Anastasiya Khachik
Beaverton,OR
Summary
Accomplished Premier Banker 2 at First Tech Federal Credit Union, adept in financial planning and relationship management. Excelled in enhancing customer satisfaction through expert advice on banking products, significantly contributing to deposit growth. Skilled in regulatory compliance and conflict resolution, consistently fostering strong customer and team relationships. Demonstrated proficiency in account management and employee training, driving operational excellence.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Premier Banker 2
First Tech Federal Credit Union
04.2022 - Current
- Provided advice on different bank products and financial options.
- Opened, closed, and updated accounts for customers.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Responded to customer inquiries regarding new accounts and account services.
- Generated deposits from new relationships for the credit union
- Continuous mentorship and coaching with branch representatives
Banker
First Technology Federal Credit Union
08.2017 - 04.2022
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Provided advice on different bank products and financial options.
- Opened, closed, and updated accounts for customers.
- Balanced teller drawers and ATM cash.
Education
No Degree - Psychology
Portland State University
Portland, ORHigh School Diploma -
Aloha High School
Beaverton, OR05.2014
Skills
- Financial Planning
- Relationship Management
- Cash Management
- Professional ethics
- New Account Setup
- Financial Institution Regulations
- Products and Services Knowledge
- Consumer Banking
- Cross-Selling and Partner Referrals
- Bank Sales
- Employee Training Assistance
- Product Promotion
- Regulatory Compliance
Certification
- Licensed Investments; Life/health insurance and annuities
- Licensed Notary
Languages
Romanian
Full Professional
Timeline
Premier Banker 2
First Tech Federal Credit Union
04.2022 - Current
Banker
First Technology Federal Credit Union
08.2017 - 04.2022
No Degree - Psychology
Portland State University
High School Diploma -
Aloha High School
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