
Dynamic Retail Training & Development Manager with a proven track record at North Star Community Credit Union, specializing in digital education methods and remote training facilitation. Enhanced team performance through impactful curriculum development and customer service training, fostering strong relationships and ensuring member satisfaction. Skilled in banking operations and effective communication.
Developed curriculum for Core system training and role-specific development programs.
Facilitated virtual training sessions via Teams to enhance audience reach.
Delivered customer service and soft skills training, improving team performance.
Conducted observations with new hires to assess training effectiveness, providing feedback to managers.
Executed office management tasks for auto body shop, focusing on payroll and reporting accuracy.
Administered sales tax obligations and timely completion of quarterly filings.
Performed account reconciliation to uphold financial integrity.
Managed accounts payable and receivable, streamlining payment processes.
Coordinated new hire training sessions at North Star to enhance employee integration.
Engaged with managers throughout new hire training process for continuous feedback and support.
Conducted interviews with applicants to assess financial needs.
Gathered and reviewed loan applications for approval or denial.
Underwrote loan requests to evaluate risk and eligibility.
Developed trusting relationships with members to ensure satisfaction.
Exceeded member expectations through proactive communication and support.
Collaborated with team members to ensure timely completion of transactions.
Served as subject matter expert for onboarding new hires.
Managed vault operations, including cash handling and security measures.
Oversaw coin counter management and auditing of loans.
Executed ordering and selling of currency efficiently.
Facilitated opening of new accounts and certificates of deposit.
Handled multiple tasks simultaneously to maintain operational flow.
Greeted customers upon entry or through drive-up window, ensuring warm welcome.
Conducted transaction requests promptly and accurately, maintaining high service standards.
Managed vault responsibilities, ensuring balanced transactions and accurate record-keeping.
Processed vault buy and sell requests efficiently to meet customer needs.
I am a Certified Service Strategies Trainer as well as a Certified Credit Union Financial Counselor