Kim Friedrich

• Assisted in daily branch operations, ensuring compliance with policies and procedures.
• Supported customer inquiries, providing accurate information on products and services.
• Processed loan applications and account openings, enhancing customer experience.
• Collaborated with team members to maintain an organized and efficient branch environment.
• Trained new staff on systems and procedures, fostering a cohesive team dynamic.
• Implemented promotional campaigns to increase member engagement and product utilization.
• Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.

Collaborated with vendors to test and build the new primary software program the company would be installing.

Audited accounts in the existing program, correcting errors that would prevent a seamless transition to the new program.

• Monitored branch performance metrics, identifying areas for improvement in service delivery.
• Facilitated regular meetings to discuss operational challenges and develop actionable solutions.
• Trained and developed new team members in alignment with branch service standards and objectives.
• Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
• Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
• Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.

• Provided exceptional customer service, resolving complex financial inquiries and enhancing member satisfaction.
• Assisted members in selecting appropriate financial products based on individual needs and goals.
• Educated clients on credit union services, fostering long-term relationships and trust.
• Streamlined account opening processes, improving efficiency and reducing turnaround time for new memberships.
• Worked closely with compliance teams to ensure all transactions adhered to relevant legal guidelines, mitigating potential risks.
• Consistently met or exceeded sales targets, contributing significantly to the team''s overall success.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Worked well in a team setting, providing support and guidance.
• Managed time efficiently in order to complete all tasks within deadlines.
• Organized and detail-oriented with a strong work ethic.