Hollie Horvath
San Antonio
Summary
Results-driven professional with expertise in branch operations and workflow optimization. Proven track record of enhancing efficiency and implementing process improvements to support organizational goals.
Results-driven financial professional with expertise in workflow optimization, sales management, and customer service. Proven ability to analyze financial reports and mentor teams to enhance operational efficiency.
Overview
9
9
years of professional experience
Work History
Assistant Financial Center Manager
Soarion Credit Union
San Antonio, TX
11.2024 - 05.2026
- Assisted in daily operations, ensuring compliance with financial regulations and organizational policies.
- Supported branch management by training and mentoring team members on customer service best practices.
- Implemented process improvements to enhance operational efficiency and reduce transaction errors.
- Analyzed financial reports to identify trends, providing actionable insights for strategic decision-making.
Retail Trainer Specialist
Soarion Credit Union
San Antonio, TX
05.2024 - 11.2024
- Developed and delivered training programs for new retail staff to enhance customer service skills.
- Collaborated with management to identify training needs and improve employee performance metrics.
- Facilitated workshops on product knowledge, ensuring staff were well-versed in offerings and benefits.
- Mentored junior trainers, providing guidance on effective teaching methods and curriculum development.
Financial Center Development Manager
Soarion Credit Union
San Antonio, TX
12.2022 - 05.2024
- Led development initiatives to enhance member engagement and satisfaction.
- Managed cross-functional teams to streamline project workflows and improve service delivery.
- Developed strategic plans to align product offerings with market trends and member needs.
- Conducted performance analysis to identify areas for operational improvement and efficiency gains.
- Updated procedures
Assistant Financial Center Manager
Soarion Credit Union
San Antonio, TX
07.2018 - 12.2022
- Facilitated member onboarding, enhancing satisfaction through personalized service and product recommendations.
- Coordinated promotional events to increase member engagement and awareness of financial products.
- Streamlined workflow processes, reducing wait times for members during peak hours.
- Collaborated with management to develop training programs focused on compliance and risk mitigation strategies.
Deposit Administration Technician
Soarion Credit Union
San Antonio, TX
03.2017 - 07.2018
- Conducted troubleshooting and maintenance on credit union systems to ensure operational efficiency.
- Collaborated with team members to implement process improvements, enhancing service delivery.
- Assisted in the training of new technicians on systems and best practices for customer support.
- Monitored system performance and reported anomalies to management for timely resolution.
- Opened new accounts and online banking
- Escheatment process
- International wires
- Stop pays
- Mobile deposits
- Debit cards orders
Education
Bachelor of Science - Business Administration And Management
University of The Incarnate Word
San Antonio, TX05-2017
Skills
- Branch operations
- Workflow optimization
- Sales management
- Excellent communication, interpersonal and customer service skills
- Inbound and outbound call handling
- Team building and training
- Procedure writing
- Proficient in Microsoft Office, Symitar, Merdian Link, MANTL, Docusign, Evolve, Canva, Native, Trello, Cuddl, and Velera
- Notary
Timeline
Assistant Financial Center Manager
Soarion Credit Union
11.2024 - 05.2026
Retail Trainer Specialist
Soarion Credit Union
05.2024 - 11.2024
Financial Center Development Manager
Soarion Credit Union
12.2022 - 05.2024
Assistant Financial Center Manager
Soarion Credit Union
07.2018 - 12.2022
Deposit Administration Technician
Soarion Credit Union
03.2017 - 07.2018
Bachelor of Science - Business Administration And Management
University of The Incarnate Word