Aaron Rogers

• Build and maintain relationships with a diverse portfolio of clients by providing personalized recommendations based on individual financial goals and needs.

• Deliver exceptional customer service through active listening, problem solving, and a consultative sales approach.

• Consistently identify opportunities to deepen client relationships through product and service solutions.

• Manage daily client interactions in a fast-paced environment while maintaining accuracy, professionalism, and attention to detail.

• Resolve customer concerns efficiently, creating positive experiences that strengthen loyalty and trust.

• Collaborate with team members to achieve branch sales goals and deliver a seamless customer experience.

• Maintain operational excellence through compliance, cash handling, auditing procedures, and risk management practices.

• Support branch initiatives by promoting products, services, and customer engagement opportunities.

• Developed individualized financial plans and provided credit counseling to members, helping improve financial literacy and long-term financial health.
• Fostered strong member relationships by understanding life events and recommending personalized financial solutions, resulting in consistent cross-sell performance.
• Supported day-to-day branch operations including balancing the vault, processing transactions, and executing compliance protocols.
• Played a key role in maintaining audit readiness and ensuring accurate documentation of all financial interactions.
• Mentored junior staff members and supported branch initiatives focused on improving service delivery and increasing member
• Communicate, and translate the importance of financial literacy and credit worthiness based on the members' needs.
• Help members identify resources along with their strengths and capabilities. Develop spending and saving plans via Excel
• Create a personable environment for members to feel comfortable and valued.
• Evaluate needs of new and existing members and offer appropriate financial products and services.
• Work with team members to improve the work environment and productivity throughout the branch.
• Assist direct manager with daily branch operations

• Establish meaningful relationships with members to ensure they feel valued and appreciated
• Inquire a high level of interpersonal skills, while being able to efficiently communicate financial needs related to each member
• Conduct audits regularly on all cash dispensing machines and properly perform back office operations
• Perform accurate and timely file maintenance on member accounts. Detect and resolve discrepancies promptly
• Assist in meeting Branch goals by expanding member relationships through active selling of credit union products and services in support of production and profitability goals
• Work cohesively with team members to assure positive and thriving work environment
• Manage team members to ensure branch goal is met as well as individual goals.
• Coordinated member outreach initiatives to promote credit union services

• Assisted customers with product selection and provided personalized service.
• Trained new associates on store policies, procedures, and customer service standards.
• Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
• Assisted customers with product selection, sizing and styling.
• Maintained up-to-date knowledge of store merchandise and policies.
• Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
• Sold various products by explaining unique features and educating customers on proper application or usage.
• Processed transactions using a point-of-sale system.