Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments while bringing a positive attitude to the work environment. Recognized for taking the initiative to provide excellent customer service to all members, eagerly contributing to team success and further developing my professional skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Service Specialist
Fibre Federal Credit Union
02.2024 - Current
Proficient in the use of office equipment such as a copier/scanner, multi-line phones, 10 key calculator, and comfortable using Microsoft programs
Identified opportunities to cross-sell products, resulting in increased revenue for the bank
Processed wide variety of retail banking transactions for personal and commercial members.
Assisted members with setting up or closing accounts, completing loan applications, opening or transacting on retirement accounts, creating debit and credit cards and signing up for new services.
Maintained strict compliance with all banking regulations
Delivered exceptional customer service, addressing concerns promptly and professionally to ensure member satisfaction.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Balanced teller drawers and TCR machines
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud or loss to the credit union.
Ability to multitask through stressful situations
Handled various accounting transactions.
Established rapport with new clients to increase satisfaction and loyalty.
Public Notary
Completed and funded Loan signings for home equity, credit cards, auto/RV and personal loans
Check members in and schedule appointments using employer scheduling system
Logistics Manager
Steve Broders Co
03.2022 - 02.2024
Receive over 50 incoming product shipments daily
Label, package and ship out all outbound shipments of products worth varying high dollar amounts
Schedule deliveries per day, week and monthly basis
Work with local courier and LTL trucking companies
Work with project managers and construction companies on deadlines and getting products out on certain days and times
Create purchase orders and itemized packing slips
Work with other departments to ensure systems run properly and items are checked in so billing can be processed
Work with multiple product distributors, following all purchase orders made in the company to make sure we receive acknowledgments and ETA's for all products
Proficient use of Software for Hardware
Improved on-time delivery rates by optimizing transportation routes and scheduling.
Enhanced customer satisfaction by closely monitoring order fulfillment and addressing issues promptly.
Coordinated driver dispatch to accomplish daily delivery requirements.
Forklift operation
Streamlined logistics processes by implementing efficient inventory management systems.
Member Service Representative
Lower Columbia Longshoremen's Federal Credit Union
06.2017 - 03.2022
Public notary
Proficient in the use of office equipment such as a copier/scanner, multi-line phones, 10 key calculator, and comfortable using Microsoft programs
Assessed and worked reports each day and generated notification letters to delinquent account holders
Conducted special service and account transactions for customers, including but not limited to, ordering checks, ordering debit and ATM cards, handling all fraudulent transactions on members accounts, in charge of all IRA retirement accounts, assisting members in online banking maintenance, CD's and CD maturity
Adhered to financial services security and audit procedures.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Established new accounts and created memberships, resulting in increased loans and earnings for credit union.
Processed cash withdrawals and deposits of varying amounts
Processed and verified member and credit union wires
Ability to multi-task and think quickly in high stress situations
Teller
US BANK
01.2015 - 06.2017
Recommended additional products, services and benefits for customers.
Processed over 100 cash withdrawals and deposits per day accurately and efficiently.
Directed specific questions to appropriate branch personnel.
Offered to take on additional shifts to alleviate staffing shortages, and worked at different branches in times of need and on weekends
Supplied tellers with coin and currency as needed.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Examined checks for identification and endorsement.
Manager
McDonalds
01.2012 - 12.2015
Developed and implemented strategies to enhance team performance, improve processes and increase efficiency.
Optimized profits by controlling food, beverage and labor costs daily.
Trained workers in food preparation, money handling and cleaning roles to facilitate restaurant operations.
Completed opening, closing and shift change tasks to promote store efficiency.
Quickly and efficiently processed payments and made accurate change.
Monitored and counted food stock and supplies to reorder on time.
Prepared items according to written or verbal orders, working on several different orders simultaneously.
Managers 20+ employees or more on any given shift, and also ran the store alone on overnight shifts
Effectively worked with teammates and openly invited coaching from management team.
Inventory management on stock levels
Education
High School Diploma -
Kelso High School
Kelso WA
Skills
Excellent customer service
Problem resolution skills
Scheduling, organization and attention to detail
Positive and outgoing personality
Ability to multi-task
Certification
CNP - Certified Notary Public expires 01/08/2029
Timeline
Financial Service Specialist
Fibre Federal Credit Union
02.2024 - Current
Logistics Manager
Steve Broders Co
03.2022 - 02.2024
Member Service Representative
Lower Columbia Longshoremen's Federal Credit Union
Assistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit UnionAssistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit Union