ISABELLE REATH
Longmont,CO
Summary
I am seeking a training position where I can leverage my deep knowledge of financial services and passion for member support and helping wherever I can. I have a strong track record of delivering exceptional service, accurately handling transactions, and mentoring team members with patience and empathy. I excel at adapting quickly to new environments, systems, and teams, and am dedicated to fostering a consistent, high-quality member experience. I’m enthusiastic about supporting the credit union’s mission by helping staff grow in their roles and succeed together.
Overview
14
14
years of professional experience
Work History
Financial Representative II
Premier Members Credit Union
Longmont, Colorado
10.2020 - Current
- Delivered financial products and services in line with company policies and individual member needs.
- Met with potential and existing members to understand financial goals and recommend appropriate solutions.
- Resolved member concerns quickly and professionally, maintaining strong, trust-based relationships.
- Assisted members with opening new accounts, completing required documentation accurately and efficiently.
- Completed end-of-month operational checklists to ensure compliance and branch readiness.
- Processed applications for credit cards, auto loans, and personal loans, including verifying proper insurance coverage.
- Floated to various branch locations as needed, providing consistent support and service across teams.
Server
Dune Deck Café
Lantana Beach, Florida
11.2019 - 09.2020
- Delivered customer service by ensuring that guests received a positive dining experience.
- Followed company guidelines and maintained accuracy in order-taking, food delivery, and customer interaction.
Server
Peppers Fireside Grille
Firestone, Colorado
01.2016 - 01.2019
- Demonstrated ability to multitask in a fast-paced environment, guaranteeing exceptional service for each guest.
- Responsible for opening and preparing the restaurant for daily operations.
- Trained new employees, ensuring they adhered to company procedures and provided high-quality service.
Server
Famous Dave's BBQ
Thornton, Colorado
01.2012 - 01.2016
- Ensured guest satisfaction by following company protocols and maintaining service quality.
- Certified company trainer responsible for aligning new employees with company standards.
Education
High School Diploma -
Lyons High School
Lyons, CO01-2014
Skills
- Team collaboration
- Product knowledge
- Attention to detail
- Conflict resolution
- Service referrals
- Training and development
- Sales strategy
- Problem solving
References
- Vincent Cruz, (720)-366-2278
- Stacy Potter, (315)-396-9674
Timeline
Financial Representative II
Premier Members Credit Union
10.2020 - Current
Server
Dune Deck Café
11.2019 - 09.2020
Server
Peppers Fireside Grille
01.2016 - 01.2019
Server
Famous Dave's BBQ
01.2012 - 01.2016
High School Diploma -
Lyons High School
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