Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst
Emily Morris

Emily Morris

Sylacauga,AL

Summary

Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Knowledgeable and dedicated customer service professional with extensive experience in the credit union industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

17
17
years of professional experience

Work History

Loan Officer

Coosa Pines Federal Credit Union
Childersburg, AL
02.2019 - 05.2024
  • Originated, reviewed, processed, closed and administered customer loan proposals
  • Successfully closed average of 50 loans per month
  • Maintained friendly and professional customer interactions
  • Maintained strict confidentiality of bank records and client information
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Maintained long-term relationships with customers to provide best-in-class customer service
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes
  • Provided quick turnaround times to maintain fast-past schedule
  • Examined customer loan applications for loan approvals and denials.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked effectively in fast-paced environments.

Member Service Representative

Coosa Pines Federal Credit Union
Childersburg, AL
01.2016 - 06.2018
  • Recommended specific products and services in alignment with individual needs, requirements, and specifications
  • Completed training and worked effectively under high-pressure client services environments
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions
  • Trained four employees on service quality, knowledge and performance
  • Verified completeness of provided details when processing new IRA applications, IRA withdrawal forms, and IRA deposit forms
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft
  • Promoted products or services to each customer to consistently achieve monthly goals
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Submitted loan applications to management for verification and recommendations

Teller Coordinator

Coosa Pines Federal Credit Union
Childersburg, AL
06.2018 - 02.2019
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Coordinated daily cash reconciliation in high-volume location.
  • Processed quarterly Vault and ATM audits with zero error rate.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Pleasantly greeted all patrons and asked effective questions to better assess client needs.
  • Trained 5 newly hired tellers, providing extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives.
  • Addressed employee issues and conflicts, applying listening and communication skills to promote quick resolution.
  • Counted cash drawers and made bank deposits.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.

Teller

Coosa Pines Federal Credit Union
Childersburg, AL
02.2012 - 01.2016
  • Executed average of 75 customer transactions per day, including deposits, withdrawals, money orders and checks.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Performed all transactions in cordial, efficient and professional manner
  • Maintained teller drawer to perform bank transactions.
  • Organized, stocked and maintained teller window area.

Line cook/Cashier

Natch’s BBQ
Childersburg, AL
12.2009 - 02.2012
  • Worked effectively in fast-paced environments.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Worked well in a team setting, providing support and guidance.
  • Enhanced customer satisfaction by maintaining a clean and organized dining area.
  • Streamlined food preparation processes for increased efficiency and reduced waste.
  • Maintained safety standards by properly handling food and adhering to sanitation guidelines.
  • Delivered exceptional service by promptly addressing customer concerns and special requests.
  • Operated cash register accurately, managing transactions efficiently while providing excellent customer service.
  • Demonstrated versatility by quickly adapting to various roles within the food service environment as needed.
  • Utilized strong multitasking skills to manage multiple orders simultaneously without compromising quality or accuracy.
  • Prepared and served various food and drink items to customer specifications in fast-paced environments.
  • Restocked supplies and prepared additional ingredients during downtime for expected busy periods.

Waitress

City Limits
Childersburg, AL
06.2007 - 12.2009
  • Enhanced customer satisfaction by providing attentive service and promptly addressing any concerns.
  • Maintained clean and welcoming dining environment, ensuring a positive guest experience.
  • Contributed to increased sales by promoting daily specials and making personalized menu recommendations.
  • Streamlined order accuracy by effectively communicating with kitchen staff, resulting in fewer returned dishes.
  • Built rapport with regular customers through friendly interactions and attentiveness to their preferences.
  • Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
  • Assisted management in training new waitstaff, sharing expertise on best practices for exceptional service delivery.
  • Increased repeat business by cultivating relationships with customers and providing memorable dining experiences.
  • Ensured compliance with health regulations by maintaining cleanliness of work areas, utensils, and equipment.
  • Boosted restaurant revenue by upselling appetizers, desserts, and beverages along with entrees.
  • Remained calm and poised when dealing with difficult customers or during busy shifts.
  • Used cash registers and credit card machines to cash out customers.
  • Bussed and reset tables to keep dining room and work areas clean.
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
  • Folded napkins and prepared silverware sets to provide adequate supply for host station.
  • Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.

Education

Associate of Applied Science - Mathematics

Central Alabama Community College
Alexander City, AL
2011

High School Diploma -

Sylacauga High School
Sylacauga, AL
2009

Skills

  • Strong banking ethics
  • Financial services
  • Positive attitude
  • Flexible
  • Team player
  • Goal-oriented
  • Relationship building and management
  • People-oriented
  • Excels in team leadership
  • Reliable
  • Complex transactions
  • NMLS Registration
  • Creditworthiness Determination
  • Active Listening
  • Customer Relations
  • Customer Relationship Management
  • Typing Proficiency
  • Calm and Professional Under Pressure

Timeline

Loan Officer

Coosa Pines Federal Credit Union
02.2019 - 05.2024

Teller Coordinator

Coosa Pines Federal Credit Union
06.2018 - 02.2019

Member Service Representative

Coosa Pines Federal Credit Union
01.2016 - 06.2018

Teller

Coosa Pines Federal Credit Union
02.2012 - 01.2016

Line cook/Cashier

Natch’s BBQ
12.2009 - 02.2012

Waitress

City Limits
06.2007 - 12.2009

Associate of Applied Science - Mathematics

Central Alabama Community College

High School Diploma -

Sylacauga High School

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Emily Morris