Derek Helm

• Daily Tasks include but are not limited to opening deposit accounts (all types), personal loans (all types), managing existing deposit accounts, and managing the frontline.
• Do not have assigned branch, work with all customers at all branches while providing interim management.
• Collaborative team member, reporting directly to the Retail Manager and supporting branch operations during staffing shortages.
• Proficient relationship builder, dedicated to fostering rapport with personal and business customers, offering tailored assistance.
• Engaged participant in Forward’s Financial Education Committee, contributing to youth financial literacy initiatives.
• Recognized for exceptional performance, handpicked for the position by the Retail Manager without requiring a formal application process.

While in college I served as a Member Service Associate (MSA) at Minnesota Valley Federal Credit Union for eight months, gaining valuable experience in customer service.

• Responsible for efficiently managing phone inquiries, facilitating daily teller transactions, and consistently delivering exceptional customer satisfaction.
• Proven ability to establish strong rapport with customers and colleagues, fostering meaningful connections and contributing to a positive work environment.
• Developed a passion for providing outstanding service.

Started in August 2019, during my final year of high school and in between semesters at Mankato, I worked as a Casual Customer Service Representative (CSR). During my time there, I excelled in frontline operations and earned the trust of both colleagues and customers. My responsibilities included various tasks such as handling daily transactions, managing cash buys and sells, and processing money orders and cashiers' checks. Additionally, I became proficient in maintaining Dyna cash machines and handling vault transactions, ensuring accurate balancing at all times.