Jody Roddy
Indianapolis,IN
Summary
Dynamic Universal Banker with a proven track record at Everwise Credit Union, specializing in financial product sales and loan processing. Excelled in mentoring staff and enhancing performance, while surpassing sales goals. Skilled in conflict resolution and fraud detection, demonstrating both exceptional analytical abilities and interpersonal skills.
Overview
22
22
years of professional experience
Work History
Universal Banker III
Everwise Credit Union
05.2016 - 10.2024
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
Senior Universal Banker
FORUM Credit Union
09.2002 - 04.2014
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Checked accounts for fraud and provided law enforcement with relevant details.
- Exceeded sales goals in Area and Area on consistent basis.
Education
High School Diploma - Basic
Santa Rita High School
Tucson, AZ06.1990
Skills
- Check processing
- Financial product sales
- Retirement planning
- Loan processing
Timeline
Universal Banker III
Everwise Credit Union
05.2016 - 10.2024
Senior Universal Banker
FORUM Credit Union
09.2002 - 04.2014
High School Diploma - Basic
Santa Rita High School
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