Amber Akery
Titusville,FL
Summary
Accomplished Financial Services Representative with a proven track record at Marine Federal Credit Union, enhancing customer satisfaction and achieving sales targets through expert financial advice and relationship management. Skilled in regulatory compliance and analytical thinking, I excel in personalized client service, significantly improving branch performance.
Financial professional with strong expertise in delivering client-focused financial solutions and managing diverse portfolios. Known for excellent collaboration within teams and adaptability in dynamic environments. Proficient in financial analysis and customer relations.
Overview
15
15
years of professional experience
Work History
Financial Services Representative
Marine Federal Credit Union
03.2014 - 09.2014
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
Financial Representative
Navy Federal Credit Union
01.2007 - 03.2009
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
Teller
Bank Force
01.2003 - 05.2005
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Teller Associate
Wachovia Bank
02.2000 - 03.2002
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Streamlined daily operations for peak efficiency by maintaining accurate cash drawer and balances.
- Assisted in the implementation of new operational procedures aimed at improving workflow efficiency within the teller line area of the branch.
- Resolved customer complaints professionally, demonstrating empathy while working towards effective solutions.
- Strengthened relationships with existing clients through proactive communication and personalized assistance with financial needs.
- Stayed up-to-date on current industry trends and regulations, attending training sessions regularly to enhance job performance quality continually.
Education
Associate of Applied Science - Accounting
Colorado Technical University
Colorado Springs, CO09-2010
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Regulatory compliance
- Financial product sales
- Customer relationship building
- Loan applications
- Account maintenance
- Credit analysis
- Relationship management
- Certificates of deposit
- Teller transactions
- Goal setting and tracking
- Payments processing
- Analytical thinking
Accomplishments
Implemented weekly Financial Counseling program for Helen's House Women and Children Shelter, empowering women to manage their finances and providing follow-ups to foster financial accountability.
Timeline
Financial Services Representative
Marine Federal Credit Union
03.2014 - 09.2014
Financial Representative
Navy Federal Credit Union
01.2007 - 03.2009
Teller
Bank Force
01.2003 - 05.2005
Teller Associate
Wachovia Bank
02.2000 - 03.2002
Associate of Applied Science - Accounting
Colorado Technical University
Similar Profiles
Samantha SandersSamantha Sanders
Digital Branch Representative at Marine Federal Credit Union, Western BlvdDigital Branch Representative at Marine Federal Credit Union, Western Blvd
Kelley BarkerKelley Barker
Mortgage Loan Processor/Closer at Marine Federal Credit UnionMortgage Loan Processor/Closer at Marine Federal Credit Union
Jennifer JonesJennifer Jones
Manager at Marine Federal Credit Union, Western BlvdManager at Marine Federal Credit Union, Western Blvd