Lorie C Dressman
Louisville,KY
Summary
Accomplished manager enhancing branch operations and achieving excellent experiences for members and the credit union. Excellent customer experience management, demonstrating exceptional problem-solving abilities resolving issues for members. I have strong commitment to task completion. Over 30 years experience in customer service and management of staff.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Banking Officer
L & N Federal Credit Union
Louisville, KY
03.2019 - Current
- Provide advice and guidance on financial matters including investments, savings and checking accounts.
- Develop relationships with customers to help them achieve their goals.
Process loan applications, evaluate members' financial situations. - Give customers ideas on how best to manage their finances according to their individual goals.
- Daily balancing of the teller draw, and processing checks received for the day.
- Open new memberships.
- Solve members' problems, and discuss tools to use to keep the problem from arising again.
- Educating members.
Customer Services Specialist
Liberty Financial
10.2016 - 03.2019
- Full time teller acting as the face of the credit union, handling customer transactions and a cash drawer
- This involves check cashing, deposits, transfers, savings bond redemptions, payments, and withdrawals from customer accounts, and balancing of the cash drawer.
- Vault teller and ATM duties as well. Ordered cash.
- Training of new employees on all aspects of the credit union and banking procedures.
- Handle all customer problems and get them resolved quickly
- Opening and closing of accounts, showing members share certificates and money market accounts that would benefit them.
- Daily opening and closing of the branch
Teller
Chase Bank
02.2007 - 01.2016
- Part time teller acting as the face of the bank, handling customer transactions and a cash drawer
- This involved check cashing, deposit, transfer, savings bond redemptions, payments, withdrawals from customer accounts and balancing of the cash drawer
- Vault responsibilities under dual control when vault teller was not in the branch
- Referred customer to bankers
- Daily opening and closing of the branch daily
Operations Manager/Compliance Officer
Morgan Stanley
01.1992 - 02.2002
- Responsible for the daily operations of 3 branches
- Instrumental in the growth of the branch from 20 financial advisors and 12 staff, to 72 employees
- Trained all staff and conducted weekly operations training for financial advisors in the training program
- Participated in recruiting of new financial advisors and sales staff
- Conducted weekly morning operational and compliance meetings
- Coordinated all operational issues between financial advisors and sales staff, in order to provide good service to clients
- Successfully resolved all client complaints and coordinated the resolution of these issues with corporate or local attorneys
- Maintained daily contact with home office, the NYSE and several other exchanges processing transactions for clients
- Advised Branch Manager on daily operations matters
- Demonstrated consistent record of excellence via audits conducted by the SEC and NYSE
- Counseled employees in professional, educational and personal matters
- Participated in all community events sponsored by Morgan Stanley
Education
Bachelor of Arts - History and Sociology
College of Mount Saint Joseph
Cincinnati, Ohio05.1983
Skills
- Training of staff
- Customer experience management
- Problem solving
- Commitment to task completion
- Listening to members and staff
- Dedicated to helping members achieve the goals
Activities
- Love sports especially soccer and college basketball.
- Volunteering for special events.
Certification
- Certification in State of Ohio to teach grades 7-12.
Timeline
Banking Officer
L & N Federal Credit Union
03.2019 - Current
Customer Services Specialist
Liberty Financial
10.2016 - 03.2019
Teller
Chase Bank
02.2007 - 01.2016
Operations Manager/Compliance Officer
Morgan Stanley
01.1992 - 02.2002
Bachelor of Arts - History and Sociology
College of Mount Saint Joseph
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