Elizabeth Treen
Temperance,MI
Summary
Proven leader in banking and retail management, adept at fraud detection and fostering team collaboration. At Monroe Community Credit Union, I enhanced client retention through exceptional service, streamlined transaction processes for efficiency, and led teams to exceed sales goals. Skilled in financial literacy and staff development, I drive operational excellence and customer satisfaction.
Overview
14
14
years of professional experience
Work History
Back up Head Teller
Monroe Community Credit Union
Temperance, MI
01.2022 - Current
- Resolved customer complaints and inquiries, providing exceptional service and retaining client loyalty.
- Maintained accurate customer records including account information, transaction details, and other financial data.
- Processed transactions accurately and efficiently, including deposits, withdrawals, and loan payments.
- Identified process improvements to increase efficiency and accuracy of transactions.
- Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
- Cross-trained in various areas of banking operations such as ATM maintenance, vault custodian duties.
- Transmitted orders to supply cash to meet daily needs.
- Performed daily reconciliation of transactions for all teller lines using specialized software programs.
- Completed monthly audits and managed overdraft reports.
- Answered customer inquiries concerning accounts, products and services offered by the bank.
- Identified transaction errors when debits and credits did not balance.
Office Manager
ABC Warehouse
Sylvania, OH
07.2015 - 01.2021
- Exceeded customer satisfaction by finding creative solutions to problems.
- Managed inventory and supplies to ensure materials were available when needed.
- Identified needs of customers promptly and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Worked effectively in team environments to make the workplace more productive.
- Managed, scheduled and coordinated office functions and activities for employees.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Supervised staff members, organized schedules and delegated tasks.
- Processed payroll accurately ensuring all employees were paid on time.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Provided training to new hires on office policies and procedures.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
Store Manager
Checksmart Financial
Toledo, OH
07.2011 - 07.2015
- Worked with cross-functional teams to achieve goals.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Established store tactics and strategies to achieve operational performance and sales goals.
- Conducted daily store operations, including opening and closing procedures and cash handling.
- Implemented successful business strategies to increase revenue and target new markets.
- Ensured compliance with safety regulations and company policies.
- Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
- Prepared staff work schedules and assigned team members to specific duties.
- Monitored employee performance and identified performance gaps for corrective action.
- Established customer service standards and monitored staff compliance.
- Maintained accurate records of employee performance reviews.
- Recruited, trained and supervised new employees.
- Resolved customer complaints in a timely manner.
- Evaluated store performance and incorporated feedback to implement improvement plans.
- Strengthened work flow productivity by hiring, managing and developing top talent.
Education
Associate of Applied Science - Criminal Justice
Owens Community College
Perrysburg, OHSkills
- Fraud detection
- Sales and Cross-selling
- Regulatory compliance awareness
- Financial literacy
- Initiative and proactivity
- Professionalism and ethics
- Staff training and development
- Team leadership
- Transaction processing accuracy
- Branch operations
- Cash handling expertise
- Product upselling
- Customer relationship management
- Coaching and mentoring
- Team collaboration and leadership
- Cross-selling products
Timeline
Back up Head Teller
Monroe Community Credit Union
01.2022 - Current
Office Manager
ABC Warehouse
07.2015 - 01.2021
Store Manager
Checksmart Financial
07.2011 - 07.2015
Associate of Applied Science - Criminal Justice
Owens Community College
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