Motivated financial professional seeking a leadership role that values strategic thinking, client-focused solutions, and continuous development. Leverages a strong background in customer service, financial education, and team management to deliver personalized financial guidance and drive client satisfaction.
Overview
19
19
years of professional experience
Work History
Member Service Representative
Skyla Credit Union
10.2022 - Current
Leveraged collaborative sales expertise to successfully cross-sell, facilitate member referrals, and uphold a positive and ethical representation of the credit union.
Demonstrate a commitment to building strong relationships and increasing market share by providing strategic recommendations for credit union products and services, consumer loan policies, and credit approval criteria.
Teller
Wells Fargo Bank
10.2021 - 05.2022
Provide exceptional customer service by assisting clients with banking transactions, such as deposits, withdrawals, and account inquiries.
Ensure complex transactions, including wire transfers and foreign currency.
Identified sales opportunities and referred customers to branch partners in financial services.
Established rapport with new clients to increase satisfaction and loyalty.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Mental Health Aide
Rochester Psychiatric Center
11.2006 - 11.2019
Skilled in conducting comprehensive assessments, developing individualized treatment plans, and delivering evidence-based therapeutic interventions.
Expertise in a variety of therapeutic modalities, including cognitive-behavioral therapy (CBT), dialectical behavior therapy (DBT), and trauma-informed care.
Identified behaviors that necessitated intervention and obtained assistance from qualified personnel to complete intervention.
Observed patient behaviors and mental status and notified RN of unusual or potentially dangerous occurrences.
Performed scheduled patient safety checks and documented results to establish patients' well-being.
Implemented evidence-based therapeutic interventions to help clients manage mental health difficulties.