Personable Financial Leader experienced in developing effective teams and managing branch operations with a strong focus on client services. Identified areas for improvement and implemented actionable solutions that drove revenue and reduced expenditures. Leveraged diverse departmental experience in Operations, Member Services, and Lending to enhance overall performance.
Overview
2
2
years of post-secondary education
10
10
years of professional experience
Work History
Assistant Branch Manager
Austin Telco Federal Credit Union
Austin
07.2018 - Current
Supervised branch operations for credit union member service and daily workflow
Monitored daily operations, supporting the Branch Manager with critical tasks.
Supported branch manager with coaching, audits, and operational process reviews
Trained new employees on company policies and procedures to ensure compliance and service quality.
Trained tellers on cash handling, platform procedures, and service standards
Supervised teller duties including balancing cash drawers and verifying the accuracy of transactions.
Reviewed cash drawers, vault balances, and branch settlement records
Monitored branch compliance with federal credit union policies and security rules
Resolved member issues with checking, savings, and loan account questions
Assisted members with loan applications, account changes, and service requests
Resolved member issues to strengthen relationships and enhance member satisfaction.
Supported staff in operational tasks during the manager absence.
Call Center Representative
University Federal Credit Union
Austin, TX
12.2016 - 06.2018
Assisted credit union members with account inquiries and service requests, ensuring timely resolution and satisfaction.
Resolved member complaints in a timely manner to ensure member satisfaction.
Processed loan payments, transfers, and deposit updates for University Federal Credit Union members, facilitating smooth account management.
Resolved debit card issues and guided members through card disputes, enhancing member trust and account security.
Verified identities of members prior to sharing account details.
Navigated through computer systems to review information and respond appropriately to callers.
Updated member accounts, addresses and contact information within call management databases.
Utilized knowledge base to answer inquiries from members quickly and effectively.
Senior Teller
Austin Telco Federal Credit Union
Austin, TX
06.2016 - 12.2016
Handled cash transactions, balanced cash drawers, performed loan payments, and issued cashier checks.
Conducted teller drawer balance to confirm cash accuracy and verified daily cash totals.
Initiated positive member interactions to enhance overall service experience. Offered pleasant service during the entire transaction.
Supported members with account inquiries, delivering clear and professional assistance.
Resolved member account questions with clear, professional service.
Educate members about deposit products to improve financial literacy.
Applied federal compliance rules and branch policies during member transactions.
Supported teller staff with workflow questions and daily operational guidance.
Adhere to strict guidelines regarding financial and member data to avoid breaches and information misuse.
Reduced errors by double checking transactions.
Performed currency transaction reports for foreign currency.
Verified amounts and integrity of every check or funds transfer.