Emily Beaver
Britton
Summary
Dynamic banking professional with extensive experience at Zeal Credit Union and County National Bank. I excel in client service and financial literacy. Efficient in processing loan applications and cross-selling products based on credit reports. Adept at gathering client information, and maintaining meticulous attention to detail. Ensuring compliance and accuracy in all transactions. Great with working in a team environment.
Overview
11
11
years of professional experience
Work History
Relationship Banker
County National Bank
Hillsdale
04.2022 - Current
- Assisted clients in understanding banking products and services.
- Handled client inquiries via phone and in-person interactions.
- Recorded client information accurately in banking systems.
- Maintained knowledge of current bank promotions and offers.
- Educated clients on digital banking tools and features.
- Assisted clients in opening new checking and savings accounts, as well as other banking services such as wire transfers, cashiers checks, ordering foreign currency.
- Identified client needs through conversations and offered appropriate banking products to meet their requirements.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Maintained cash drawer and balanced daily transactions.
Centralized Lending Processor
Zeal Credit Union
Livonia
07.2020 - 09.2021
- Processed member applications for loans efficiently.
- Verified borrower information including income, assets, liabilities and employment history.
- Reviewed financial documents for accuracy and compliance standards.
- Ensured timely follow-up on outstanding application requests from members.
- Communicated effectively with borrowers regarding changes or issues that arose during the processing period.
- Reviewed loan applications, verified accuracy of information and determined eligibility for approval.
Teller II
Zeal Credit Union
Westland
06.2015 - 07.2020
- Processed member transactions efficiently at Zeal Credit Union.
- Managed cash drawer, ensuring accurate balances throughout shifts.
- Assisted members with account inquiries and provided product information.
- Promoted credit union services to enhance member satisfaction and engagement.
- Handled loan applications and documented necessary information accurately.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Opened up all types of deposit accounts for members.
Education
Associate of Arts - Culinary Arts
Schoolcraft College
Livonia, MI05-2011
High School Diploma -
Canton High School
Canton, MI05-2007
Skills
- Client service
- Teamwork
- Financial literacy
- Digital banking
- Relationship management
- Cash handling
- Attention to detail
- Effective communication
- Cross-selling products
Accomplishments
- Completed Leadership Lenawee Program in 2023
- Completed ABA Lending Course in 2023
Timeline
Relationship Banker
County National Bank
04.2022 - Current
Centralized Lending Processor
Zeal Credit Union
07.2020 - 09.2021
Teller II
Zeal Credit Union
06.2015 - 07.2020
Associate of Arts - Culinary Arts
Schoolcraft College
High School Diploma -
Canton High School