality of education.



AmeriCU Credit Union

• United States
• Banking
• 400 - 500 Employee

• Financial Center Manager

  • Sep 2011 - May 2018

  Syracuse, New York Area To lead, direct and supervise all daily Financial Center operations and staff within established policies and guidelines that support and further the goals of the Credit Union and strategic objectives. To build and maintain efficient and accurate day-to-day operations, professional and quality member service, sales, and member relationship building activities. To train, develop and coach in the establishment of an energetic, enthusiastic and professional, member-focused service and sales… Show more To lead, direct and supervise all daily Financial Center operations and staff within established policies and guidelines that support and further the goals of the Credit Union and strategic objectives. To build and maintain efficient and accurate day-to-day operations, professional and quality member service, sales, and member relationship building activities. To train, develop and coach in the establishment of an energetic, enthusiastic and professional, member-focused service and sales culture. To assist the Assistant Vice President and serve as a Loan Officer. Assumes full responsibility of leading and directing staff to meet and/or exceed loan and deposit goals as outlined in the annual financial plan, including all other goals/referrals assigned to the Financial Center to support Balanced Scorecard Key Performance Indicators. Show less



Children's Consortium

• United States
• Education Administration Programs

• Treasurer/Board of Director

  • May 2010 - Mar 2014

  Syracuse, New York Area Children's Consortium is CNY's parenting resource.



SEFCU

• United States
• Banking
• 200 - 300 Employee

• Member Service Manager

  • Oct 2007 - Sep 2011

  Syracuse, New York Area Coaches staff to ensure the highest possible level of service to members, complying with all SEFCU Service Standards.Demonstrates awareness of member expectations and strives to fulfill those expectations.Assumes member representative and/or teller role when necessary. These responsibilities include, but are not limited to: lending, opening new accounts, opening/closing CD's, opening/closing IRA's, starting/stopping/interpreting payroll deductions and distributions, tracking check orders… Show more Coaches staff to ensure the highest possible level of service to members, complying with all SEFCU Service Standards.Demonstrates awareness of member expectations and strives to fulfill those expectations.Assumes member representative and/or teller role when necessary. These responsibilities include, but are not limited to: lending, opening new accounts, opening/closing CD's, opening/closing IRA's, starting/stopping/interpreting payroll deductions and distributions, tracking check orders, accessing and interpreting ATM and VISA information, and teller transactions.Must meet all sales and service goals which include Mystery Shop, member satisfaction survey and our internal service review. Is responsible for all branch operational functions including dual control, security, and branch opening/closing. Show less



AmeriCU

• United States
• Financial Services
• 1 - 100 Employee

• Member Service Trainer

  • Mar 2005 - Oct 2007

  Rome, New York Teach the following classes: Member Relationship Advisor, Loan Application, Home Equity, IRA, and Loan Officer. Prepare outlines for classes and update as necessary to accommodate procedural changes. Continually change classes to keep training fresh. Integrate methods into training class to help adults learn. Prepare evaluations on trainees at the end of class to provide feedback to branch managers.

• Member Service Representative

  • May 2000 - Mar 2005

  Syracuse, New York Area Making decisions on loan applications as a loan officer, taking, processing, and disbursing loan applications Opening new accounts and new shares Working with members on account issues Keeping track of new accounts opened in the branch daily Attending quarterly MSR meeting Being co employee in charge when a manager was not in the branch

• Teller

  • Jun 1999 - May 2000

  Syracuse, New York Area Provide exemplary member service, process transactions, uncover member needs.