Aisha Andrew
Gretna,LA
Summary
Dynamic financial professional with a proven track record, adept in financial planning and relationship building. Excelled in educating members on credit improvement, significantly enhancing their financial literacy. Demonstrated exceptional problem-solving skills and a keen attention to detail, driving substantial improvements in customer service and sales metrics.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Sr. Financial Advocate/Lending Advisor
On Path Federal Credit Union
Westwego, USA
01.2018 - Current
- Lead by great example, motivate, coach and develop Financial Advocates to perform at high standards
- Extensive banking knowledge ensures that every visit is an exceptional experience for members
- Conduct monthly audits, order currency, balance CDM daily, and ATM machines weekly
- Process member loan applications, cross-sell payment protection, and close out approved applicants
- Manage and research employee outages, and authorize any adjustments for correction when necessary
- Ensure that the branch vault is in balance at the close of each business day
- Developed financial plans for clients to ensure their long-term financial stability
- Responded promptly to any inquiries from clients about their finances or investments
- Skilled in assessing and understanding members' financial needs to recommend the most suitable loan products, ensuring they receive personalized and effective financial solutions
- Educate members on strategies to improve their credit scores, providing guidance on credit management and financial planning to help them achieve their financial goals
Member Service Representative
ASI Federal Credit Union
Harvey, USA
01.2013 - 01.2018
- Duties include: opening accounts, such as: Checking, Savings, CD's, and IRAs, taking accurate loan applications, as well as helping members with any issues they might have with their accounts or debit cards
- Use expertise in identifying products by offering members consultative service with partners/affiliates
- Experience in sales, customer service, quality control, and monitoring of customer-related service metrics
- Achieve aggressive goals and provide high quality customer service while selling credit union solutions
- Educate members and providers on credit union benefits; assist the sales staff on obtaining new members
Teller II
Regions Bank
Marrero, USA
01.2011 - 01.2013
- Served as both Vault and Commercial Teller, handling the referral of product and sales to platform
- Effectively managed deposit and withdrawal, Western Union transactions, and Teller override issuance
- Drove efforts within the bank to implement new service behaviors and improve the customer experience
Skills
- Educating members on improving their credit scores
- Financial Literacy Education
- Relationship building
- Attention to Detail
- Financial Planning
- Sales and Cross-Selling Abilities
- Time management
- Problem Solving Skills
Certification
CUNA/Certified Credit Union Counselor, 04/01/22
Timeline
Sr. Financial Advocate/Lending Advisor
On Path Federal Credit Union
01.2018 - Current
Member Service Representative
ASI Federal Credit Union
01.2013 - 01.2018
Teller II
Regions Bank
01.2011 - 01.2013