Experience

Pacific Marine Credit Union

• United States
• Banking
• 1 - 100 Employee

• Financial Services Representative

  • Mar 2010 - Present

  Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities. Compile information about new accounts, enter account information into computers, and file related forms or other documents. Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit. Perform teller duties as required. Refer customers to appropriate bank personnel to meet their financial needs. Collect and record customer deposits and fees, and issue receipts using computers. Investigate and correct errors upon customers' request, according to customer and bank records. Execute wire transfers of funds. Perform foreign currency transactions and sell traveler's checks. Process loan applications. Obtain credit records from reporting agencies. Duplicate records for distribution to branch offices. Provides operational and account maintenance assistance to internal and external members. Perform duties pertaining to deceased accounts, trust accounts, Individual Retirement Accounts, opening and closing all account types and consumer loans, vesting changes, account changes, process all types of account, loan and file maintenance and various account corrections. Show less



Wings of an Angel

• Certified Life Coach

  • Jan 2009 - Present

  Life Coaches are responsible for guiding people that are confused on what to do into their lives. They support goal-setting, personal growth, and behavior modification of their clients. A Life Coach professional help people to achieve their goals by improving different actions necessary to take control of future plans. Life Coaches are responsible for guiding people that are confused on what to do into their lives. They support goal-setting, personal growth, and behavior modification of their clients. A Life Coach professional help people to achieve their goals by improving different actions necessary to take control of future plans.



Wings of an Angel ~Professional Life Coach

• Certified Life Coach

  • Jan 2009 - Present

  Counseled clients or patients, individually or in group sessions, to assist in overcoming dependencies, adjusting to life, or making changes. Developed client treatment plans based on research, clinical experience, and client histories. Reviewed and evaluated clients' progress in relation to measurable goals described in treatment and care plans. Interviewed clients, reviewed records, and conferred with other professionals to evaluate individuals' mental and physical condition and to determine their suitability for participation in a specific program. Provided encouragement and guidance to clients, assisted clients with finding jobs or pursuing educational programs, helped clients admit that a problem exists, and assisted clients in the development of social skills, interpersonal relationship, confidence and self- esteem. Applied practical social work knowledge of child/spouse abuse to educate on how to deal with cases in terms of counseling and referral agencies. Ensured that clients comprehensive resource packets with phone numbers were provided to helping agencies. Additionally, addressed any questions or concerns from agencies and recommended ways to handle specific domestic violence cases. Responsible for the education program to create awareness regarding the extent and nature of child/spouse abuse and family violence, how to report it and available resource agencies available. Coordinated with local agencies on seminars, workshops and programs available to the community. Organized and coordinated in-service workshops and seminars and arranged for professionals to speak on domestic violence, drug abuse/addiction matters. Provided briefings on the dynamics of child/spouse abuse, availability of treatment services, and relevant information about the various aspects of family violence. Ensured that all cases receive immediate action, incident evaluation, treatment and supportive services. Show less



The Members Own FCU

• Victorville, CA

• Training Specialist

  • Jan 2006 - Jan 2009

  Provided assessment, design, development, delivery, and evaluation of all core curricula. Served as an internal consultant to identify performance gaps and recommend appropriate interventions. Used a variety of performance assessments to identify performance gaps. Regularly monitored performance and coaching, or behavioral modeling, conducts one-on-one interviews to understand training needs. Developed and implemented training programs. Monitored, evaluated, or recorded training activities or program effectiveness. Offered specific training programs to help workers maintain or improve job skills. Assessed training needs through surveys, interviewed with employees, focus groups, or consultation with managers, instructors, or customer representatives. Developed alternative training methods if expected improvements are not seen. Organized and developed, or obtained, training procedure manuals and guides and course materials such as handouts and visual materials. Presented information using a variety of instructional techniques or formats, such as role playing, simulations, team exercises, group discussions, videos, or lectures. Evaluated training materials prepared by instructors, such as outlines, text, or handouts. Designed, planned, organized and directed orientation and training for employees or customers of industrial or commercial establishment. Show less



Wescom Credit Union

• Banking
• 400 - 500 Employee

• Member Services Representative II

  • Aug 2000 - Jan 2006

  Conferred with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Kept records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Check to ensure that appropriate changes were made to resolve customers' problems. Determined charges for services requested, collected deposits or payments, or arrange for billing. Referred unresolved customer grievances to designated departments for further investigation. Reviewed insurance policy terms to determine whether a particular loss is covered by insurance. Contacted customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Examined, evaluated, or processed loan applications. Planned, directed, or coordinated the activities of workers in branches, offices, or departments of establishments, such as branch banks, risk departments, or credit departments Show less