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
Similar Profiles
Phu Dang NguyenPhu Dang Nguyen
C# Junior Software Developer at Realtime Business Solutions Pty LtdC# Junior Software Developer at Realtime Business Solutions Pty Ltd
Elena Maria MigliorinElena Maria Migliorin
Hardware Developer at Realtime Embedded ABHardware Developer at Realtime Embedded AB
Davoud MirzaeiDavoud Mirzaei
Senior 3D Artist at V2i RealtimeSenior 3D Artist at V2i Realtime