Desiree Olson
Middletown,DE
Summary
Motivating leader and adept in solving organizational problems, possessing strong abilities in team building, customer service, and supervision. Experience moving into roles and swiftly implementing beneficial changes to drive company success. Focused on maximizing staff engagement and performance through training, monitoring, and morale-building approaches.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Branch Manager
Dover Federal Credit Union
12.2021 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Assistant Branch Manager
Dover Federal Credit Union
11.2019 - 12.2021
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Assisted in creating a welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Coached and developed branch staff by offering constructive feedback and specific training opportunities based on employee department.
Loan Officer
Louviers FCU
12.2017 - 11.2019
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Ensured compliance with all federal and state regulations throughout the loan origination process.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Developed and implemented marketing campaigns to attract new customers.
Member Service Representative
Louviers Federal Credit Union
10.2011 - 12.2017
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Served as a mentor for new hires sharing best practices contributing towards increased productivity among team members.
- Educated members on financial literacy topics, empowering them to make sound financial decisions for their future success.
- Ensured compliance with regulatory requirements during all member interactions safeguarding both the organization''s reputation.
- Partnered with other departments facilitating smooth resolution of complex cases resulting in improved member experience.
- Resolved customer issues through thorough dispute investigation.
Education
Associates Degree - Accounting
Wilmington University
New Castle, DE06.2026
High School Diploma -
Middletown High School
Middletown, DE05.2010
Skills
- Strong Organization
- Member Service Focused
- Staff Management
- Employee Development
- Adaptability and Flexibility
- Interpersonal Skills
- Team building
- Problem-solving abilities
- Strong team-builder
- Verbal/written communication
- Customer Relationships
- Excellent time management skills
Accomplishments
- Branch of the 4th quarter and year 2022
- Certified Financial Counselor
Additional Information
Middletown Business Alliance, True, True, True, Middletown Peach Festival, DNG Deployed Family Picnic, Trick or Treat on Main
Affiliations
- Middletown Chamber of Commerce
Certification
- Certified Financial Counselor, Cuna - 2024-2026
- Certified [Job Title], [Company Name] - [Timeframe]
Timeline
Branch Manager
Dover Federal Credit Union
12.2021 - Current
Assistant Branch Manager
Dover Federal Credit Union
11.2019 - 12.2021
Loan Officer
Louviers FCU
12.2017 - 11.2019
Member Service Representative
Louviers Federal Credit Union
10.2011 - 12.2017
High School Diploma -
Middletown High School
Associates Degree - Accounting
Wilmington University
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