Top performing Senior Banker, with six years of experience in customer relations and lending. Expertise in sales, managing personal and small business accounts, and developing productive customer relationships. Experienced in cash handling, balancing drawers, loan processing and inventory management.
Overview
6
6
years of professional experience
Work History
Senior Personal Banker
Kinecta Federal Credit Union
01.2021 - Current
Prospect new relationships through proactive calling efforts, while retaining and deepening existing relationships
Utilize lending and credit expertise to deliver credit solutions best suited to meet the members objectives
Open deposit and loan accounts, verify and process changes to existing accounts, answer customer questions and resolve related account problems
Adhere to and comply with all federal and state laws, regulations and guidance, including those related to anti-money laundering
Member Experience Advocate
Pasadena Service Federal Credit Union
01.2019 - 01.2021
Delivered exceptional customer service to every member by leveraging extensive knowledge of products and services and creating welcoming, positive experiences
Performed member transactions for money orders, cashier's checks, wire transfers, ACH, deposits and withdrawals
Collaborated with sales, marketing and management teams to develop solutions and accomplish shared objectives
Leading to surpass sales goals and meet member satisfaction
Researched and rapidly resolved member conflicts to maintain key accounts