Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

JEFF SLATER

Fort Collins,CO

Summary

Proactive leader with extensive experience in financial services, specializing in member relationship management and team leadership. Proven ability to coach teams and Individuals, driving organizational success. Strong communication, strategic time management skills, and ability to deliver innovative solutions to enhance member experiences, team morale, and achieve business objectives. Proficient in leveraging product and financial services knowledge to promote Member service and achieve team goals. Adept at managing objectives and goals to influence positive outcomes.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Senior Financial Solutions Guide

Elevations Credit Union
Fort Collins, CO
08.2022 - Current
  • Established strong relationships with members, providing tailored financial guidance and solutions.
  • Worked alongside tellers and Financial Solutions Guides to elevate member experience and meet branch goals.
  • Acquired and maintained extensive product knowledge to optimize members' financial needs and goals.
  • Participated in internal 'deposit champions' team to support 2025 organizational net deposit growth initiatives.
  • Internally Certified Designated Trainer

Consultant

Canvas Credit Union
Fort Collins, CO
06.2021 - 07.2022
  • Delivered exceptional service to members, strengthening ongoing relationships.
  • Evaluated members' financial situations to propose effective solutions.
  • Maintained a balanced teller drawer and assisted with member transactions.
  • Performed cash audits on branch vault and teller drawers for compliance.
  • Facilitated monthly presentations on team achievements and objectives.
  • Provided training and support for new and tenured team members, promoting skill development.

Customer Service/Delivery Coordinator

Tharp Custom Cabinetry
Loveland, CO
06.2020 - 05.2021
  • Recorded daily incoming and outgoing delivery information and obtained customer feedback.
  • Handled daily customer service aspects, and maintained positive relationships with external customers and partners..
  • Coached and trained delivery team members on best practices to give the best client experience, meet deadlines, and achieve goals.

Teller/Member Service Representative

INOVA Federal Credit Union
Elkhart, IN
11.2019 - 06.2020
  • Answered member inquiries regarding accounts, services, and products.
  • Educated members on credit union products and services.
  • Processed member transactions promptly, minimizing wait times.
  • Identified member financial needs and referred customers to branch partners in financial services when necessary.
  • Maintained balanced cash drawer and strong knowledge of banking regulations.

Production/Sales Lead

Preferred Finishing
Elkhart, IN
04.2017 - 11.2019
  • Worked with production team to establish effective plans to meet deadlines.
  • Performed inventory control and sales audits.
  • Responded to daily customer service aspects and maintained positive relationships with clients and partners.
  • Answered inquiries related to products from potential clients.

Assistant Manager

Long John Silvers
Elkhart, IN
06.2013 - 03.2017
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Trained new employees and coached team on strategic customer experience building.
  • Led and coached team of 12 shift managers, cooks, and cashiers.
  • Performed interviews for new hires and promotions.
  • Led shifts and assisted at any position needed.

Education

High School Diploma -

Elkhart Memorial High School
Elkhart, IN
06.2014

Skills

  • Strong communication
  • Leadership
  • Coaching and Development
  • Collaboration
  • Member and community relationship building
  • Adaptable
  • Exceptional Decision making
  • Self motivated
  • Goal oriented
  • Situational de-escalation
  • Strategic time management
  • Facilitation and presentation

Certification

CUNA FICEP Certified

Elevation's Credit Union Certified Designated Trainer

Public Notary

Accomplishments

  • Inova Federal Credit Union: 2020 Top performing Teller Q1
  • Tharp Custom Cabinetry: 2020 Organizational Safety Leader
  • Canvas Credit Union: 2021-2022 Top Regional Loan production 6 months straight
  • Elevation’s Credit Union: 2023 Q3 summit counsel winner for top Performers in role
  • Elevation's Credit Union: 2024 Q3 summit counsel winner for top performers in role
  • Elevation's Credit Union 2025 Q2 Summit COunsel Winner for top performers in role
  • Elevation’s Credit Union: Major production contributor at Old Town branch doubling lending production from 2022 to 2023 as well as having the highest production to goal percentage multiple times in 2023.

Timeline

Senior Financial Solutions Guide

Elevations Credit Union
08.2022 - Current

Consultant

Canvas Credit Union
06.2021 - 07.2022

Customer Service/Delivery Coordinator

Tharp Custom Cabinetry
06.2020 - 05.2021

Teller/Member Service Representative

INOVA Federal Credit Union
11.2019 - 06.2020

Production/Sales Lead

Preferred Finishing
04.2017 - 11.2019

Assistant Manager

Long John Silvers
06.2013 - 03.2017

High School Diploma -

Elkhart Memorial High School

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