Shawn Gilman
Quality Assurance Senior - Operations at First Tech Federal Credit Union- Claim this Profile
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Bio
Experience
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First Tech Federal Credit Union
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United States
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Financial Services
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700 & Above Employee
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Quality Assurance Senior - Operations
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Jan 2016 - Present
Hillsboro, Oregon, United States My current role is handling Deposit accounts for deceased members. Previously I handled subpoena processing, garnishments against accounts held at the institution, records requests, escheatment processing, In addition, I write and maintain new and existing procedures. I also handle incoming inquiries from members and representatives through email and phone.
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Universal Banker
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Aug 2011 - Aug 2015
HIllsboro ORegon As a Universal Banker, I functioned as both a teller and a banker. I balanced a cash box daily and assisted customers with their transactions. I sourced my own sales in person, over the phone and through email. I also coached tellers on how to sell and on customer service. I completed quarterly regulation training. I opened checking, savings, IRAs, credit cards, auto loans and equity loans and lines of credit.
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U.S. Bank
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United States
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Banking
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700 & Above Employee
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Teller
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Feb 2008 - Aug 2011
Hillsboro, Oregon, United States I worked as a teller. I referred customers to bankers to open up products such as checking, savings, IRAs, Credit cards, Mortgages and Investments. I regularly completed quarterly training on financial regulations and balanced my cashbox.
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Education
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University of Arizona
Instructional Design, EDUCATION -
Portland Community College
Associates, General Studies