Positive and upbeat administrative team member with exceptional interpersonal and conflict management skills. Familiar with fee structures, documentation requirements and processing practices for the corporate banking industry.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
Work History
Lead Member Service Representative
Mountain America Credit Union
Salt Lake City, Utah
02.2021 - 02.2023
Mentored newly hired team members on appropriate responses to patron questions.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Identified potential needs through observation, questioning, and listening.
Handled various accounting transactions.
Processed wide variety of retail banking transactions for personal and commercial customers.
Created teller schedule to keep weekly and weekend shifts properly staffed.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Developed and implemented innovative strategies to improve customer satisfaction and increase sales.
Recognized and prevented fraudulent activities and suspicious transactions.
Enforced compliance with bank regulations and policies to reduce financial risks.
Counted, verified and handled bank deposits and armored car transactions.
Teller
Mountain America Credit Union
Kearns, Utah
08.2020 - 02.2023
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Educated and engaged customers with new bank products and services.
Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
Verified customer identification and documentation for compliant transactions.
Handled complaints with prompt, courteous service to uphold professional reputation.
Title Specialist
Mountain America Credit Union
Sandy, Utah
02.2023 - Current
Entered title and vehicle information into database.
Received and processed paperwork for titles, new license plates, and renewals.
Contacted Motor Vehicle Department/Division of Motor Vehicles specific to the state member and/or seller lives in to determine status of pending titles, .
Communicated with customers to resolve common title issues.
Performed data entry and other administrative tasks to keep records and files organized and accurate.
Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
Audited and reviewed title documents for accuracy and compliance with state and federal regulations.
Analyzed title documents to identify potential issues and resolve any discrepancies.
Shift Lead
FIIZ
Taylorsville, Utah
04.2019 - 08.2020
Demonstrated respect, friendliness and willingness to help wherever needed.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Prepared custom drink orders by accurately measuring and mixing house ingredients.
Practiced safe work habits, wearing protective equipment and consistently following MSDS and OSHA standards.
Prepared garnishes by evenly slicing and pitting fruits.
Tracked stock levels and promptly replenished low materials to prevent shortages.
Cultivated strong relationships with repeat customers, engaging in friendly conversation and memorizing drink orders to promote loyalty.