Charla Lee
Molino
Summary
12 years of experience as both a member service and financial professional encompassing roles across various departments. Demonstrates extensive knowledge of the financial industry and a deep commitment to exceptional member service. Passionate about ensuring each interaction leaves members feeling valued and supported. Proven track record of adapting to diverse roles and delivering high-quality service in a dynamic environment.
Overview
12
12
years of professional experience
Work History
Financial Services Representative
Harvesters Credit Union
08.2024 - Current
- As a financial services representative in the branch, I wear many hats. I greet members as they enter the branch, assist with teller line duties, assist in opening new accounts and lending products. Each interaction with members is a stepping stone in building a solid relationship with them.
Quality Assurance Specialist
Gulf Winds Credit Union
09.2021 - 08.2024
- As Quality Assurance Specialist, I monitor and grade phone calls for our member service team. I transition new hires into their role, am responsible for continued education of department, work with training team to be sure new hires are trained on most up to date curriculum, hold weekly team meetings, identify growth and improvement opportunities for employees.
Member Service Representative II
Gulf Winds Credit Union
10.2020 - 09.2021
- As MSR II, I was responsible for supporting the phone queue when the wait time was excessive, monitoring and maintaining all written channels that members accessed such as online chat, emails, texts, etc., leading MSR Is and acted as a knowledge resource when they needed assistance.
Member Service Supervisor
Gulf Winds Credit Union
04.2018 - 10.2020
- As Member Service Supervisor, I was responsible for leading the MSR team, scheduling, hiring, coaching, and continued education.
Member Service Representative I
Gulf Winds Credit Union
03.2016 - 04.2018
- As MSR I, I was responsible for staying in the phone queue and answering the member’s calls as they came in. I provided members with exceptional member service and made them feel valued. I offered them products and services that benefited their financial future.
Financial Services Representative
Gulf Winds Credit Union
04.2015 - 03.2016
- As FSR, I was responsible for opening/closing accounts, consumer lending applications, providing exceptional member service and offering products and services to members that bettered their financial future.
Head Teller
Gulf Winds Credit Union
11.2014 - 04.2015
- As Head Teller, I was responsible for staffing tellers, balancing vaults and coaching and leading team.
Branch Receptionist
Gulf Winds Credit Union
05.2014 - 11.2014
- As Branch Receptionist, I was the first person members saw when they entered the credit union. I was responsible for greeting them, assisting them with their needs and making sure they felt valued when they left.
Teller
Gulf Winds Credit Union
05.2013 - 05.2014
- As a Teller, I was responsible for greeting members as they approached my window, assisting them with their transactions, answering their questions, offering them products and services that bettered their financial future. I also balanced my drawer, vault and cash machines.
Education
High school diploma -
Northview High School
Bratt, FL06.2012
Skills
- Computer skills (Microsoft products)
- Financial management
- Cash handling
- Account maintenance
- Member relationship building
- Lending
References
Amie Webb
(850)712-2462
Taylor Eagle
(850)207-4588
Kaylyn Garnett
(850)293-9733
Timeline
Financial Services Representative
Harvesters Credit Union
08.2024 - Current
Quality Assurance Specialist
Gulf Winds Credit Union
09.2021 - 08.2024
Member Service Representative II
Gulf Winds Credit Union
10.2020 - 09.2021
Member Service Supervisor
Gulf Winds Credit Union
04.2018 - 10.2020
Member Service Representative I
Gulf Winds Credit Union
03.2016 - 04.2018
Financial Services Representative
Gulf Winds Credit Union
04.2015 - 03.2016
Head Teller
Gulf Winds Credit Union
11.2014 - 04.2015
Branch Receptionist
Gulf Winds Credit Union
05.2014 - 11.2014
Teller
Gulf Winds Credit Union
05.2013 - 05.2014
High school diploma -
Northview High School
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