Kristen Paulson
Woodland,CA
Summary
Self-motivated Relationship Officer/Work Team Lead skilled in providing extraordinary member service to develop relationships and create a positive member experience.
Overview
7
7
years of professional experience
Work History
Relationship Officer / Work Team Lead
Safe Credit Union
Roseville , CA
08.2019 - Current
- Maintained and built strong member relationships through quality, personalized interactions.
- Advised members on products, services, and financial planning options.
- Prepared deposits, general ledger postings, and statements.
- Supervising daily operations of the branch, including member service, cash handling, account-opening activities, and daily audits.
- Participating in regular meetings with senior management to review branch operations and policy changes.
- Providing guidance to junior staff members in resolving member queries.
Member Service Representative
Safe Credit Union
Roseville
08.2018 - 08.2019
- Cross-sold products such as savings accounts, auto loans, and credit cards to existing members.
- Met or exceeded sales goals.
- Researched member inquiries regarding their accounts, using internal banking systems.
- Identified transaction errors when debits and credits did not balance.
- Developed strong relationships with members to ensure repeat business.
Education
High School Diploma -
Pioneer High School
Woodland, CA06-2008
Skills
- Member service
- Team leadership
- Operational oversight
- Problem solving
- Critical thinking
- Time management
Timeline
Relationship Officer / Work Team Lead
Safe Credit Union
08.2019 - Current
Member Service Representative
Safe Credit Union
08.2018 - 08.2019
High School Diploma -
Pioneer High School
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