Evelin Soto

-Supervise, train, and mentor branch staff, including tellers and member service representatives.

-Ensure compliance with credit union policies, procedures, and regulatory requirements.

-Promote and cross-sell credit union products and services to meet members' financial needs.

-Prepare and submit weekly and monthly reports on branch operations.

-Assist in budgeting, forecasting, and analyzing financial data to support branch goals.

-Attend management meetings and participate in strategic planning sessions.

-Open accounts through Meridian Link and serve as the primary contact for addressing any platform issues and enhancing its functionality.

• Increased member retention through personalized attention and prompt resolution of account inquiries.
• Managed account openings and closures.
• Ensured members were up-to-date on Credit Union services and policies.
• Demonstrated flexibility by adapting to changing priorities and managing multiple tasks simultaneously, maintaining a high level of performance under pressure.
• Ensured compliance with U.S. regulations.
• Maintained rigorous standards in accordance with bank secrecy and OFAC requirements.

• Received cash and checks for deposit, and examined cash to prohibit acceptance of counterfeit bills
• Maintained professionalism and high service standards in every transaction.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.