Ashley Churchman
Englewood,OH
Summary
Energetic, member focused professional with 10+ years of servicing members in various roles, with the last 12+ in the Financial Services industry. Excellent organizational, analytical, interpersonal and member resolutions skills with the ability to make solid, sound decisions with a realistic approach. Highly trustworthy, discreet and ethical with a goal of creating a positive experience for the member so that they remain loyal to the firm.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Certified Financial Counselor
Wright-Patt Credit Union
09.2021 - Current
- Worked with members to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Cultivated a positive, non-judgmental environment for members to openly discuss their financial challenges and concerns.
- Increased member confidence in managing personal finances by providing tools and resources for long-term success.
- Consultatively interact with members to help meet their spoken and unspoken financial needs helping them achieve Financial Flexibility and Freedom.
Personal Banker
PNC Bank
07.2021 - 09.2021
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs
- Educates customers on options for managing financial transactions by leveraging technology, tools and resources
- Acquires and deepens the branch customer base through a variety of proactive sales and service activities
- Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing
- Positions PNC solutions to drive new revenue and customer loyalty
- Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty
- Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions
- Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty
- Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits
- Demonstrates a heightened scrutiny to identify and avoid loss
- Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
BBW Chat Associate
L Brands
10.2020 - 07.2021
- Responsible for taking chats, up to 3 at a time
- Answered chats within 20 seconds of initial contact and responded within 2 minutes
- Actively listened to customers to avoid repetition and used connecting responses to build rapport
- Pick up on customer cues to create a customer connection
- Recommended Merchandise to customers based on their needs and preferences
- Resolve customer issues while utilizing negotiation skills
- Efficiently handle inbound contacts from customers, resolving any issues, questions, or concerns in a prompt and efficient manner
- Enter information into company database
- Follow up with personal queue as necessary
- Interpret company policy and procedures in servicing customers.
Lead Associate of Operations
Chase Bank
09.2012 - 08.2020
- Responsible for face-to-face interactions with customers, providing top-notch customer service by handling financial transactions accurately and efficiently while consistently looking for cross sell opportunities
- Professional and friendly interactions with both customers and team members
- Maintained appropriate cash limits, cashed checks, established deposits, issued cashier's checks, cash orders, traveler's checks and funds transfers
- Balance cash drawer
- Enforced security measures to ensure funds were not compromised
- Works with the branch manager to set the tone of the branch environment to provide an exceptional customer experience
- Ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory banking requirements
- Introduce customers to branch team to build relationships and assist with financial needs
- Support the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards
- Assist with scheduling as necessary
- Back up to Branch Manager.
Education
Skills
- Member Focus
- Cross Selling Products
- Notary Public
- Teller Operations & Cash Handling
- Relationship Building
- Leadership
- Communication
- Typing- 65 WPM
- Onboarding
- Training
- Compliance
- Microsoft Office
- Certified Financial Counselor
- NPS Champion
- Trainer Mentor
References
Available Upon Request
Certification
Certified Credit Union Financial Counselor
Timeline
Certified Financial Counselor
Wright-Patt Credit Union
09.2021 - Current
Personal Banker
PNC Bank
07.2021 - 09.2021
BBW Chat Associate
L Brands
10.2020 - 07.2021
Lead Associate of Operations
Chase Bank
09.2012 - 08.2020