Jason De Leon
Beaverton,OR
Summary
Dedicated professional with strong interpersonal skills and a goal-oriented mindset. Proven ability to enhance client retention through effective relationship management and streamlined processes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Member Relationship Officer
OnPoint Community Credit Union
Beaverton, OR
06.2024 - 03.2026
- Assisted members with account inquiries, ensuring prompt and accurate resolution of issues.
- Educated members on products and services, enhancing overall member engagement and satisfaction.
- Processed loan applications, adhering to credit union policies and maintaining compliance standards.
- Collaborated with team members to streamline processes, improving efficiency in service delivery.
- Conducted regular follow-ups with members, fostering strong relationships and promoting retention efforts.
Branch Service Specialist
OnPoint Community Credit Union
Beaverton, OR
09.2022 - 06.2024
- Delivered exceptional member service by resolving inquiries and addressing account issues efficiently.
- Processed transactions accurately, ensuring compliance with credit union policies and regulations.
- Educated members on financial products and services to enhance awareness and usage.
- Collaborated with team members to streamline branch operations and improve workflow efficiency.
Teller
OnPoint Community Credit Union
Beaverton, OR
02.2022 - 09.2022
- Processed customer transactions accurately and efficiently, ensuring compliance with financial regulations.
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Assisted in training new tellers on operational procedures and best practices.
- Maintained cash drawer accuracy through diligent monitoring and reconciliation processes.
Education
High School Diploma -
Health And Science High School
Beaverton, ORAssociate of Applied Science - Business Administration
Clackamas Community College
Clackamas, OR05-2028
Skills
- Goal-oriented mindset
- Professionalism and etiquette
- Client retention strategies
- Performance tracking
- Honest and dependable
- Hard working
- Punctual
- Works well in a team or independently
- Strong interpersonal skills
- Bilingual (Spanish and English)
- Software skills (Word, Excel, PowerPoint)
Certification
Notary - Valid Unitl December 2027
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Member Relationship Officer
OnPoint Community Credit Union
06.2024 - 03.2026
Branch Service Specialist
OnPoint Community Credit Union
09.2022 - 06.2024
Teller
OnPoint Community Credit Union
02.2022 - 09.2022
High School Diploma -
Health And Science High School
Associate of Applied Science - Business Administration
Clackamas Community College