Experience

North Bay Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Member Service Representative II

  • Oct 2022 - Present

  In a nutshell, our mission is to help our members prosper through affordable banking and local financing. In a nutshell, our mission is to help our members prosper through affordable banking and local financing.



Umpqua Bank

• United States
• Banking
• 700 & Above Employee

• Relationship Banker

  • Apr 2021 - Oct 2022

  - Closed Sonoma branch: smoothly transitioned clients, closed safe deposit boxes. - Completed education courses in Consumer Lending, Small Business & Consumer New Accounts. - Cross departmental collaboration to resolve customer requests and investigate issues. - Closed Sonoma branch: smoothly transitioned clients, closed safe deposit boxes. - Completed education courses in Consumer Lending, Small Business & Consumer New Accounts. - Cross departmental collaboration to resolve customer requests and investigate issues.



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Assistant Branch Manager NMLS

  • Jan 2003 - Dec 2019

  - Managed and involved in all functions related to branch operations and teller functions.- Built and leveraged substantial relationships; loyal customer base that trusts me.- Processed consumer loan services; NMLS certified; knowledge of policies and procedures.- Key player in branch successfully passing all annual reviews and audits.- Consistently met personal sales goals; assigned and performed consistent sales referral programs.- Performed customer requested research, including printing statement, CDs, and check copies - Consistent coaching and development of team members to achieve professional goals and growth.- Team champion in digital engagement; advocate all things digital for team and clients- Kept branch open during the Tubbs fire; received award for going the extra mile during that crisis. Show less

• Universal Banker

  • Jan 2003 - Jan 2006

  - Ensure branch staff provided prompt, efficient and friendly service according to guidelines.- Cross departmental collaboration to resolve customer requests and investigate issues.- Trained staff to develop in-depth understanding of products and consumer strategies. - Team player with high emotional intelligence; eager to do whatever job needs to be done. - Internal office auditing; compliance in government, state and company regulations.

• Teller Coordinator

  • Jan 1998 - Jan 2003

  - Diligently turned difficult customer experiences into mutual understanding and actionable service.- Cross-sold products and services based on customer needs in accordance with program standards.- Trained and developed employees; Worked with manager to ensure goals and objectives were met.