Dynamic Relationship Specialist with a proven track record in enhancing customer engagement and driving positive outcomes in financial services. Skilled in conflict resolution and communication strategies, fostering a supportive and equitable workplace culture. Experienced in developing sales plans and training team members to achieve organizational goals.
Overview
7
7
years of professional experience
Work History
Relationship Specialist II
VyStar Credit Union
10.2022 - Current
Assisted management in bank opening and closing procedures.
Assisted with the training of new team members.
Reviewed the accuracy of membership opening documents and procedures.
Worked with management teams to develop annual sales plans, goals, and targets.
Attended scheduled training sessions, department meetings, and company events to build expertise and promote the company image.
Remained open to feedback from the supervisor and peers to build and improve skill set.
Handled customer complaints and inquiries courteously and efficiently.
Relationship Specialist I
VyStar Credit Union
12.2020 - 09.2022
Greeted customers by name, and displayed a respectful attitude, helping to develop rapport with the customer base and build lasting relationships.
Met production targets that impacted overall company revenue goals.
Guided customers in selecting appropriate financial products for individual needs.
Balanced the cash drawer and maintained full accountability for the assigned cash.
Addressed customer questions and concerns regarding products and services.
Analyzed credit reports and financial scenarios, determining appropriate loan products for customers.
Submitted loan applications to the underwriter for verification and recommendations.
Met with applicants to obtain loan application information and answer questions about the process.
Worked with clients to identify financial goals, and to find ways of reaching those goals.
Test Proctor
Florida State College, Jacksonville
01.2020 - 12.2020
Invigilating a variety of exams, preventing students from cheating, ensuring a safe and orderly environment, explaining test rules to students, determining materials permitted during the test, setting up the test room, and recording attendance.
Conferred with teachers to select course materials, and determine suitable teaching aids.
Explained and answered questions concerning examination procedures, and related matters.
Inspected examination rooms to gauge suitability for impending exams.
Conducted pre-exam briefings for test takers about expectations for their behavior during the exam period.
Delivered interactive group instruction to administer lessons and assignments, successfully engaging students of all learning abilities.
Monitored student behavior throughout the duration of tests.
Restaurant Front of House Manager
Cool Moose Cafe
Jacksonville, FL
01.2018 - 06.2020
Monitored customer feedback and complaints, and delivered prompt and satisfactory resolutions.
Exhibited leadership ability through empowerment and understanding of position responsibilities.
Developed and monitored daily, weekly, and monthly budgets, and controlled costs to ensure profitability.
Reviewed work procedures and operational problems to determine ways to improve service and performance.
Ensured the accuracy of staff timecards and processed payroll for all restaurant employees.
Assisted with onboarding and training for all new front-of-house employees.
Enhanced ambiance and customer experience through strategic layout and design changes in front of house areas.
Trained front-of-house staff on restaurant policies and procedures, guest service techniques and communication skills to promote positive experiences.
Education
Master Of Science (M.S.) - Human Resource Development
Barry University
Miami, FL
05-2025
Bachelor Of Science (B.S.) - Communication & Media Studies
Florida State College At Jacksonville
Jacksonville, FL
05.2023
Associate in Arts (A.A.) -
Florida State College At Jacksonville
Jacksonville, FL
12.2019
Skills
Customer Relationship Management
Sales Expertise
Conflict Resolution
Financial Product Knowledge
Communication Strategies
Team Leadership
Activities
Treasurer, Women’s Employee Resource Group at VyStar Credit Union (W.A.V.E), 10/01/24- Current
Engagement Ambassador, Women’s Employee Resource Group at VyStar Credit Union (W.A.V.E), 03/01/24- 10/01/24
Mentee, Future Fit Mentorship Program at VyStar Credit Union, 05/01/24- 12/01/24
Timeline
Relationship Specialist II
VyStar Credit Union
10.2022 - Current
Relationship Specialist I
VyStar Credit Union
12.2020 - 09.2022
Test Proctor
Florida State College, Jacksonville
01.2020 - 12.2020
Restaurant Front of House Manager
Cool Moose Cafe
01.2018 - 06.2020
Master Of Science (M.S.) - Human Resource Development
Barry University
Bachelor Of Science (B.S.) - Communication & Media Studies