Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Interests
Timeline
Generic
DINA RASKOVALOVA

DINA RASKOVALOVA

Pataskala,OH

Summary

Dynamic Financial Coach with a proven track record at Wright Patt Credit Union, excelling in client relationship building and cash flow management. Spearheaded initiatives to enhance financial literacy, achieving long-term client partnerships and improved team performance through effective mentoring. Demonstrates exceptional problem-solving and teamwork skills, driving operational efficiency and customer satisfaction.

Motivated professional with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Qualified professional with solid history in financial coaching. Delivered tailored financial strategies to clients, leading to improved financial health and stability. Demonstrated strong analytical skills and effective communication in guiding clients through complex financial decisions.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Coach/FC Trainer Mentor

Wright Patt Credit Union
07.2020 - Current
  • Assisted clients in understanding complex financial concepts using clear explanations and real-life examples.
  • Coordinated referrals to appropriate staff and assisted members with navigating tools or accessing desired products.
  • Adapted coaching styles according to each client''s unique needs, preferences, and learning styles for optimal results.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Cross-trained existing employees to maximize team agility and performance.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
  • Increased employee retention, training staff in effective customer service techniques and product knowledge.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Proven ability to learn quickly and adapt to new situations.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Organized and detail-oriented with a strong work ethic.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Senior Teller/Lead Vault Teller

Park National Bank
09.2017 - 06.2020
  • Streamlined daily operations for improved efficiency by implementing new teller procedures and training junior staff members.
  • Meticulously monitored cash drawer activity, ensuring accuracy in transaction processing and adherence to strict security protocols.
  • Conducted thorough audits of teller cash drawers, vaults, and ATMs, contributing to branch compliance with internal controls and regulatory standards.
  • Delivered exceptional service while managing high-volume cash transactions during peak business hours without compromising accuracy or efficiency levels.
  • Educated customers on online banking and mobile banking applications.
  • Executed wire transfers, stop payments and account transfers.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.

Education

Vitebsk Technical College - Belarus
Belarus

Skills

  • Client relationship building
  • Cash flow management
  • Debt management
  • Problem-solving
  • Time management
  • Multitasking and organization
  • Critical thinking
  • Decision-making
  • Cash handling
  • Reliability
  • Honest and dependable
  • Teamwork and collaboration

Accomplishments

  • Collaboratively supervised team of 5 staff members.
  • Achieved result by introducing teller transactions diagram to Reference Guide team

Certification

  • NMLS License
  • Notary public
  • Completed 281 Success Factor Classes

Languages

English
Professional Working
Russian
Native or Bilingual

Interests

  • Crafting and DIY Projects
  • Gym Workouts
  • Yoga
  • Gardening
  • Hiking

Timeline

Financial Coach/FC Trainer Mentor

Wright Patt Credit Union
07.2020 - Current

Senior Teller/Lead Vault Teller

Park National Bank
09.2017 - 06.2020

Vitebsk Technical College - Belarus
DINA RASKOVALOVA