Ashley Schmitz
Clear Lake,MN
Summary
With over 20 years in Customer Service, I take a great deal of pride in my work ethic. My job experiences have required a focus in time management to complete time sensitive transactions for members to help better their financial well-being along with increasing branch production. Customer satisfaction and knowing they are happy with their experience whether it be from my past-to-present work experience has always been my main goal and priority.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Customer Service Manager
Realtime Solutions
Becker, MN
09.2023 - Current
- Relayed customer feedback to cross-functional teams to improve products and services.
- Remained calm and professional in stressful circumstances and effectively resolved tense situations.
- Conducted regular training sessions/1:1 meetings for staff on new programs, services, and customer service techniques.
- Assisted staff with resolving difficult customer issues and implementing solutions.
- Evaluated employee job performance and motivated staff to improve productivity.
- Monitored phone calls to provide feedback and coaching.
Branch Manager
Spire Credit Union
ST. CLOUD, MN
07.2021 - Current
- Completed ongoing development and communication with the team through weekly branch meetings and one on one coaching. Reviewing their monthly/quarterly goals.
- Supported our Contact Center by answering incoming calls from members
- Deescalated upset members by listening to their needs and finding a solution for the problem
- Interviewed and hired talented individuals that best fit the needs for the position
- Maintained friendly and professional customer interactions.
Assistant Branch Manager
SPIRE CREDIT UNION
10.2019 - 07.2021
- Conducted weekly staff meetings in order to be all on the same page along with group discussions about procedures questions that occurred throughout the week
- Developed and managed employee schedules, balancing individual requests along with business needs
- Completed weekly One on One’s with the team to discuss individual and branch goals
- Responded to member concerns, to increase member’s satisfaction.
FINANCIAL SERVICE OFFICER
SPIRE CREDIT UNION
07.2019 - 10.2019
- Worked with members to develop financial planning strategies and solutions through assessing their financial situation and what best suits their needs
- Built relationships with members, providing them advice and solutions in their financial journey while increasing branch production sales.
- Cross-sold bank products and services based on customer needs to increase branch production.
- Completed outbound calls to members in order to recommend financial products and services that best fit their needs.
Member Representative
Energy Services Federal Credit Union
ST. CLOUD, MN
11.2015 - 07.2019
- Energy services federal credit union
- Opened savings/checking accounts
- Submitted and reviewed loan applications
- Delivered check deposits from the day to another financial institution.
SERVER
CLEARWATER TRAVEL PLAZA
CLEARWATER, MN
09.2000 - 11.2015
- Cash handling
- Management assigned me to opening shift due to their confidence in my ability to be responsible and dependable.
- Provided exceptional service to high volume of daily customers.
Education
BACHELOR’S DEGREE - INTERDISCIPLINARY STUDIES, Education and Psychology
NORTH CENTRAL UNIVERSITY
01.2007
High School Diploma -
ST. CLOUD TECH HIGH SCHOOL
ST. CLOUD, MN06.2002
Skills
- Performance Reviews
- Business Planning
- Attention to Detail
- Customer Relationships
- Reliable
- Coachable
- Team Player
- Financial Services
- Empathetic
- Highly Adaptable
- Proven Leader
- Customer Service
- People-Oriented
- Excellent Communication Skills
Certification
- Notary of Public Certification
- DRE NMLS License
Timeline
Customer Service Manager
Realtime Solutions
09.2023 - Current
Branch Manager
Spire Credit Union
07.2021 - Current
Assistant Branch Manager
SPIRE CREDIT UNION
10.2019 - 07.2021
FINANCIAL SERVICE OFFICER
SPIRE CREDIT UNION
07.2019 - 10.2019
Member Representative
Energy Services Federal Credit Union
11.2015 - 07.2019
SERVER
CLEARWATER TRAVEL PLAZA
09.2000 - 11.2015
BACHELOR’S DEGREE - INTERDISCIPLINARY STUDIES, Education and Psychology
NORTH CENTRAL UNIVERSITY
High School Diploma -
ST. CLOUD TECH HIGH SCHOOL
- Notary of Public Certification
- DRE NMLS License
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