Andrew Toole

Risk Audit Analyst 06/2020-04/2023

Financial Sales Representative 09/2018-06/2020

Member Service Representative 07/2018-09/ 2018

• Engage with diverse employees and vendors to meet organizational needs and resolve issues (SELT, Board of Directors, Supervisory Committee, and NCUA)
• Remain informed of industry-specific regulatory requirements and make recommendations to executive management to ensure company remains compliant with local, state, and federal requirements
• Oversee the organization's audit plan to ensure all audits are completed efficiently and on time
• Manage day-to-day activities with BSA functions for the Credit Union, including reporting per state regulations
• Coach and train managers and front-line staff on BSA policies and procedures.
• Facilitated internal audits and prepared detailed reports on findings.
• Trained and mentored department staff on policies and procedures to establish a strong foundation for client development and service activities.
• Coordinated, managed, and implemented auditing projects and prepared for evaluation.
• Attended CUNA internal audit industry conferences to gain an understanding of trends and engage with current and potential clients.
• Conducted strategic and technical reviews to verify compliance with quality control standards, schedule constraints and budget parameters.

• Coached, trained, and developed sales associates to build rapport with diverse clients and provide a world-class experience
• Responsible for meeting department sales goals and managing department schedules and new hire onboarding processes.
• Increased customer engagement to drive interest and boost sales opportunities.
• Coordinated solutions for new and existing customers to meet unmet needs and resolve various issues.
• Achieved sales metrics consistently by creating SMART goals based on available sales data.
• Acquired and maintained full knowledge of product technical and functional aspects to better serve customers' needs.
• Enhanced company profile by attending industry trade shows and conferences to answer questions, promote products, and offer informative talks.
• Trained, coached, and mentored new sales associates for maximum performance.
• Handled cash register operations and customer transactions to process payments.
• Answered customer questions about products and services, helped locate merchandise, and promoted key items.
• Provided exceptional customer service to foster client loyalty and satisfaction.
• Monitored sales team performance and provided constructive feedback.
• Worked closely with other departments to understand the full scope of available offerings and provide top-notch salesmanship to customers.
• Contributed to team objectives in a fast-paced environment.
• Trained new employees on customer service, money handling, and organizing strategies.
• Achieved or exceeded company-defined sales quotas.