Ashley Dagnan
Beavercreek,OH
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player, dynamic and reliable.
Overview
6
6
years of professional experience
Work History
Financial Coach II
Wright-Patt Credit Union
Miamisburg, OH
09.2022 - Current
- Developed and implemented financial plans to help members meet their short-term and long-term goals.
- Supported members during times of financial hardship by helping them develop realistic strategies for dealing with debt.
- Advised members on advantages and disadvantages of different product decisions in alignment with individual needs.
- Assisted members in making informed decisions about debt management options such as consolidation or refinancing.
- Recommended specific products or services that can help improve a member's overall financial situation.
- Advised members on how to manage their credit score by using credit cards responsibly and paying off debts in a timely manner.
Teller/Teller Lead
PNC Bank
Beavercreek, OH
04.2019 - 08.2022
- Assists branch manager in performance management and new hire process.
- Ensures teller, daily branch operations and maintenance transactions are completed in an efficient and accurate manner.
- Coaches, mentors and leads tellers by example with clear communication skills, transaction handling and problem resolution.
- Monitors cash vaults to verify correct balances and variances are within compliance.
- Works closely with loss prevention to ensure monthly audits are completed.
- Delivered unique customer experiences aimed at improving financial wellbeing.
- Identified opportunities through meaningful conversations with customers and made appropriate referrals.
Education
High School Diploma -
Fairborn High School
Fairborn, OH05.2018
Skills
- Customer Service
- Organizational
- Computer and Keyboarding
- Fraud Detection and Prevention
- Time Management
- Teamwork and Collaboration
- Verbal and Written Communication
- Team Leadership
- Rapport Building
- Problem Resolution
Accomplishments
- Consistently maintained high customer satisfaction ratings.
- Awarded Certificate of Excellence, February 2020.
- Net Promoter Score (Member Surveys) Champion
Timeline
Financial Coach II
Wright-Patt Credit Union
09.2022 - Current
Teller/Teller Lead
PNC Bank
04.2019 - 08.2022
High School Diploma -
Fairborn High School