Bio
Experience
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United States
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Financial Services
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1 - 100 Employee
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Member Service Representative
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Sep 2022 - Present
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Business Development Representative
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Mar 2021 - Nov 2022
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Assistant Branch Manager
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Apr 2017 - Mar 2021
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Business Development Representative
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May 2012 - Apr 2017
Travel to Boston Fire locations to conduct business and answer questions about credit union products and services.Market and promote BFCU to non-members and members who are not currently utilizing credit union products and services.Approve and pre-approve Consumer Loans in accordance with established policies.Act as a liaison between the membership and home office personnel, provide product information and support, and refer appropriate issues to various departments as needed.Work with the CEO and Exec. Assistant on all PFFM related marketing campaigns.Place periodic “cold calls” to Presidents of the PFFM locals as a way to schedule site visits in order to introduce the Credit Union to their members.Maintain the Credit Unions social media presence, primarily Facebook.
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Member Service Representative I
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Sep 2011 - May 2012
Responsible for providing excellent member service at all times in a number of ways.Provide service to the membership at all levels, including but not limited to opening accounts, providing loan information, originating new applications and assisting with members concerns and complaints.Assist members with questions and problems related to internet home banking and bill pay including password related questions.Assist the tellers in daily operation of the teller line, including settlement as needed.
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Teller
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Dec 2006 - Sep 2011
Provide transaction related service to the membership at all levels, including but not limited to, processing deposits, withdrawals, and cashing checks, while maintaining memberconfidentiality.Assist other tellers in the performance of their daily activities.Provide accurate information to members about the credit unions products and services.Settle a daily cash drawer, prepare a summary sheet of all financial activity, and balance financial transactions to the on-line computer totals.Maintain the integrity of all security systems.
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Wellesley College
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Wellesley, MA
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Event Management Intern
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Jan 2011 - May 2011
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Wellesley, MA
• Recreated and organized Event Management Handbook• Communicated with vendors for ordering and delivering food for events• Entered games and practices into schedule database
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United States
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Higher Education
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700 & Above Employee
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Work Study Assistant
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2008 - May 2011
• Provided guided tours to members.• Managed Fitness Center and Athletics Department front desk.• Performed administrative duties for coaching staff
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Communication & Marketing Intern
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Sep 2010 - Dec 2010
• Composed blogs on behind the scenes stories about Regis College athletics.• Interviewed athletes and coaches to write feature stories.• Conducted video interviews of players and coaches from all four season sports.
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St. Ann Rectory
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Dorchester, MA
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Secretary
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Aug 2005 - Dec 2006
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Dorchester, MA
• Managed front office.• Balanced parish weekly collection.• Organized St.Vincent De Paul food pantry.
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Education
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2007 - 2011Regis College
Bachelor's of Arts, Bachelor of Arts in Management & Communications -
2003 - 2007Fontbonne Academy
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