Josh Martin
Williston
Summary
Results-driven Branch Manager with extensive experience in operations and team leadership. Expertise in enhancing customer service, optimizing team performance, and implementing staff development initiatives. Proven ability to foster collaboration and deliver exceptional results aligned with strategic goals.
Overview
10
10
years of professional experience
Work History
Assistant Branch Manager
Campus USA Credit Union
02.2022 - Current
- Ensured accuracy in transactions by overseeing daily cash management operations.
- Facilitated effective communication among team members, supporting smooth branch operations.
- Trained new team members to align with branch service standards and objectives.
- Achieved minimal audit findings by demonstrating strong adherence to bank regulations.
- Enhanced member satisfaction by promptly resolving disputes and providing high-quality service.
- Collaborated with management to develop business initiatives that attracted new members.
Member Service Representative
Campus USA Credit Union
02.2018 - 02.2022
- Enhanced financial product knowledge, boosting member utilization and awareness.
- Fostered teamwork by mentoring junior representatives and developing their skills.
- Supported high member satisfaction by assisting a large volume daily.
- Maintained service quality by adhering to policies in all member interactions.
- Verified customer documentation, ensuring compliance for all transactions.
- Processed account transactions accurately, ensuring timely and proper documentation.
- Guided clients in selecting suitable loan products, increasing overall satisfaction.
- Facilitated loan application submissions to underwriters for verification and recommendations.
- Reviewed loan applications thoroughly to determine approvals or denials.
- Educated clients about loan options, helping them make informed financial decisions.
Teller
Campus USA Credit Union
12.2016 - 02.2018
- Ensured cash drawer accuracy through diligent record-keeping and regular balancing.
- Enhanced staff performance by training new employees on policies and customer service.
- Increased customer engagement by identifying opportunities for cross-selling bank products.
- Resolved customer issues swiftly, strengthening relationships and boosting overall satisfaction.
- Handled high-volume transactions efficiently during peak hours, ensuring a seamless experience.
Men's Sales Associate
Kohls Department Store
06.2016 - 12.2016
- Enhanced customer satisfaction through personalized service and tailored product recommendations.
- Trained new associates in effective sales techniques and engagement strategies.
- Supported onboarding of new hires in retail procedures for team success.
- Maintained organized store environment, improving overall shopping experience for customers.
- Assisted customers with inquiries, selections, and completing purchases efficiently.
Restaurant Team Member
Arby's
01.2016 - 08.2016
- Delivered exceptional service by accurately processing customer orders and payments.
- Ensured cleanliness and organization of workstations, following health and safety standards.
- Maintained strict adherence to food safety and sanitation practices at all times.
- Guided customers through menu options and ensured accurate order fulfillment.
- Executed cash transactions efficiently in a fast-paced drive-thru environment.
- Answered guest inquiries regarding menu items and promotions effectively.
Education
AA Degree - Business Administration
Santa Fe College
05.2020
High School Diploma - undefined
Forest High School
05.2016
Skills
- Compliance management
- Staff education and training
- Loan application evaluation
- Account management
- Relationship building and management
- Financial product sales
- Staff management
- Staff development
- Financial services
- Client relationship management
- Loan product expertise
- Cash handling
- Branch service quality
- Strong leadership
- Attention to detail
- Relationship management
- Interviewing and hiring
- Decision-making
Accomplishments
- Campus Management Training Program Graduate
- Amazing ACE (Awesome Campus Employee)
- TMA (The Member Advantage) graduate
- Member Services Certification
- USCG Licensed Captain
Timeline
Assistant Branch Manager
Campus USA Credit Union
02.2022 - Current
Member Service Representative
Campus USA Credit Union
02.2018 - 02.2022
Teller
Campus USA Credit Union
12.2016 - 02.2018
Men's Sales Associate
Kohls Department Store
06.2016 - 12.2016
Restaurant Team Member
Arby's
01.2016 - 08.2016
High School Diploma - undefined
Forest High School
AA Degree - Business Administration
Santa Fe College