Maintaining a positive and helpful attitude, ensuring member satisfaction, and resolving issues efficiently.
Adhering to all relevant regulations and procedures, including those related to financial products and services
This includes processing deposits, withdrawals, transfers, and other banking transactions
Collaborate with other team members to provide excellent customer service and achieve branch goals
Financial Services Representative
Andrews Federal Credit Union
02.2023 - Current
Asking questions to gain an understanding of the client's current financial situation and short- and long-term financial goals
Suggesting checking and savings accounts, loans, certificates of deposit, credit cards and other products and services that fit clients' needs
Explaining the features and benefits of recommended products
Gathering client information and completing paperwork to open new accounts
Handling inquiries about account balances, payments due and other concerns
Bank Teller
First Citizens Bank
10.2018 - 07.2021
Conduct dozens of bank's routine transactions within time limits and established guidelines (cash checks, accept deposits and loan payments, process withdrawals etc)
Assess customer needs and introduce new products and services (credit cards, saving bonds etc)
Make sales referrals, suggest alternate channels and cross-sell products and services
Go the 'extra mile' to build trust relationships, customer loyalty and satisfaction
Comply with regulatory requirements
Manage risk in every transaction and detect fraudulent transactions to prevent losses
Resolve customers' issues and provide relevant information
Military Service
United States Navy
05.2006 - 05.2010
Preparing menus for meal service and catering service
Operating kitchen and dining facilities on shore and at sea
Providing meals for fellow Sailors, Commanding Officers, Admirals, senior government executives and foreign dignitaries
Operating the White House Mess for the President of the United States
Managing inventories, food orders and financial records
Overseeing shipboard living quarters and on-base hotel lodging
Serving as a flight attendant aircrewman
Ensuring food safety programs and regulations
Education
High school diploma -
Charles Herbert Flowers High School
Springdale, MD
05.2005
Skills
Financial Services
Military Service
United States Navy, United States, E3, 05/01/06, 05/01/10, Preparing menus for meal service and catering service, Operating kitchen and dining facilities on shore and at sea, Providing meals for fellow Sailors, Commanding Officers, Admirals, senior government executives and foreign dignitaries, Operating the White House Mess for the President of the United States, Managing inventories, food orders and financial records, Overseeing shipboard living quarters and on-base hotel lodging, Serving as a flight attendant aircrewman, Ensuring food safety programs and regulations
Program Analyst at Office of the Secretary of the Army, DEPUTY ASA(ALT) DASMProgram Analyst at Office of the Secretary of the Army, DEPUTY ASA(ALT) DASM