Account Manager

• Feb 2022 - Present

Accounting Clerk

• Feb 2021 - May 2022

Accounting Assistant

• Jul 2019 - Feb 2021

BSA Officer

• Jan 2019 - Jul 2019

Member Service Representative

• Apr 2018 - Jan 2019

Provide excellent customer service while processing transactions and recommending additional products and services to meet customers' needs. Maintain monetary records while compiling with institutional and federal compliance regulations. Process transactions within established policies and procedures to ensure operational excellence. Management/Leadership Responsibilities: » Train and develop incoming employees, coaching them on how to identify solutions and motivating them to… Show more Provide excellent customer service while processing transactions and recommending additional products and services to meet customers' needs. Maintain monetary records while compiling with institutional and federal compliance regulations. Process transactions within established policies and procedures to ensure operational excellence. Management/Leadership Responsibilities: » Train and develop incoming employees, coaching them on how to identify solutions and motivating them to meet customer expectations. » Follow innovative marketing principles and promotional sales events to support financial growth of branch. » Successfully develop tactics to increase sales goals and profitability within branch. » Identify, research, analyze, document, and report suspicious transactions that required analysis based on risk categories, business rules, member profiles, and operating procedures. Show less Provide excellent customer service while processing transactions and recommending additional products and services to meet customers' needs. Maintain monetary records while compiling with institutional and federal compliance regulations. Process transactions within established policies and procedures to ensure operational excellence. Management/Leadership Responsibilities: » Train and develop incoming employees, coaching them on how to identify solutions and motivating them to… Show more Provide excellent customer service while processing transactions and recommending additional products and services to meet customers' needs. Maintain monetary records while compiling with institutional and federal compliance regulations. Process transactions within established policies and procedures to ensure operational excellence. Management/Leadership Responsibilities: » Train and develop incoming employees, coaching them on how to identify solutions and motivating them to meet customer expectations. » Follow innovative marketing principles and promotional sales events to support financial growth of branch. » Successfully develop tactics to increase sales goals and profitability within branch. » Identify, research, analyze, document, and report suspicious transactions that required analysis based on risk categories, business rules, member profiles, and operating procedures. Show less

Teller Supervisor

• May 2017 - Apr 2018

Assisted the branch manager in ensuring that the branch was adhering to service level standards by generating a variety of sales, account origination, and processing activities. Retained and maintained existing accounts, as well as developed awareness of other sales/service activities. Ensured the sound operation of the daily activities of the branch. Management/Leadership Responsibilities: » Supervised 5 tellers including scheduling, delegating assignments, ensuring correct… Show more Assisted the branch manager in ensuring that the branch was adhering to service level standards by generating a variety of sales, account origination, and processing activities. Retained and maintained existing accounts, as well as developed awareness of other sales/service activities. Ensured the sound operation of the daily activities of the branch. Management/Leadership Responsibilities: » Supervised 5 tellers including scheduling, delegating assignments, ensuring correct balancing and monitoring performance. » Managed daily operations of branch in Branch Manager’s absence. » Received Service Excellence award for leadership, work ethic, and dedication to position. » Provided weekly coaching on associates’ goals, progress, and development needs. Member Service Representative (February 2015 to May 2017)

Member Services Representative

• Feb 2015 - May 2017

Leveraged strong financial industry knowledge, stringent auditing methodologies, and exceptional client service and support excellence for high-volume credit union institution. Thoroughly followed bank policies, procedures and guidelines to process transactions accurately and efficiently. Demonstrated outstanding customer service, resolved customer concerns and helped build customer loyalty. Key Responsibilities/Achievements: » Leveraged communication skills and banking knowledge… Show more Leveraged strong financial industry knowledge, stringent auditing methodologies, and exceptional client service and support excellence for high-volume credit union institution. Thoroughly followed bank policies, procedures and guidelines to process transactions accurately and efficiently. Demonstrated outstanding customer service, resolved customer concerns and helped build customer loyalty. Key Responsibilities/Achievements: » Leveraged communication skills and banking knowledge to engage with customers and maintain client relationships. » Provided financial solutions and advice to resolve issues and help customers achieve their financial goals. » Collaborated with team members in cross-selling bank products to customers at every opportunity to meet sales goals regarding accounts, credit cards, and loans. » Promoted to Teller Supervisor based on leadership ability, dependability, and superior customer service.

Office Manager

• Jan 2012 - Feb 2015

Coordinated and executed multiple projects while continually assessing and handling shifting and completing priorities in fast-paced environment. Provided office support sorting incoming/outgoing mail, invoicing, payments, and writing office policies and procedures to ensure a smooth workflow. Ensured accurate and organized documentation/files. Accounting/Financial Responsibilities: » Collaborated with business owners to maintain financial compliance and ensure complete and… Show more Coordinated and executed multiple projects while continually assessing and handling shifting and completing priorities in fast-paced environment. Provided office support sorting incoming/outgoing mail, invoicing, payments, and writing office policies and procedures to ensure a smooth workflow. Ensured accurate and organized documentation/files. Accounting/Financial Responsibilities: » Collaborated with business owners to maintain financial compliance and ensure complete and accurate accounting records including monthly, quarterly, and annual profit/loss statements and balance sheets. » Processed invoices/payments. » Handled payments receivable (including collections). Show less Coordinated and executed multiple projects while continually assessing and handling shifting and completing priorities in fast-paced environment. Provided office support sorting incoming/outgoing mail, invoicing, payments, and writing office policies and procedures to ensure a smooth workflow. Ensured accurate and organized documentation/files. Accounting/Financial Responsibilities: » Collaborated with business owners to maintain financial compliance and ensure complete and… Show more Coordinated and executed multiple projects while continually assessing and handling shifting and completing priorities in fast-paced environment. Provided office support sorting incoming/outgoing mail, invoicing, payments, and writing office policies and procedures to ensure a smooth workflow. Ensured accurate and organized documentation/files. Accounting/Financial Responsibilities: » Collaborated with business owners to maintain financial compliance and ensure complete and accurate accounting records including monthly, quarterly, and annual profit/loss statements and balance sheets. » Processed invoices/payments. » Handled payments receivable (including collections). Show less