Emilce Castaneda

Manage member accounts and provide financial solutions while assisting members with consumer lending needs and applications. Build strong member relationships by understanding their financial goals and recommending appropriate products and services. Consistently achieve monthly loan goals through effective communication, and needs-based conversations. Certified Business and IRA Specialist while providing bilingual support and ensuring accuracy, compliance, and exceptional member service.

Supported branch operations by assisting members with account services, resolving issues, and recommending credit union products and services. Conducted member audits, reviewed documentation for accuracy, managed card disputes, and assisted with new member follow-ups. Achieved individual sales goals while providing excellent member service and maintaining compliance with credit union procedures.

Provided accurate transaction support while assisting members with their account needs and daily banking services. Built strong relationships with members by educating them on credit union products, including loans, CDs, shares, and credit cards. Referred members to loan officers and supported branch goals by connecting them with products and services that best fit their needs.

Sold wireless plans and services while helping customers find solutions to fit their needs. Consistently worked toward and exceeded monthly sales goals through strong product knowledge and effective communication. Maintained up-to date knowledge of promotions and services to better assist customers. Trained new employees on products,processes,and customer service standards. Recognized as a top performer multiple quarters for sales performance and results.

Provided customer service while handling cash transactions, credit card processing, and daily store operations. Assisted with training new employees and maintained an organized work environment.