Daniela Arias

• Assist members with opening, renewing, and managing share certificates, ensuring all terms and conditions are understood.
• Serve as the primary ambassador for the credit union’s protection products, including life and disability insurance.
• Mentor and train new and existing team members, fostering a supportive and productive team environment.
• Demonstrate leadership skills by stepping into leadership roles when needed and helping to improve team performance and cohesion.
• Actively contribute to ongoing team development by suggesting improvements and sharing knowledge on new products, systems, and processes.
• Respond promptly to member inquiries, resolve issues, and follow up to ensure satisfaction.
• Perform audits of new memberships to ensure accuracy in member records, account setups, and documentation.
• Review and correct General Ledger (GL) entries, ensuring proper accounting practices are followed and discrepancies are promptly resolved.

• Managed Vault Balance inquiries
• Processed applications for personal loans, credit cards, and auto loans
• Assisted with opening new memberships for school employees and their immediate family members
• Served as a trusted advisor to clients
• Place orders for new supplies when inventory is low, coordinating with vendors to secure timely deliveries.
• Manage any returns or exchanges of supplies that do not meet branch requirements or quality standards.

• Processed customer transactions accurately and efficiently, including deposits, withdrawals, and transfers.
• Assisted customers with account inquiries, providing detailed information on products and services.
• Assisted with branch opening and closing procedures, including securing sensitive information and verifying balances.
• Developed in-depth knowledge of CU products and services.

• Assisted customers in selecting and purchasing TV, internet, and cellphone services tailored to their needs.
• Handled customer inquiries and resolved issues related to billing, service interruptions, and account management.
• Actively pursued sales targets and worked with the team to meet or exceed monthly quotas.

Assistant Manager (during the pandemic):

• Took on day-to-day management responsibilities, overseeing store operations and ensuring smooth business continuity in the absence of the store manager.
• Developed and implemented strategies to maintain sales targets while adapting to the challenges posed by the pandemic (such as remote service options or safety measures in-store).
• Handled customer escalations and issues that required higher-level intervention, ensuring customer satisfaction.
• Managed inventory, including ordering and organizing products, ensuring stock levels met customer demand.
• Trained new and existing team members on product knowledge, sales techniques, and customer service protocols.