Top-performing professional with substantial experience in management, banking, finance and leadership. Dedicated to establishing long-term relations with members and employees.
Overview
12
12
years of professional experience
Work History
Sr. Personal Banker
Arizona Financial Credit Union
01.2023 - 09.2023
Work closely with management to strategize sales techniques to increase branch production and customer service.
• Create relationships with new business members and serve as a relationship manager for their needs moving forward.
Cross-sell bank products and services to meet member needs and provide options.
Promote financial products by maintaining excellent service offering knowledge.
Assist members with any and all requests such as opening or closing accounts, completing loan applications, and signing up for new services.
Manage deposits, withdrawals and wire transfers to process smooth banking transactions for members.
Maintain friendly and professional member interactions.
Monitor member accounts to detect irregularities or suspicious activity.
MEMBER SOLUTIONS CENTER MANAGER
Arizona Central Credit Union
04.2014 - 08.2022
Sets clear team goals and tasks
Delegate tasks and set project deadlines
Oversee day-to-day team operation, reports and performance
Create healthy and motivating work environment
Approve time cards for all employees reported to me
Coaching and developing future leaders
Recruiting potential new hires by completing series of phone and in person interviews
Incoming calls for processing loan applications for credit cards, personal loans, LOC, car loans etc.
Providing efficient and problem solving skills for each regular and escalated member call
Handling of IRA & HSA products and services
Opening of accounts such as Checking, Savings, Certificates, Money Markets and miscellaneous accounts for members both online and by mail ( this would sometimes consist of running credit reports, chexsystems and OFAC)
INDIVIDUAL RETIREMENT ACCOUNT SPECIALIST
WELLS FARGO
10.2012 - 10.2013
Gathers, sorts, organizes, records data and information
Resolving complaints by investigating issues and composing responses
Prepares reports by collection and analyzing information
Enhances department and organization reputation by accepting ownership for accomplishing new and different requests
SALES ASSOCIATE
TILLY’S
09.2011 - 09.2012
Opening and closing store
Counts cash in registers and filing paperwork
Creates staff assignments for sales team
Deescalates upset customers through conflict resolution, critical thinking and management skills
Education
GENERAL DIPLOMA -
Skills
Delegation and Empowerment
Conflict Resolution
Teamwork
Customer Service
Critical Thinking
Management Skills
Problem solving
Financial Strategy Management
Partnering and Relationships
Personal Coaching
Effective Customer Communication
Accomplishments
Bank secrecy act training – Annual - Privacy and protections of fraud – Annual - New employee mentor/trainer
Languages
Spanish
Native or Bilingual
Timeline
Sr. Personal Banker
Arizona Financial Credit Union
01.2023 - 09.2023
MEMBER SOLUTIONS CENTER MANAGER
Arizona Central Credit Union
04.2014 - 08.2022
INDIVIDUAL RETIREMENT ACCOUNT SPECIALIST
WELLS FARGO
10.2012 - 10.2013
SALES ASSOCIATE
TILLY’S
09.2011 - 09.2012
GENERAL DIPLOMA -
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