Amanda Caraballo
American Eagle Financial Credit Union
Hartford,CT
1
Language
1
Certification
11
years of professional experience
Experienced financial services professional delivering accurate member support, relationship building, and problem-solving. Skilled in advising on deposit, loan, and investment options, resolving inquiries, and maintaining error-free transactions and confidential account records.
Work History
Personal Financial Representative
4 Years 1 Month- Advised members on deposit, loan, and membership options aligned with financial needs.
- Educated members on various investment options, empowering them to make informed decisions about their finances.
- Identified cross-sell opportunities and referred suitable products based on member goals.
- Processed account openings, updates, and maintenance requests with accuracy and confidentiality.
- Resolved member inquiries regarding transactions, fees, and account access.
- Completed cash handling, balancing, and branch support tasks while maintaining error-free records.
- Built member relationships through consistent service, responsive follow-up, and product knowledge.
Member Service Representative
1 Year 3 Months- Processed deposits, withdrawals, transfers, and loan payments while maintaining strict cash control.
- Opened new membership and account relationships, verifying identification and required documentation.
- Educated members on credit union products, digital banking, and account features.
- Assisted with loan applications, credit card servicing, and account maintenance requests.
- Maintained up-to-date knowledge of product and service changes.
Teller 1
11 Months- Processed cash deposits, withdrawals, transfers, and loan payments.
- Balanced cash drawer and end-of-day transactions.
- Assisted customers with account inquiries, branch services, and transaction resolution.
Head Teller
2 Years 1 Month- Supervised teller line operations, ensuring accurate member transactions and consistent service standards.
- Balanced cash drawers, vault activity, and daily settlement reports.
- Trained new tellers on transaction procedures, cash handling, and credit union services and products
- Monitored branch cash levels and prepared replenishment requests.
Education
High School Diploma
Skills
Investment guidance
Effective communication
Problem-solving
Active listening
Multitasking
Integrity and reliability
Relationship building
Certification
- Licensed Notary Public
Languages
Spanish
Professional Working
Timeline
Personal Financial Representative
American Eagle Financial Credit Union
10.2022 - CurrentRead More
Member Service Representative
Hartford Federal Credit Union
10.2020 - 01.2022Read More
Teller 1
TD Bank
11.2019 - 10.2020Read More
Head Teller
Franklin Trust Federal Credit Union
12.2015 - 01.2018Read More
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High School Diploma
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