Hi, I’m
Julianna Martin
Birmingham,AL
Judge a man by his questions rather than his answers.
Voltaire
Summary
Knowledgeable and dedicated professional with extensive experience in the Finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
6
years of professional experience
Work History
Alabama Credit Union
Member Experience Lead
09.2019 - Current
Job overview
- Participated in cross-functional teams focused on improving internal processes impacting Member Experience Associates'' ability to serve members better.
- Monitored key performance indicators related to member experience, proactively identifying areas for improvement based on data trends.
- Addressed escalated concerns with professionalism and tact, restoring trust in our organization''s commitment to customer satisfaction.
- Collaborated with team members to achieve shared goals and improve overall member experience.
- Supported membership acquisition efforts by participating in promotional campaigns and outreach activities targeting prospective members.
- Enhanced member satisfaction by promptly addressing concerns and providing personalized solutions.
- Maintained detailed records of member interactions, ensuring accurate follow-up and timely resolution of issues.
- Trained new associates on best practices for delivering exceptional service, fostering a culture of excellence within the team.
- Built strong relationships with members through clear communication, empathy, and active listening skills.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Monitored and reported suspicious activity in line with bank security policies.
- Maintained accurate records of customer transactions in line with bank procedures.
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Assisted customers with setting up or closing accounts and signing up for new services.
- Contributed to budget monitoring by tracking expenses, processing invoices, and reconciling financial statements.
- Reduced downtime for ATMs by conducting regular system checks and coordinating repairs with technicians.
- Optimized cash management processes to ensure adequate funds in each ATM, minimizing cash-out incidents.
Classic Collision
Office Manager/Parts Manager
02.2018 - 09.2019
Job overview
- Maintained computer and physical filing systems.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Developed and maintained successful relationships with vendors and suppliers.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Maintained accurate records of transactions, invoices, purchase orders, and returns for easy reference and proper documentation.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed office operations while scheduling appointments for department managers.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Improved cash flow by efficiently processing invoices and monitoring customer payment schedules.
- Processed vendor invoices efficiently, reconciling discrepancies and negotiating favorable payment terms when necessary.
- Maintained accurate records of transactions, invoices, and shipments for easy retrieval when needed.
- Supported billing staff by making corrections to invoices and insurance submissions.
- Reduced cycle time with meticulous organization of repair orders, invoices, and estimates.
- Facilitated timely vendor payments through efficient processing of invoices and expense reports.
- Prepared, entered and filed accounts payable invoices.
- Conducted thorough research for resolving discrepancies in customer accounts and invoices.
Education
University of Alabama At BirminghamBirmingham, AL
from Finance
Skills
- Patience and composure
- Exceptional communication
- Effective Decision Making
- Data entry proficiency
- Community Engagement
- Training and Onboarding
- Teamwork and Collaboration
- Issue Resolution
- Work Prioritization
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Work-life balanceCareer advancementPersonal development programsCompany CultureTimeline
Member Experience Lead
Alabama Credit Union
09.2019 - Current
Office Manager/Parts Manager
Classic Collision
02.2018 - 09.2019
University of Alabama At Birmingham
from Finance
Similar Profiles
Jonna MartinJonna Martin
Branch Manager at Alabama Credit UnionBranch Manager at Alabama Credit Union
Christina ThompsonChristina Thompson
Member Experience Representative at Alabama Credit UnionMember Experience Representative at Alabama Credit Union
Leslie StarnerLeslie Starner
Data Analyst at Alabama Credit UnionData Analyst at Alabama Credit Union
Isabella RaiaIsabella Raia
Office Assistant at Cahaba Land Title and EscrowOffice Assistant at Cahaba Land Title and Escrow
Denise BurrellDenise Burrell
Customer Service Manager at PublixCustomer Service Manager at Publix