Proficient in Nusenda systems including Q2, Internet and mobile banking XP2 and intranet.
Following up with members by using outlook and multitasking working with members in office and member follow ups. Consistently assisted members with troubleshooting mobile and internet banking when unsuccessful partnered with other departments to help find a path to yes.
Overview
9
9
years of professional experience
Work History
Financial Consultant
Nusenda Credit Union
07.2022 - Current
Collaborated with team members to develop strategies for optimizing member portfolios and managing risk.
Reviewed existing member portfolios, identifying opportunities for diversification and risk mitigation.
Cultivated and strengthened relationships with new member and educated members on account services and capabilities.
Helped members make informed decisions about financial future.
Informed clients of strategies for reducing debt and maximizing savings.
Provided ongoing support for members experiencing financial challenges, offering guidance on debt management and budgeting techniques.
Managed a diverse range of members portfolios , consistently outperforming benchmark indices.
Developed personal rapport with each member to maintain customer loyalty and establish long-term accounts.
Lead Teller
Wells Fargo
07.2018 - 07.2022
Monitored and verified suspicious activity on customer accounts.
Contributed to branch success through participation in local community events, promoting brand awareness, and attracting new clientele.
Established rapport with new clients to increase satisfaction and loyalty.
Cross-sold credit cards, loans and other bank products.
Implemented security measures to protect sensitive client information and financial assets from potential fraud or theft.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Received car loan, home loan, and other payments and posted to accounts.
Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
Improved overall branch performance by sharing best practices and collaborating with coworkers to address areas of opportunity for growth.
Served as an essential resource for colleagues seeking guidance on policy interpretations or procedural clarifications.
Assisted in training new tellers to ensure a consistent level of excellent service across the team.
Processed wide variety of retail banking transactions for personal and commercial customers.
Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
Proficient in Micosoft office and the ability to help customer needs
communicated with new teller progress and communicate with lunch schedules based on customer needs
Customer Service Manager
Burlington Coat Factory Distribution Center
01.2015 - 09.2018
Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
Successfully managed budgets and allocated resources to maximize productivity and profitability.
Established team priorities, maintained schedules and monitored performance.
Followed through with client requests to resolve problems.
Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
Resolved customer complaints while prioritizing customer satisfaction and loyalty.
Reduced customer complaints, proactively addressing issues and implementing effective solutions.
Set aggressive targets for employees to drive company success and strengthen motivation.
Took ownership of customer issues and followed problems through to resolution.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Created and reviewed invoices to confirm accuracy.
Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
Gained extensive knowledge in data entry, analysis and reporting.
multitasked between customers in store and assisting cashiers with balancing and selling cash when needed