Amy Bolanos

• Delivered exceptional member service by identifying financial needs and recommending tailored products and services.
• Guided members through a variety of consumer lending products, including credit cards, personal loans, share-secured loans, HELOCs, and vehicle loans to meet their financial goals.
• Educate members on available financial products and services to help meet their individual financial goals.
• Resolved member inquiries and account issues by researching information, identifying solutions, and ensuring follow-through to enhance member satisfaction.
• Perform account maintenance, transactions, and other member service functions while protecting confidential financial information.
• Process and support consumer loan applications while ensuring accuracy, completeness, and adherence to established policies and procedures.
• Support daily branch operations and contribute to an efficient, organized, and member-focused environment.
• Collaborate with team members to ensure smooth branch operations and a positive member experience.
• Leveraged Microsoft Excel for data management and record keeping. and other computer systems to maintain records, organize information, and support operational responsibilities.

Managed household budget and tracked expenses to ensure financial stability

Coordinated schedules,appointments and activities

Adapted quickly to changing priorities to maintain household efficiency

Maintained records and important documents