
Dedicated banking professional well-versed in developing long-lasting and productive relationships with small business customers. Skilled at reviewing accounts and business packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills.
• Process financial transactions for clients
• Work with clients to open and administer their accounts
• Assist with loan applications and other products and services
• Educate clients on our products and services
• Appropriately cross-sell and refer clients to other internal groups
• Participate in client calling activities
• Assist in training new associates
• Assist with all other aspects of operations as needed
• Processed a variety of financial transactions including, but not limited to, deposits, payments, transfers, and withdrawals
• Ensured proper endorsements and identification are obtained to follow credit union policies and procedures
• Utilized various software programs concurrently to complete transactions and communicate with multiple members simultaneously
• Provided a high level of professional and courteous service while observing due diligence for the validity of the transactions
• Performed end-of-day balancing
• Adhered to security, audit, and compliance requirements
• Supported credit union expansion by recognizing opportunities to promote products to improve the financial lives of Suncoast members
• Attended educational events to increase professional knowledge
• Completed annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program
• Completed FACT Act Red Flag training
• Help facilitate, analyze & resolve customer issues
• Provide product support, solutions & additional product information
• Strong desire and passion to help and serve others
• High level of confidence, enthusiasm and a positive attitude
• Excellent verbal and written communication skills
• Ability to build relationships with clients, customers and co-workers
Skills: HIPPA training, PII training, PHI training, Computer typing, Navigation, Attentive listening, Interpersonal Communication, Attention to detail, Customer Service
I enjoy giving back to the community and volunteering where there is a need for help.
Places I have volunteered: