Adaptable professional with 10.5+ years of experience and a proven knowledge of asset based lending, branch operations, and consumer credit. Aiming to leverage my skills to successfully fill the Learning and Development role.
Overview
16
16
years of professional experience
Work History
Member Service Representative/Consumer Lender II
ROBINS FINANCIAL CREDIT UNION
03.2020 - Current
Knowledgeable with DL4 since 2021, and processing loan applications
Followed proper security policies and procedures in authenticating members through all communication channels.
Played leadership role in providing excellent customer service to members and staff.
Established membership and opened basic consumer deposit accounts.
Worked on consistent basis on scheduled days and at scheduled times.
Placed outbound calls for follow-ups and reached out to prospective clients.
Performed research on accounts, identifies and corrected Member account problems.
Provided members with information on additional products and services to meet financial needs.
Sold Credit Union products and services beneficial to members.
Process loans in person, or over the phone to provide Member will financial relief, through Personal and Auto loans, as well as Credit Cards.
Branch Banker III
BB&T
04.2016 - 07.2018
Open personal and business accounts, to establish professional relationship for clients.
Make outbound calls for potential loan opportunities
Help clients with account issues, or maintenance, and provide services to help them financially.
Lead Teller/Service Manager
Wells Fargo
02.2009 - 03.2016
Promoted bank products and services to further enhance customer relationships.
Managed and balanced cash drawer at high-volume window daily.
Accepted checking and savings deposits and made withdrawals.
Ensured adequacy of branch cash and orders accordingly.
Met and exceeded sales and referral goals annually.
Referred products and services to members to meet member financial needs.
Assisted teller's in balancing cash drawers and located cash discrepancies.
Participated in opening and closing branch, following procedures set by corporate security.
Member Service Representative- Chantilly Branch at Robins Financial Credit UnionMember Service Representative- Chantilly Branch at Robins Financial Credit Union