Cullen Silva
San Antonio,TX
Summary
Dedicated professional with a track record in customer service and compliance within the financial sector. Known for strong teamwork and analytical skills, driving improvements in service delivery and member education.
Overview
8
8
years of professional experience
Work History
IRA Specialist
Randolph-Brooks Federal Credit Union
San Antonio, TX
04.2023 - Current
- Administered IRA accounts, ensuring compliance with federal regulations and member requirements.
- Facilitated account openings and transactions, enhancing member satisfaction through efficient service delivery.
- Reviewed and processed contributions and distributions, maintaining accuracy in financial recordkeeping.
- Educated members on IRA options, fostering informed decision-making for retirement planning.
- Collaborated with cross-functional teams to streamline processes and reduce operational errors.
- Monitored legislative changes affecting IRAs, updating procedures accordingly to maintain compliance.
- Managed high volumes of accounts, ensuring timely processing of contributions, distributions, and rollovers.
- Consistently met or exceeded established goals related to new account acquisition and asset growth within existing accounts.
Teller
Randolph-Brooks Federal Credit Union
San Antonio, TX
04.2021 - 04.2023
- Processed customer transactions efficiently, ensuring accuracy in cash handling and account management.
- Assisted members with inquiries, providing exceptional service and resolving issues promptly.
- Balanced cash drawer daily, maintaining compliance with credit union policies and procedures.
- Educated members on products and services, promoting financial literacy and enhancing member engagement.
- Identified opportunities for process improvements, streamlining operations to enhance workflow efficiency.
- Led team initiatives to enhance customer satisfaction scores through targeted service enhancements.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Manager
Golds Gym ~
San Antonio, TX
07.2018 - 11.2020
- Led team to enhance member engagement through personalized fitness programs.
- Developed and implemented operational procedures to improve gym efficiency.
- Mentored staff on customer service excellence and fitness standards.
- Analyzed performance metrics to identify areas for operational improvement.
- Coordinated marketing initiatives to increase membership enrollment and retention.
- Oversaw daily gym operations, ensuring compliance with safety regulations and cleanliness standards.
- Fostered positive workplace culture through training sessions and team-building activities.
- Collaborated with management to set strategic goals for facility growth and community outreach.
- Managed and motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
Education
No Degree - General Studies
Pittsburg State University
Pittsburg, KSHigh School Diploma -
Shawnee Mission North
Overland Park, KS05-2010
Skills
- Strong analytical skills
- Continuous improvement mindset
- Risk assessment
- Ethical conduct awareness
- Performance metrics evaluation
- Industry trend monitoring
- Sales and marketing acumen
- Compliance and reporting
- IRA regulations knowledge
- Teamwork
- Customer service
- Teamwork and collaboration
- Honest and dependable
Timeline
IRA Specialist
Randolph-Brooks Federal Credit Union
04.2023 - Current
Teller
Randolph-Brooks Federal Credit Union
04.2021 - 04.2023
Manager
Golds Gym ~
07.2018 - 11.2020
No Degree - General Studies
Pittsburg State University
High School Diploma -
Shawnee Mission North