Bio
Experience
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MAX Credit Union
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United States
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MEMBER SERVICE CONSULTANT III
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Jun 2021 - Present
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United States
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Fire Police City County Federal Credit Union
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United States
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Member Advocate
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Jul 2019 - May 2021
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United States
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Lincoln Financial Group
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Fort Wayne, Indiana
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Technical Support Analyst
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Jun 2018 - Jun 2019
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Fort Wayne, Indiana
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Branch Specialist
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Jun 2014 - Jul 2016
Assist consumer and business customers in their selection of various accounts, products,and financial services. Process wires, address changes, check and deposit slip ordering. Assist with opening new deposit accounts and perform teller duties which includes receiving and processing customer transactions. Promotes effective customer service by answering customer questions, investigates and corrects errors and resolve problems or other issues.
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Assistant Bank Manager
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Aug 2002 - Dec 2013
*Sales: Cross Selling bank products, Processing Loans*Operations: Safety and security of banking center, Keeping bank in compliance with federal guidelines, Balancing and staying within cash limits*Staff Coaching: Monthly one-on-one sessions with staff regarding product knowledge and customer service*Customer Service: Servicing customers with new accounts, lines of credits, Mortgages and Personal loans
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Property Manager
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May 1996 - Aug 2002
*Sales: Selling company products, Renting storage space*Office Management: Daily operation of business,*Customer Service, Deposits *Accounting, Purchasing
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Vault Teller
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Jun 1992 - Nov 1993
Norwest Banks/Wells Fargo*Sales*Customer Service*Purchasing, Data Processing*Handling large amounts of monies
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Education
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1985 - 1988Alabama Agricultural and Mechanical University
Bachelor of Science (B.S.), Business Administration and Management, General -
1983 - 1985Concordia College-Selma
Associate's degree, Business Administration and Management, General
Suggested Services
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Industry Focus. “Financial Services”
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