Ashley Minter
Reidsville,NC
Summary
Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Member Relationship Manager
American Partners Federal Credit Union
07.2023 - Current
- Cultivates profitable relationships with members and vendors
- Works closely with IT to remedy platform and network issues effectively and efficiently.
- Monitors daily transactions and vault status.
- Reconcilement of all frontline balancing.
- Conduct weekly meetings with staff and focus on continuous improvements
- Balance monetary instruments with GLs daily
- Works daily with accounting to ensure accuracy between members accounts and general ledger
- Weekly monitoring of employee time cards, time off, and pto balances
- Hiring, onboarding, and training of all new staff.
- Manages employee compliance courses throughout entire organization
- BSA committee member and Carolina Credit Union League board member
- Prepared and presented detailed reports on client account status and growth opportunities to senior management.
- Facilitated financial planning seminars and workshops for clients.
- Generated reports regarding customer interactions, performance metrics, and revenue goals.
- Analyzed market trends and identified potential new customers through research activities.
- Provided exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
- Developed and executed strategies for customer retention and acquisition.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Ensured compliance with regulatory standards and company policies in all client interactions.
- Participated in networking events and industry conferences to attract new clients.
- Coordinated preparation of external audit materials and external financial reporting.
- Collaborated with internal teams to create customized financial solutions for clients.
- Led training sessions for junior relationship managers on client service best practices.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Math and Science Teacher
Rockingham County Schools
01.2020 - 06.2023
- Works with Tier 2 & Tier 3 students in middle school education
- Focuses on implementing and teaching the needed skills for students to reach grade level
- Collaborate with parents and teachers to evaluate student needs
- Adjust lessons to advance skills beyond classroom level
- Provide encouragement and positive motivation
- Pay extra attention to problems and subjects student struggles with
- Review student's' daily work and homework
- Assist student in completing work
- Prepare materials specific to upcoming tests
- Review test material and quiz student
- Teach new skills using technology
- Document progress to discuss with parents and educators
Teacher Assistant
Rockingham County Schools
01.2018 - 12.2019
- Works with Tier 2 & Tier 3 students in elementary education
- Focuses on implementing and teaching the needed skills for students to reach grade level
- Collaborate with parents and teachers to evaluate student needs
- Adjust lessons to advance skills beyond classroom level
- Provide encouragement and positive motivation
- Pay extra attention to problems and subjects student struggles with
- Review student's' daily work and homework
- Assist student in completing work
- Prepare materials specific to upcoming tests
- Review test material and quiz student
- Teach new skills using technology
- Document progress to discuss with parents and educators
GWIM Operations Representative
Merrill Lynch
01.2015 - 12.2018
- Expertise in enhancing systems, reviewing complex data to facilitate seamless service delivery to businesses, process automation, finance reporting, and accounting systems
- Demonstrates taking ownership and excellent skills in solving problems, investigating and resolving a wide variety of issues and requests that included gathering additional information to fulfill requests
- Assisted with associated departments work flow, by providing my assistance whenever requested
- Provided children additional guidance in their daily learning
FRG Leader
Family Readiness Group
01.2005 - 12.2012
- Company Overview: Fort Bragg, NC
- Worked alongside unit Commanders to collaborate and provide information to service member's families throughout the U.S
- Provided assistance and guidance in unit activities and fund-raiser
- Maintained private family information along with confidential military information
- Fort Bragg, NC
Education
Bachelor of Science - Business Administration
Kaplan University
Davenport, IA01.2017
Master's degree - Business Education
Purdue University
Master of Arts - Teaching Middle Grades
Purdue University
Davidson Community College -
01.2016
High School Diploma -
Reidsville Senior High School
Reidsville, NC01.2005
Skills
- Tutoring
- Math
- Typing
- Account Reconciliation
- Competent at filing and updating records
- Conflict management and problem solving
- Data Analysis
- Management
- Experience with employee performance evaluations
- Budgeting
- Quality Assurance
- Demonstrated ability to work independently and as part of a team
- Superior management and leadership skills
- Ensuring the confidentiality of sensitive information
- Experience in preparing daily finance reports
- Research
- Classroom Management
- Strong ethical values
- Geometry
- Knowledge in process improvement and developments
- Proficient in technology
- Proficiency in Microsoft Office Suite
- Curriculum Development
- Teaching
- Highly organized
- Excellent communication skills
- Sees tasks and projects through to completion
- Algebra
- Writing Skills
- Ability to multitask and work in a fast paced environment
- Strategic Planning
- Superior interpersonal and written communication skills
- Profound ability to manage accounting operations
- Microsoft Powerpoint
- Analysis Skills
- Sports Coaching
- Public Speaking
- Relationship building and management
- Financial planning processes
- Business relationship cultivation
- Wealth management offerings
- Service assistance
- Solution management
- Effective customer communication
- Banking
- Policy management
- Client engagement
- Relationship building
- Financial services
- Attention to detail
- Overcoming objections
- Risk management
- Customer relationships
- Time management
- New business development
- Excellent communication
- Team leadership
- Public speaking
- Critical thinking
- Data analytics
Certification
Teaching Certification
Timeline
Member Relationship Manager
American Partners Federal Credit Union
07.2023 - Current
Math and Science Teacher
Rockingham County Schools
01.2020 - 06.2023
Teacher Assistant
Rockingham County Schools
01.2018 - 12.2019
GWIM Operations Representative
Merrill Lynch
01.2015 - 12.2018
FRG Leader
Family Readiness Group
01.2005 - 12.2012
Bachelor of Science - Business Administration
Kaplan University
Master's degree - Business Education
Purdue University
Master of Arts - Teaching Middle Grades
Purdue University
Davidson Community College -
High School Diploma -
Reidsville Senior High School