Summary
Overview
Work History
Education
Skills
Timeline
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Caitlyn Mercado

Port Jefferson Station,NY

Summary

Professional with strong background in leadership and team management. Proven track record in driving results and ensuring team collaboration. Skilled in strategic planning, problem-solving, and adapting to dynamic environments. Known for reliability, effective communication, and delivering high-quality outcomes.

Overview

6
6
years of professional experience

Work History

Assistant Manager Financial Services II

Teachers Federal Credit Union
Commack, NY
10.2022 - Current
  • Lead a group of financial experts to achieve organizational goals for sales, service and operational excellence.
  • Foster an environment of development by coaching, empowering and inspiring teammates to achieve their professional goals.
  • Collaborated with different lines of business to implement improvements in processes and/or systems that directly impact the Retail Channel.
  • Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
  • Conducted employee performance evaluations, providing constructive feedback for growth and development.
  • Enhanced team productivity by streamlining operational processes.
  • Successfully launched an re-opening of a newly renovated location while maintaining productivity, employee morale and member experience.

Training Specialist

Teachers Federal Credit Union
Hauppauge, NY
09.2021 - Current
  • Trained and mentored new personnel hired and existing teammates to fulfill various roles.
  • Developed training material, agendas and content used to conduct an effective training experience.
  • Evaluated training effectiveness using feedback surveys and assessments, making continuous improvements as needed.
  • Conducted regular needs assessments to ensure alignment of training initiatives with organizational goals and objectives. Collaborating with different business lines to make the necessary improvements.

Financial Service Representative

Teachers Federal Credit Union
Holbrook, NY
09.2018 - 09.2021
  • Extensive account maintenance and opening new accounts (Savings, Checking, Money Market, IRA, Trust's, Business, Rep-payee, Custodial, Certificates of Deposit)
  • Cross selling loans and credit cards (Auto, RV, Boat, Personal, Debt Consolidation) and reviewing supporting documentation.
  • Business Lending Subject Matter Expert
  • Consistently driving results and considered a top perform amongst my peers.

Education

High School Diploma -

William Floyd High School
01.2016

Skills

  • Problem solving
  • Adaptivity
  • Strong work ethic
  • Team motivation
  • Time management
  • Strategic thinking
  • Coaching and Mentoring
  • Influencing others
  • Patience
  • Workload management
  • Work Planning and Prioritization
  • Decision-making

Timeline

Assistant Manager Financial Services II

Teachers Federal Credit Union
10.2022 - Current

Training Specialist

Teachers Federal Credit Union
09.2021 - Current

Financial Service Representative

Teachers Federal Credit Union
09.2018 - 09.2021

High School Diploma -

William Floyd High School
Caitlyn Mercado