Katie Lyon

Assist members with their financial needs , concerns and various transactions. Refer Products and services tailored to members needs. Open up new memberships, Take loan applications and loan closings. Assist in other areas needed within the credit union.

• Assist customers with all bank related needs
• Make/Receive Phone Calls / Transfer Calls To Appropriate Departments
• Balance Vault, ATM, Paperwork, Do Verifications on Accounts
• Order Inventory, Cross Sell Products/ Insurance
• Computer Work, Microsoft Excel -Vault Spreadsheets

• Sort mail and packages accordingly with routes, cleaning.

• Greet Customers with a smile and professional manner
• Seat customers accordingly
• Place To Go Orders, Answer phone/ Direct Calls

• Balance Drawer, Cash Out Customers, Order Inventory
• Check In Vendors, Stock Shelves/Coolers/Lotto Machines
• Train New Employees, Answer Phone, Help Out Deli Side