Chase Marsh
Salt Lake City,UT
Summary
Dedicated Lead MSR with a proven track record in delivering exceptional member service and operational efficiency. Skilled in team leadership, relationship building, and effective problem solving.
Overview
6
6
years of professional experience
Work History
MEO / Lead MSR
Mountain America Credit Union
Boise, Idaho
08.2022 - Current
- Delivered exceptional service to credit union members by assessing financial needs and advising accordingly.
- Opened new accounts while servicing existing accounts to meet member objectives.
- Cross-sold products and services during consultations to address evolving member needs.
- Coached and developed team members.
- Led branch operational procedures.
- New team member onboarding.
Financial Services Representative
Westmark Credit Union
Boise, Idaho
08.2021 - 08.2022
- Educated members on credit union products and services offerings.
- Processed account and loan applications.
- Resolved member issues promptly and efficiently through effective communication.
- Worked with other departments to provide personalized solutions for members.
Teller
First Interstate Bank
Boise, Idaho
08.2020 - 08.2021
- Maintained accurate cash drawer, ensuring financial integrity during daily operations.
- Processed customer transactions, contributing to seamless banking experience for community members.
- Recommended products and services tailored to individual customer needs, enhancing customer satisfaction.
Education
English And Technical Communication
Boise State University
Boise, ID08-2017
Marketing
University of Idaho
Moscow, IDSkills
- Product knowledge
- Operational efficiency
- Task prioritization
- Team leadership
- Member service
- Relationship building
- Problem solving
Accomplishments
- Trailblazer in Operational Excellence 2024
- Trailblazer in Exceptional Member Experience in 2024
- 1 Million Dollar Club 2024
- Rescue Ranger Early Bird Achiever 2026
Timeline
MEO / Lead MSR
Mountain America Credit Union
08.2022 - Current
Financial Services Representative
Westmark Credit Union
08.2021 - 08.2022
Teller
First Interstate Bank
08.2020 - 08.2021
English And Technical Communication
Boise State University
Marketing
University of Idaho