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
Similar Profiles
Matthew LousteauMatthew Lousteau
Financial Controller at Knoxville Teachers Federal Credit UnionFinancial Controller at Knoxville Teachers Federal Credit Union
Member Service Representative - Teller at Victoria Teachers Federal Credit UnionMember Service Representative - Teller at Victoria Teachers Federal Credit Union