Summary
Overview
Work History
Education
Skills
References
Languages
Accomplishments
Certification
Timeline
Generic

Cindy Marin

Buckley

Summary

As I am ambitious, I am seeking a challenging position where I can utilize my strong organizational, communication, and interpersonal skills to contribute to the growth and productivity of the company, as well as increase my own knowledge and expand my skillset, while improving both customer and employee experience.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Member Consultant Lead

BECU
Covington
08.2023 - Current
  • Facilitated weekly meetings with the leadership team.
  • Provided leadership support during times of organizational change.
  • Provided cross-departmental support and ensured seamless branch operations by offering remote leadership when required.
  • Attended training sessions for product knowledge updates.
  • Participated in fairs, grand openings and other community and sponsorship events to promote organization.
  • Supported branch management with projects related to sales goals or strategic initiatives.
  • Resolved member complaints in a timely manner.
  • Demonstrated leadership skills while managing multiple tasks simultaneously.
  • Provided ongoing coaching and mentoring services to help learners improve their skillsets.
  • Organized meetings between internal teams to ensure collaboration.

MEMBER CONSULTANT II-III

BECU
01.2019 - 08.2023
  • Establishing fiduciary accounts, business accounts, and consumer accounts.
  • Efficiently service accounts, transaction research and payments.
  • Proficient in account-to-account transfers, as well as wire transfers.
  • Uncovering referral opportunities to partners such as mortgage, investments, and specialized business services.
  • Engage in community outreach to further the voice of BECU.
  • Facilitate and support the training of new hires.
  • Offered guidance on how to best use credit union services to meet member's financial needs.

MEMBER SUPPORT REPRESENTATIVE II

INSPIRUS CREDIT UNION
01.2016 - 01.2019
  • Aid members with maximizing returns on their money.
  • Efficiently service accounts, de-escalate concerns, and resolve member issues.
  • Coordinate with Premier Financial Representative to ensure high-value members are well taken care of and assist in the discovery and acquisition of external funds.
  • Work with Financial Advisor to find solutions to investment-related queries from members.
  • Initiate and follow up with loan applications to ensure a quick and seamless process.

FINANCIAL SOLUTIONS REPRESENTATIVE

FIRST TECH FEDERAL CREDIT UNION
01.2015 - 01.2016
  • Assisting high-balance, and high-potential customers to ensure that they are in the correct products and that they take advantage of their benefits.
  • Solve problems and service accounts as needed.
  • Work closely with the Private Client Banker and Private Client Advisor to expose clients to their other options outside of traditional banking.
  • Developing, nurturing, and growing one-on-one relationships with customers, and their households, providing them with concierge banking.
  • Open and service business accounts, refer to Relationship Managers and Loan Specialist as needed.
  • Managerial duties when the branch manager is unavailable or out of office.
  • Supervise and approve the work and applications submitted by other bankers, approvals, and exceptions at the teller line.
  • Branch opening and closing.

FINANCIAL SOLUTIONS REPRESENTATIVE / RELATIONSHIP BANKER / BUSINESS SPECIALIST / MANAGER ON DUTY

Chase Bank
Porter Ranch
01.2013 - 01.2015
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Built productive relationships with stakeholders to continually develop new business.
  • Established and maintained quality strategic client relationships to deliver responsive client service and enhance new business opportunities.
  • Processed Required Minimum Distribution (RMDs) for clients.
  • Worked with Financial Advisor and Private Client Bankers to help build a book of Business.
  • Reached out within community to bring in business and revenue from other institutions.

Education

Bachelor of Arts - Communication Studies

CALIFORNIA STATE UNIVERSITY
Northridge, CA
01.2014

Associate of Arts - Communication

SAN FRANCISCO STATE UNIVERSITY
01.2009

Some College (No Degree) - Leadership Certificate

Inspirus Credit Union
Seattle

Skills

  • Microsoft Office Programs (Outlook, Excel, Word)
  • Adaptable
  • Result driven
  • Highly involved in customer experience
  • BECU Systems Proficient
  • Problem-solving abilities
  • Networking skills
  • Sales strategy
  • Community outreach
  • Time management
  • Employee training
  • Customer service
  • Financial literacy
  • Goal-oriented mindset
  • Team Training
  • Managerial experience

References

  • Jordan Esteban, 2066834568
  • Tiffany Fadul, 2063041274
  • Shannon McGinnis, 2065738684

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Accomplishments

  • Member Hero 2023
  • Branch Balanced Performer (Leadership Team)
  • Member Service Awards (First Tech, Chase, Inspirus)

Certification

  • Series 6 (California)
  • Series 63 (California)

Timeline

Member Consultant Lead

BECU
08.2023 - Current

MEMBER CONSULTANT II-III

BECU
01.2019 - 08.2023

MEMBER SUPPORT REPRESENTATIVE II

INSPIRUS CREDIT UNION
01.2016 - 01.2019

FINANCIAL SOLUTIONS REPRESENTATIVE

FIRST TECH FEDERAL CREDIT UNION
01.2015 - 01.2016

FINANCIAL SOLUTIONS REPRESENTATIVE / RELATIONSHIP BANKER / BUSINESS SPECIALIST / MANAGER ON DUTY

Chase Bank
01.2013 - 01.2015

Bachelor of Arts - Communication Studies

CALIFORNIA STATE UNIVERSITY

Associate of Arts - Communication

SAN FRANCISCO STATE UNIVERSITY

Some College (No Degree) - Leadership Certificate

Inspirus Credit Union