Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Deirdre Blatch

Rockledge,FL

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Member Service Lender

Community Credit Union Of Florida
03.2022 - Current


  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Maintained up-to-date knowledge of product and service changes.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Educated customers about billing, payment processing and support policies and procedures. Experienced in underwriting and loan origination.
  • Originated, reviewed and processed member loan proposals.
  • Assessed members financial situations to develop strategic planning solutions.
  • Assembled important paperwork and disclosures for borrowers in a timely manner and monitored key dates to ensure information was received by all parties.

Teller Manager

Community Credit Union Of Florida
09.2020 - 03.2023
  • Trained new employees in cash handling procedures, and bank policies to promote compliance with established standards.
  • Evaluated employees' performance and offered recommendations for improvement to enhance operations.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Developed strategic plans for day-to-day financial operations.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.

Teller

Community Credit Union Of Florida
09.2005 - 09.2020
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Educated customers on use of banking website and mobile apps.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.
  • Executed wire transfers, stop payments and account transfers.
  • Cross-sold credit cards, loans and other bank products.

Education

Bachelor Of Science And/with Education Degree - Graphic Communications

Florida Agricultural And Mechanical University
Tallahassee, FL
04.2005

Skills

  • Company Standards
  • Performance Motivation
  • Financial Management
  • Protocol Compliance
  • Member Services
  • Bank Secrecy Act
  • High-Volume Environments
  • Professional Correspondence
  • USA Patriot Act
  • Loan Approval
  • Prioritization Skills
  • Calm and Professional Under Pressure
  • Microsoft Office

Certification

  • Financial Counseling Training - 2023

Timeline

Member Service Lender

Community Credit Union Of Florida
03.2022 - Current

Teller Manager

Community Credit Union Of Florida
09.2020 - 03.2023

Teller

Community Credit Union Of Florida
09.2005 - 09.2020

Bachelor Of Science And/with Education Degree - Graphic Communications

Florida Agricultural And Mechanical University
Deirdre Blatch