Allacena West
Wheat Ridge,CO
Summary
Personal Banker, skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Adept at identifying and matching customers with products and services by listening to financial needs. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.
Overview
9
9
years of professional experience
Work History
Banking Instructor
Goodwill of Colorado
01.2024 - 09.2024
- Instructed banking curriculum for adult learners looking to enter into the banking industry who had no previous experience in the banking industry
- Created a positive learning environment by establishing open communication with students.
- Guided and mentored students in career training providing appropriate feedback .
- Taught business ethics, digital banking platforms, loan products, banking federal regulation, résumé preparation, and interviewing techniques.
- Employed variety of teaching styles to respond to needs of diverse learners.
Communication Advocate
On Tap Credit Union
Golden
08.2022 - 08.2023
- Answering incoming calls for credit union members and non-member's
- Calls included all banking transactions: Balance inquiries, transfers, online banking assistance, FIS debit and credit card disputes and decline transactions card troubleshooting, ACH loan payments.
- Cross- sold bank products offering banking products and services to better assist member’s with their financial needs.
- Adhered to all applicable laws, regulations, policies, and procedures relating to financial services.
Loan Processor
Rocky Mountain Credit Union
Denver, CO
03.2022 - 07.2022
- Daily operations: included origination of loan applications, reaching monthly/quarterly sales delivery goals as a loan officer
- I worked with Symitar, Loans PQ, Verafin, submitted credit report inquiries
- Analyzing accounts for recommendations when reviewing/opening new accounts for loan, saving, investment products to help members achieve financial success
- Building and strengthening effective relationships with both new and existing clients/members
- Maintaining effective relationships with team department and other department’s
- Notary service
Loan Originator
Partner Colorado Credit Union
Denver, CO
11.2017 - 12.2020
- Operating a one-person branch inside a busy hospital
- Included opening and closing procedures
- Daily operations: included origination of loan applications, loan processing reaching monthly/quarterly sales delivery goals as a loan officer
- I worked with Symitar, Loans PQ, Verafin, and submitted credit report inquiries
- Responsible for bringing in new accounts and analyzing accounts for recommendations when reviewing/opening new accounts for loan, saving, investment products to help members achieve financial success
- Well building and strengthening effective relationships with both new and existing clients/members
- Maintaining effective relationships with team department and other department’s
- Notary service
Call Center Representative
Premiers Member Credit Union
Westminster, CO
02.2017 - 10.2017
- Answering phone calls from members included: transactions inquiries, opening new accounts, assisting with OLB, closing accounts, credit card disputes, all related back office support
- The best part of this position was the experience of helping members and building relationships with members and co-workers
Call Center Representative
CU of the Rockies
Golden, CO
07.2015 - 08.2016
- Answering incoming calls for all 3 locations included all banking transactions: Balance inquiries, Online banking assistance, Card disputes, wire transfers, notary service
- Offering services to better assist member’s with their financial needs
- Processed night drop and mail, front desk receptionist-greeted members at the door
Education
Accounting And Business Management
Community College of Denver
Denver, COSkills
- Customer Service
- Cross-Selling and Upselling
- Relationship Building
- Transaction Processing
- Account Maintenance
- Cash Handling
- Branch operations
- Credit Analysis
- Banking Regulations
- Loan Origination
- Phone Etiquette
- Office Management
- Continuous professional development
- Interpersonal Skills
Timeline
Banking Instructor
Goodwill of Colorado
01.2024 - 09.2024
Communication Advocate
On Tap Credit Union
08.2022 - 08.2023
Loan Processor
Rocky Mountain Credit Union
03.2022 - 07.2022
Loan Originator
Partner Colorado Credit Union
11.2017 - 12.2020
Call Center Representative
Premiers Member Credit Union
02.2017 - 10.2017
Call Center Representative
CU of the Rockies
07.2015 - 08.2016
Accounting And Business Management
Community College of Denver
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