Licensed Real Estate Agent

• Mar 2021 - Present

Training Specialist

• Jul 2016 - Mar 2021

Supports credit union’s training programs by developing and/or coordinating training materials for multiple areas focusing on procedures, systems, workflows, and policies.Develops training materials and programs for interactive participation both online and instructor led.Conducts instructor led training programs for new and existing employees.Helps to prepare Subject Matter Experts to deliver training as needed. Tracks training effectiveness for continued improvement and refresher needs.Manages and communicates the schedule for training activities and works with managers to ensure that new hires are completing the training consistently.Participate in regular activities to maintain firsthand knowledge of the areas for which they are training. For example; serve as a member facing position (ex. Teller or MSR) for specified period of time each year. Utilize Learning Management System to create training courses, initiate enrollment, generate reports, and manage curriculum assignments.Serves as a primary resource for training new Tellers, Member Service Reps and Support Role team members, which includes Senior Management, in addition to serving as trainer to all areas.Participate in corporate wide project initiatives.

Member Service Representative

• Nov 2014 - Jul 2016

Open and maintain depository accounts for our members, including checking, savings, CDs, and IRA's.Heavily involved in consumer lending, including Home Equity Loans, HELOC, vehicle loans, credit cards, and other lending solutions. Additionally, recommend loan protection products such as payment protection, GAP and mechanical repair coverage.Acquire, expand and retain new and existing member relationships by providing exceptional service at every opportunity. Perform account maintenance and service requests.Refer members to insurance and financial planning areas of the credit union deepening the full service relationship between the member and credit union.

Center Supervisor and Training Assistant

• Jul 2008 - Nov 2014

Pre-screen, interview, onboard, train, coach and develop all employees PCT’s, SPCT’s, ASPCT’s, MPCT’s. Lead/Direct/Coach staff in production areas to ensure smooth donor flow and process time and yield goals are achieved. Perform quarterly 1 on 1 development meetings with direct reports. Administer NE action plans coaching for improved quality. Resolve employee relation concerns. Focus on process improvement. Yellow Belt Certified. Promote and heighten employee morale and strengthen employee retention by leading the employee engagement committee.

Teller Supervisor

• Jul 2005 - Jul 2008

Directed the day to day operational aspects of the banking office. Responsible for operational integrity of the office and maintaining cash target. Met and or exceeded sales and referral goals set for my position. Directly supervised a staff of 6 tellers coaching them on product referrals and sales goals. Conduct monthly staff meeting and security training. Interviewed, hired, trained, developed and conducted performance evaluation for teller staff. Scheduled the staff of 6 tellers. Ordered supplies for the entire banking office.

Assistant Banking Center Manager

• Aug 2004 - Jul 2005

Interviewed, hired, trained, coached and developed Customer Service Reps and Personal Bankers. Set sales and lending goals for the office. Led the sales team in the marketing and promotion of the bank. Interviewed, hired, trained, coached and developed Customer Service Reps and Personal Bankers. Set sales and lending goals for the office. Led the sales team in the marketing and promotion of the bank.

Assistant Branch Supervisor

• Mar 2000 - Apr 2004

Assist branch supervisor and branch manager in attainment of branch goals through direct coaching of employees. Opened and serviced new and existing accounts for branch clients in addition to opening accounts for mortgage and legal departments. Cross selling and referring of bank products and services to ensure customer needs were met. Supervised and coached the teller staff/operated teller window as necessary. Maintained the branches cash target. Assist branch supervisor and branch manager in attainment of branch goals through direct coaching of employees. Opened and serviced new and existing accounts for branch clients in addition to opening accounts for mortgage and legal departments. Cross selling and referring of bank products and services to ensure customer needs were met. Supervised and coached the teller staff/operated teller window as necessary. Maintained the branches cash target.