Ivette Meza Quintero
Scottsdale,AZ
Summary
Banking professional with 10+ years of experience in retail banking, financial education, business development and member relationship management. Dedicated to helping individuals improve their financial well-being through personalized guidance and education. Proven ability to build trusted relationships while connecting members with solutions that support their financial goals.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Membership Development Representative
Arrowhead Credit Union
07.2022 - Current
- Cultivated strategic relationships with employers, HR, Benefits, Payroll, Safety, and Operations leaders, driving expansion of financial wellness initiatives and membership growth.
- Developed new business opportunities through consultative outreach, networking, LinkedIn, and community engagement, strengthening long-term employer partnerships.
- Deliver financial wellness presentations, new hire orientations, benefits fairs, and employee appreciation events that educate employees on banking solutions and financial resources.
- Represented Arrowhead Credit Union across Arizona, increasing brand awareness and connecting employees with products and services to meet their financial goals.
Financial Advocate / Money Coach
Arrowhead Credit Union
11.2020 - 07.2022
- Educated members on repayment options and available financial resources, enhancing their long-term financial stability.
- Coached members experiencing financial hardship, identifying tailored solutions to address their unique situations.
- Collaborated with members to resolve complex account concerns, ensuring exceptional service throughout the process.
- Balanced collection objectives with a member-first approach that preserved relationships and reinforced trust.
Branch Service Representative III
Arrowhead Credit Union
11.2017 - 11.2020
- Identified financial needs through consultative conversations and recommended products and services aligned with member goals.
- Identified financial needs through consultative conversations, recommending tailored products and services to enhance member satisfaction.
- Built lasting member relationships by delivering personalized solutions and ensuring consistent follow-through to foster loyalty.
- Ensured compliance with policies and procedures while effectively supporting daily branch operations, contributing to a seamless member experience.
Lead Teller / Customer Service & Sales Representative
Wells Fargo
12.2014 - 11.2017
- Handled a variety of tasks, including resolving customer concerns while following procedures to minimize errors and reduce fraud.
- Processed account transactions accurately and efficiently while delivering exceptional customer service.
- Educated customers on banking products and services and referred them to bankers when appropriate to meet their financial needs.
- Performed financial reviews to better understand customer goals and recommend solutions that supported their financial success.
Education
Associate Degree - Business Administration
Chaffey College
Rancho Cucamonga, CASkills
- Member engagement
- Community Outreach and Presentations
- Financial literacy
- Bilingual (English & Spanish)
- Teamwork and collaboration
- Relationship building
Certification
- BALANCE Financial Fitness Coach Certification
- Bilingual: English & Spanish
Timeline
Membership Development Representative
Arrowhead Credit Union
07.2022 - Current
Financial Advocate / Money Coach
Arrowhead Credit Union
11.2020 - 07.2022
Branch Service Representative III
Arrowhead Credit Union
11.2017 - 11.2020
Lead Teller / Customer Service & Sales Representative
Wells Fargo
12.2014 - 11.2017
Associate Degree - Business Administration
Chaffey College