Experience

TTCU Federal Credit Union

• United States
• Financial Services
• 200 - 300 Employee

• Certified credit union adviser

  • Mar 2015 - Jul 2019

  Tulsa, Oklahoma Area • Supervisor of 10 employees, which has responsibilities that include teller overrides, opening/closing branch operations, serving as mentor and trainer for new and existing employees, handling member’s problem escalations, and creating reports for branch manager • Create, lead, and manage new projects for branch operation efficiencies. • Consistently exceed 3 million dollars in closed loans and over 280 checking/savings accounts yearly • Top 5 in company’s focused sales metrics, which… Show more • Supervisor of 10 employees, which has responsibilities that include teller overrides, opening/closing branch operations, serving as mentor and trainer for new and existing employees, handling member’s problem escalations, and creating reports for branch manager • Create, lead, and manage new projects for branch operation efficiencies. • Consistently exceed 3 million dollars in closed loans and over 280 checking/savings accounts yearly • Top 5 in company’s focused sales metrics, which include loans, credit cards, and checking/savings accounts

• Member Service Rep II

  • Mar 2015 - Apr 2018

  Broken Arrow, Oklahoma • Personally develop, expand and retain member relationships • Work in partnership across the organization to facilitate member’s requests • Resolve simple to complex problems for members through phone, email, and walk-ins. • Identify other cross-selling opportunities to meet member’s financial needs • Provide financial and credit counseling to members • Work directly with the Marketing Department to promote brand image both in branch and throughout the community



Bank of Oklahoma

• United States
• Financial Services
• 700 & Above Employee

• Relationship Banker

  • Feb 2013 - Feb 2015

  Oklahoma City, Oklahoma Area - Expand and retain client relationships - Solicit new retail business from existing and prospective clients by offering bank products and services while maintaining BOK policy standards and transaction responsibilities - Perform all regular teller transactions such as receipt, disbursement, and recording of monies - Resolve simple to complex problems for clients through phone, email, and walk-in to branch - Identify other cross-selling opportunities to meet client's needs