
Dynamic Senior Member Service Specialist at RBFCU with a proven track record in enhancing member satisfaction and achieving sales goals. Skilled in effective teamwork and active listening, I excel in resolving complex member concerns and training new staff, consistently exceeding operational standards and fostering a collaborative environment. Certified Notary with expertise in financial products.
Assisting with escalated member concerns and situations.
Training new team members, with success in member service and recognition in sales.
Serving in supervisor capacity, able to open and close branch independently, as well as provide check approvals and overrides.
In charge of vault duties, ordering funds for the branch.
Open new accounts for new and existing members using the Wizard and New Member Console.
Knowledgeable of federal regulations.
Processing teller transactions, with the ability to balance member’s needs, and represent the institutions high regard for performance.
Knowledge of all sales and services, with ability to provide members with correct products to fulfill their needs in a timely manner.
Perform monthly teller evaluations
- Works in a supervisory capacity, including days when management is not present in-branch (SOD)
- Efficiently complete all SMSS daily reports
- Readily available to assist any location, in any region as business need arises
- Master all transactions including SDB, mitigating Fraud, and complex member concerns
- Exceeds Branch Ops standards and establishes personal goals to work towards continuous development
- Actively network and work cohesively to promote personal/professional support amongst myself and my peers
COE 2023,2024, and 2025
Provide professional, courteous, friendly quality and prompt member service. Ability to make financially responsible decisions in a timely manner while guiding the member to an agreed resolution. Knowledge of negotiable instruments, various teller reports, process of Safe Deposit Box opening/closing, surrender and rentals. Proficiency across various departments such as Consumer Lending, Mortgage and CUSO’s to guide members towards their financial goal. Overriding capabilities while following credit union policy and procedures. Accept responsibility, open minded to feedback and follow through on commitments. Mentor, train, and coach new employees to becoming successful representative while providing them base knowledge of the credit unions culture and atmosphere. Oversee vault cash flow to determine large withdraw for members. Determination in sales goal to accomplish branch initiatives while utilizing listening skills to determine the member’s needs. Certified Notary.
Achieved COE for 2021 & 2022
The Circle of Excellence Program is designed to recognize employees around the credit union that go above and beyond with member service, putting the right products and services in the hands of those exhibiting a need and thereby improving the economic well-being of our members. To be considered for COE you have to be in the top 10% of sales for the entire credit union or have a perfect survey of 4.90 or higher.