Kathryn McBain
Financial Center Manager/ NMLS 1277013
Troy,NY
Summary
Proven track record at Sunmark Credit Union, excelling in member relationship and business relationship management. Skilled in banking and NYS Notary Public, I significantly enhanced member satisfaction and financial health, surpassing sales goals by leveraging consumer loans expertise and interpersonal skills to foster lucrative partnerships and mentor teams for peak performance.
Overview
10
10
years of professional experience
2
2
years of post-secondary education
Work History
Financial Center Manager I
Sunmark Credit Union
Delmar, NY
6 2018 - Current
- Developed and cultivated lucrative relationships with both new and existing members through effective communication and exemplary interpersonal skills.
- Responded to member inquiries and resolved complaints to establish trust and increase satisfaction.
- Communicated regularly with members to understand needs, evaluate current product use and cross-sell new products to enhance their financial well being.
- Achieved quarterly goals for sales of credit union products and services and exceeded performance metrics for member service.
- Assessed employee performance and developed improvement plans with monthly coaching sessions.
- Submitted loan applications to underwriter for verification and recommendation.
- Coordinated community outreach events to strengthen brand presence locally while establishing meaningful connections within the area served.
Assistant Branch Manager
Sunmark Credit Union
Glenville, NY
03.2016 - 06.2018
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Mentored team members to enhance professional development and accountability in workplace.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Established team priorities, maintained schedules and monitored performance and sales incentives.
Loan Officer
Sunmark Credit Union
Clifton Park, NY
11.2014 - 03.2016
- Originated, reviewed, processed, closed, and administered consumer loan products
- Submitted loan applications to underwriter for verification and recommendations.
- Assisted members with improving financial health by counseling on issues such as excessive spending and borrowing.
- Assisted members in understanding loan terms and conditions to make informed decisions.
- Recommended loan approvals and denials based on customer loan application reviews.
Education
Associate of Arts - Liberal Arts And Sciences
Hudson Valley Community College
Troy, NY 01.2012 - 05.2014
Certificate - Coaching And Performance/ Skills For Success
Dale Carnegie Center of Excellence - NYC/Westchester
New York, NY 05.2001 -
Skills
Banking Operations
NYS Notary Public
Consumer Loans
Product Knowledge
Financial Services
Member Relationship management
Business Relationship Management
Timeline
Assistant Branch Manager
Sunmark Credit Union
03.2016 - 06.2018
Loan Officer
Sunmark Credit Union
11.2014 - 03.2016
Associate of Arts - Liberal Arts And Sciences
Hudson Valley Community College
01.2012 - 05.2014
Certificate - Coaching And Performance/ Skills For Success
Dale Carnegie Center of Excellence - NYC/Westchester
05.2001 -
Financial Center Manager I
Sunmark Credit Union
6 2018 - Current
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