Experience

Indiana Members Credit Union

• United States
• Banking
• 100 - 200 Employee

• Universal Member Representative -2

  • Aug 2023 - Present

  Jeffersonville, Indiana, United States

• Universal Member Representative

  • Nov 2021 - Present

  Jeffersonville, Indiana, United States Ensuring that all daily work is complete and correct, receives and pays out money, keep records of money and negotiable instruments involved in financial transactions by performing the following duties: • Open and service all types of consumer, commercial, and small business deposit accounts. • Answer customer inquiries regarding interest rates, service charges, and account history while complying with disclosure requirements, regulations and consumerprivacy policies. • Answer… Show more Ensuring that all daily work is complete and correct, receives and pays out money, keep records of money and negotiable instruments involved in financial transactions by performing the following duties: • Open and service all types of consumer, commercial, and small business deposit accounts. • Answer customer inquiries regarding interest rates, service charges, and account history while complying with disclosure requirements, regulations and consumerprivacy policies. • Answer phone calls and either direct calls to the appropriate departmentor solve any customer issues. • Primary point onf contact to assist customers with service request. (e.g. locked out of online banking, declined debit card transaction, and mobile banking issues. • Manage boardroom calendar and maintain customer areas. • Distribute and process mail. • Change Debit Card Class Codes and confirm upload of previous day’s cards. • Complete wire transfer forms for clients and forward them to the Treasury Management department.

• Universal Member Representative

  • Nov 2021 - Aug 2023

  Jeffersonville, Indiana, United States



Old National Bank

• United States
• Banking
• 700 & Above Employee

• Relationship Manager

  • Jul 2018 - Jul 2019

  Clarksville, Indiana, United States The Relationship Banker implements strategies to retain and deepen existing client relationships, establishes new banking relationships through the execution of Old National’s sales process, refers clients to product partners (e.g., Mortgage, Investments, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), builds customer confidence with digital channel capabilities, provides account servicing and maintenance, effectively resolves customer concerns assists… Show more The Relationship Banker implements strategies to retain and deepen existing client relationships, establishes new banking relationships through the execution of Old National’s sales process, refers clients to product partners (e.g., Mortgage, Investments, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), builds customer confidence with digital channel capabilities, provides account servicing and maintenance, effectively resolves customer concerns assists with problem resolution, and processes transactions accurately and efficiently. • Contributes to the banking center’s overall success by meeting defined targets for both sales and service. • Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs • Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements Show less



River City Bank

• United States
• Banking
• 100 - 200 Employee

• Teller Supervisor

  • Jul 2017 - Jul 2018

  Louisville, Kentucky, United States Assist Branch Manager in day-to-day duties by supervising tellers and ensuring that all daily work is complete and correct. and pays out money, keep records of money and negotiable instruments involved in financial transactions by performing the following duties: • Supervise tellers • Provides excellent customer service, including supplying rate information and cross sells Banks products. • Cash management • Introduce new products and services to existing and potential… Show more Assist Branch Manager in day-to-day duties by supervising tellers and ensuring that all daily work is complete and correct. and pays out money, keep records of money and negotiable instruments involved in financial transactions by performing the following duties: • Supervise tellers • Provides excellent customer service, including supplying rate information and cross sells Banks products. • Cash management • Introduce new products and services to existing and potential customers • Prepare branch schedules and manage time and attendance • Open checking/savings/CD’s for branch • Resolved customers concerns at the teller level • Assist in opening new branches • Jack Henry Banking Software • Bar Code Scanning Show less



The First Capital Bank Of Kentucky

• Operations Officer

  • May 2015 - Jul 2017

  Louisville, Kentucky Area Perform various functions with the Loan Operations Department • Review loan payments from Main office tellers for accuracy • Work closely with Commercial Lending Department • Process paid out loan files by preparing release information • Handle SBA loans, posting payments and G/L account balancing • Track insurance on mortgage, installment and HELOC loans • Responsible for keeping insurance current and creating weekly reports. • Maintain financial tickler system (Nupoint… Show more Perform various functions with the Loan Operations Department • Review loan payments from Main office tellers for accuracy • Work closely with Commercial Lending Department • Process paid out loan files by preparing release information • Handle SBA loans, posting payments and G/L account balancing • Track insurance on mortgage, installment and HELOC loans • Responsible for keeping insurance current and creating weekly reports. • Maintain financial tickler system (Nupoint Exception Tracking) Show less



First Capital Bank of Kentucky

• Teller Supervisor

  • Oct 2007 - May 2015

  Louisville, Kentucky Area Teller Supervisor Assist Branch Manager in day-to-day duties by supervising tellers and ensuring that all daily work is complete and correct. receives and pays out money, keep records of money and negotiable instruments involved in financial transactions by performing the following duties: • Supervise tellers • Provides excellent customer service, including supplying rate information and cross sells Banks products. • Cash management



Starbucks

• United States
• Retail
• 700 & Above Employee

• Store Manager

  • Jul 2003 - Oct 2007

  Naples, Florida Area Store Manager Responsible for day to day operation $1,000,000+ enterprise. P &L, cash management, inventory management, Cost containment, recruiting and staffing, performance reviews, employee development and customer relations. • Utilize management information tools and analyze financial reports to identify and address trends and issues in store performance. • Develop strategic and operational plans for the work group, manage execution of, and measure results • Monitor and… Show more Store Manager Responsible for day to day operation $1,000,000+ enterprise. P &L, cash management, inventory management, Cost containment, recruiting and staffing, performance reviews, employee development and customer relations. • Utilize management information tools and analyze financial reports to identify and address trends and issues in store performance. • Develop strategic and operational plans for the work group, manage execution of, and measure results • Monitor and manage store staffing levels to ensure partner development and talent acquisition to achieve and maintain store operational requirements. Show less