
Results-driven banking professional with experience in branch operations, member service, lending, employee development, and financial education. Proven ability to train and mentor staff, support operational excellence, maintain compliance standards, and deliver exceptional member experiences in fast-paced financial environments. Recognized forstrong leadership, relationship-building, attention to detail, and the ability to coach teams while supporting organizational goals.
Provide quality client service, handling personal and business account needs, opening new accounts, processing loans,transactions, and account maintenance.
Resolve client inquiries and concerns efficiently while delivering professional, solution-focused support
Train and onboard new and existing employees by reinforcing procedures, systems, and service standards.
Support branch operations by assisting with workflow management, transaction processing, and daily operational tasks.
Recognized for professionalism, strong communication skills, and ability to maintain accuracy under pressure.
Deliver customer service and achieved sales goals
Support merchandising, store operations, and opening/closing duties.
Assist with product recommendations and customer retention initiatives
Processed consumer loan applications and reviewed supporting documentation
Evaluated financial information and creditworthiness to support lending decisions.
Processed loan applications and account openings, ensuring compliance with credit union policies.
Notary
NMLS