Dedicated and adaptable professional with over 14 years of experience, offering proven knowledge of branch operations, depository services, and loan processing. Aiming to leverage skills and expertise to effectively fill the Rita Ranch branch manager position within our company. Possesses a strong track record in the industry, confident in ability to lead and drive success in this role.
Overview
14
14
years of professional experience
Work History
Member Advocate In Branch Trainer
Tucson Federal Credit Union
10.2024 - Current
Maintained up-to-date knowledge and best practices, adapting processes as needed to deliver exceptional support for all team members.
My flexibility in adjusting my teaching approach to accommodate different learning styles.
Collaborated with team members to identify areas for improvement and implement new strategies for better member support.
Trained and mentored 9 new personnel hired to fulfill various roles.
Provided one-on-one mentoring to help individuals reach their full potential within the organization.
Worked closely with other departments as needed to resolve cross-functional matters impacting members'' experiences positively.
Demonstrated empathy and understanding when dealing with difficult or sensitive situations involving members.
Conducted performance evaluation to identify areas for improvement and provide targeted feedback.
Member Advocate III
Tucson Federal Credit Union
09.2023 - 10.2024
Provided accurate information on products, services, and policies to members in a professional manner
Maintained positive relationships with members by responding promptly to their requests or concerns
Demonstrated effective time management skills while handling multiple tasks simultaneously
Successfully met or exceeded monthly goals
Developed strong customer service skills and provided excellent support to members
Promoted products or services to each member to consistently achieve branch goals
Handled financial transactions accurately and securely, including deposits, withdrawals, transfers, and loan payments
Counted and packaged currency and coins
Educated our membership on how best to use their accounts; providing tips on budgeting or money management techniques
Built strong relationships with members by providing exceptional service throughout the entire loan process
Worked with coworkers to complete tasks
Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
Member Advocate II
Tucson Federal Credit Union
03.2022 - 09.2023
Conducted monthly audits and scheduling
Conferred with customers by telephone or in-person to provide product or service information
Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints
Navigated multiple computer systems and applications and utilized search tools to find information
Worked with coworkers to complete tasks
Counted and packaged currency and coins
Executed members transactions, including deposits, withdrawals, loan payments, checks (temporary and cashier)
Promoted products or services to each member to consistently achieve branch goals
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with every member transactions
Completed special procedures for member's such as ACH transfers, wires, ordering checks, and stopping payments (branch supplies, and office supplies)
Successfully met or exceeded time management goals
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
Member Service Specialist / Member Advocate I
Tucson Federal Credit Union
01.2020 - 03.2022
Greeted visitors, ascertained purpose of visit and directed them to appropriate staff
Performed various administrative functions, such as ordering and maintaining inventory of supplies
Built sustainable relationships and trust with customer accounts using open and interactive communication
Obtained and examined relevant information to assess validity of complaints and determine possible causes
Completed special procedures for member's such as ACH transfers, wires, ordering checks, and stopping payments
Counted and packaged currency and coins
Executed members transactions, including deposits, withdrawals, loan payments, checks (temporary and cashier)
Promoted products or services to each member to consistently achieve branch goals
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with every member transactions
Successfully met or exceeded time management goals
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
Bank Teller
Tucson Federal Credit Union
08.2018 - 10.2019
Completed special procedures for member's such as ACH transfers, wires, ordering checks, and stopping payments
Counted and packaged currency and coins
Executed members transactions, including deposits, withdrawals, loan payments, checks (temporary and cashier)
Promoted products or services to each member to consistently achieve branch goals
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with every member transactions
Successfully met or exceeded time management goals
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
Crew Chief
Culver's
05.2016 - 08.2018
Adhered to company safety standards, including food quality and sanitation procedures
Maintained complete knowledge of restaurant menu, including daily specials
Established and maintained a positive work environment
Assisted co-workers whenever possible
Guided guests through menus while demonstrating thorough knowledge of the food, beverages and ingredients
Immediately reported accidents, injuries or unsafe work conditions to manager
Maintained proper temperature for all products
Handled money, balanced tills, and prepared bank deposits
Verified all deliveries against invoices and completed shortage and overage reports
Motivated and disciplined employees according to established requirements
Directly oversaw the overnight store operations, including issuing staff assignments
Completed all point of sale opening and closing procedures, including the contents of the cash register
Night Manager
Dakota Bar and Grill
10.2015 - 05.2016
Preserved a perfect attendance
Alerted Customers to upcoming sales events and promotions
Served beverages, breads and butter and replenished items as necessary
Managed bar inventory, restocked supplies and placed orders
Monitored guest for intoxication and immediately reported concerns to management
Shared best practices for sales and customer service with other team members to help improve the store's efficiency
Swept, wrapped silverware and performed other tasks to help the dining room operate efficiently
Handled all customer relations issues in a gracious manner and in accordance with company policies
Operated a cash register for cash and credit card transaction with accuracy
Balanced tills, processed credit card payment batches and prepared bank deposits
Completed all point of sale opening and closing procedures, including the contents of the cash register
Crew Member
Culver's
08.2014 - 10.2015
Adhered to company safety standards, including food quality and sanitation procedures
Ensured the cleanliness of the restaurant and the counters and tables were properly sanitized
Maintained complete knowledge of restaurant menu, including daily specials
Established and maintained a positive work environment
Assisted co-workers whenever possible
Delivered quality service by providing a warm and welcoming environment
Guided guests through menus while demonstrating thorough knowledge of the food, beverages and ingredients
Maintained proper temperature for all products
Operated a cash register for cash and credit card transaction with accuracy
Bussed tables and kept dining room and work areas clean
Sandwich Maker
Arizona Bagel and Deli
06.2011 - 09.2014
Trained team members to prepare sandwiches and other items according to instructions
Provided product information and menu item explanation to ensure consideration of dietary restrictions
Cleaned and disinfected food preparation areas, tools, equipment, and floors
Assisted guests, including offering personable greetings and taking orders
Prepared sandwiches and other menu offerings in a timely manner
Followed all safety and sanitation policies when handling food and beverage to uphold proper health standards
Stocked and maintained cleanliness of stations
Consistently provided professional, friendly and engaging service
Bussed tables and kept dining room and work areas clean
Displayed enthusiasm and knowledge about the restaurant's menu and products
Education
Associate of Applied Science - Aviation Air Frame and Powerplant
PIMA COMMUNITY COLLEGE
Tucson, AZ
05.2012
High School Diploma -
DESERT VIEW HIGH SCHOOL
Tucson, AZ
05.2011
Skills
Customer Service
Product Knowledge
Active Listening
Phone and Email Etiquette
Money Handling
Team leadership
Multitasking and organization
Timeline
Member Advocate In Branch Trainer
Tucson Federal Credit Union
10.2024 - Current
Member Advocate III
Tucson Federal Credit Union
09.2023 - 10.2024
Member Advocate II
Tucson Federal Credit Union
03.2022 - 09.2023
Member Service Specialist / Member Advocate I
Tucson Federal Credit Union
01.2020 - 03.2022
Bank Teller
Tucson Federal Credit Union
08.2018 - 10.2019
Crew Chief
Culver's
05.2016 - 08.2018
Night Manager
Dakota Bar and Grill
10.2015 - 05.2016
Crew Member
Culver's
08.2014 - 10.2015
Sandwich Maker
Arizona Bagel and Deli
06.2011 - 09.2014
Associate of Applied Science - Aviation Air Frame and Powerplant
PIMA COMMUNITY COLLEGE
High School Diploma -
DESERT VIEW HIGH SCHOOL
Similar Profiles
David RuizDavid Ruiz
Branch Manager at Tucson Federal Credit UnionBranch Manager at Tucson Federal Credit Union