To obtain a challenging position that will enable me to utilize and advance my skills, while contributing to the continued success of the company. I am keen to apply my accounting and cashiering experience.
Overview
15
15
years of professional experience
Work History
Member Service Consultant
Guardian Credit Union
11.2023 - Current
Reduced wait times for customers through efficient multitasking capabilities while maintaining accuracy in transactions.
Streamlined the account-opening process for new members, increasing efficiency and member satisfaction.
Developed strong rapport with members through active listening skills and empathetic communication techniques.
Educated members on various credit union products and services, promoting usage and maximizing member benefits.
Assisted with loan applications, ensuring all necessary documentation was collected and submitted accurately.
Enhanced member satisfaction by addressing and resolving inquiries in a timely manner.
Contributed to branch performance goals by consistently meeting or exceeding individual sales targets.
Provided personalized financial consultations to members, identifying opportunities for improved financial management.
Lead Member Service Specialist
Guardian Credit Union
12.2017 - 11.2023
Communicated with members and helped them with making deposits and other account operations
Prepared detailed daily reports, processed transactions and promoted new financial products and services
Managed and supervised all functions of the teller line
Provided leadership, plan and organize daily activities
Trained new employees and work with the team in continuing compliance and product knowledge
Assisted management to successfully meet branch goals by cross-selling and make member referrals
Teller, Head Teller, Personal Banker and Loan Processor
Central State Bank
05.2010 - 11.2017
Solid know-how of recording transactions promptly and in compliance with the bank’s policies and procedures
Hands-on experience in exercising discretion, judgment, and proposal about transaction problems and inquiries
Improved customer satisfaction
Provided information to customers
Manage bank vaults to ensure correct cash balances
Receive checks and post entries into correct accounts
Knowledge of GL accounts
Balancing monthly reports
Responsible for collecting and verifying all documentation required for loan submission is complete and in compliance
Verifying all invoices and fees necessary for closing, and ordering the closing package and title to the subject properties are clear
Education
High School Diploma -
Calera High School
Calera, Al
05.2006
Skills
Excellent oral and written communication skills
Skilled in MS Office
Skilled in Banking Software
Ability to work in a fast-paced environment
Dedicated and detail-oriented
High level of accuracy
Strong attention to detail
Strong customer service skills
Timeline
Member Service Consultant
Guardian Credit Union
11.2023 - Current
Lead Member Service Specialist
Guardian Credit Union
12.2017 - 11.2023
Teller, Head Teller, Personal Banker and Loan Processor