Geoff Adam

• Performed 25 site drives per month on behalf of the HOA.
• Support other site managers in their day-to-day operations.
• Engaged in training sessions to understand tools and systems utilized in site management.
• Work in tandem with upper management to execute tasks in daily operations.
• Monitored, coached, and supervised team of 3 employees in 2025.

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• Provided exceptional customer service, addressing member inquiries and resolving issues promptly.
• Processed up to 150 member transactions accurately using CRM systems to enhance operational efficiency.
• Educated members on products and services, promoting offerings to improve satisfaction and retention.
• Collaborated with team members to streamline workflows and improve service delivery processes.

• Processed between 150-200 customer transactions per day efficiently, ensuring accuracy and compliance with credit union policies.
• Assisted members with account inquiries, providing exceptional service and resolving issues promptly.
• Trained new tellers on operational procedures and customer service standards to enhance team performance.
• Maintained cash drawer integrity through diligent monitoring and reconciliation practices daily.