Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jessica Todd

Portsmouth,VA

Summary

Dynamic and results-oriented professional with a proven track record at Chartway Federal Credit Union, specializing in enhancing member experiences and fostering strong relationships. Expert in financial product knowledge and team development coaching, I excel in driving sales growth and improving service procedures. Skilled in internal audit processes and committed to promoting a culture of innovation and professionalism.

Overview

2
2
years of professional experience

Work History

Member Experience Leader

YMCA of SHR
Portsmouth, VA
02.2024 - Current
  • Examined data trends to guide decisions, enhancing informed choices.
  • Employs sales and membership tactics supporting new member recruitment.
  • Fosters a member-focused environment.
  • Cultivates an innovative environment to enhance problem-solving.
  • Facilitates program and membership registration in discussions with new and current members.
  • Oversees logistics for phone, walk-in and online registration.
  • Oversees execution of member service protocols.
  • Implemented new membership guidelines.
  • Executed membership marketing strategies.
  • Coordinated annual fundraising campaigns.

Relationship Specialist

Chartway Federal Credit Union
Suffolk, VA
01.2023 - 02.2024
  • Ability to develop strong relationships in a warm and professional manner
  • Proficient oral, written, and communication skills
  • Respond, establish, and maintain control when handling challenging situations
  • Knowledge and embodiment of diversity and inclusion best practices; ability to work collaboratively with individuals and groups from various identities, cultures, and backgrounds
  • Fundamental analysis and problem-solving skills
  • Experience with MS Office - PowerPoint, Word, and Excel
  • Able to handle confidential information with discretion

Education

A.S. - Accounting

Tidewater Community College
Norfolk, VA
08.2026

high school diploma -

Woodrow Wilson High School
Portsmouth, VA
06.2017

Skills

  • Internal Audit Processes
  • Team Development Coaching
  • Professionalism
  • Financial product knowledge
  • Cash handling expertise
  • Sales Expertise
  • Fraud Detection Expertise
  • Accurate Financial Record Keeping
  • Financial Services
  • Account Management
  • Understanding of Credit Union Policies
  • Suspicious Activity Awareness

Languages

English
Professional
Spanish
Limited

Timeline

Member Experience Leader

YMCA of SHR
02.2024 - Current

Relationship Specialist

Chartway Federal Credit Union
01.2023 - 02.2024

A.S. - Accounting

Tidewater Community College

high school diploma -

Woodrow Wilson High School

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