Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Lead MSR
FAIRWINDS
12.2021 - Current
Team lead for teller line functions including scheduling, observing performance, and on the job training
Use management skills to foster a coaching environment within the branch to ensure overall service, lending, membership, and services per household expectations are met
Assist in strategic planning for the service center including Business Loan strategies
Trained new hires on company policies and procedures, ensuring consistent quality of service delivery.
Boosted revenue by upselling products and providing personalized recommendations based on client needs.
Exceeded performance targets regularly by maintaining a high level of productivity and consistently delivering results.
Acted as a liaison between clients, sales representatives, and other internal teams to ensure seamless collaboration efforts.
Established rapport with customers through active listening skills, empathetic responses, and genuine interest in their needs.
Fostered a positive work environment by encouraging open dialogue among team members regarding obstacles faced in daily operations.
Directed and supervised team of 7 engaged in member service and career development.
Loan and Members Services II/Supervisor
Bethpage Federal Credit Union
10.2017 - 06.2021
Highly motivated self-starter with a strong work ethic who consistently strives to work with the team to exceed sales and operational goals
Resolve team escalations and by using resources to provide resolutions in a timely manner to not impact members
Administer development plans, observations and on spot coaching's as necessary for development and growth
Took initiative to implement bi-weekly virtual team engagements, planned virtual monthly meetings, coaching's, weekly check-ins, and work towards development with a team of 15 at the start of pandemic
Encouraging each team member on self-awareness and recognizing their personal potential by recognition, through mid and year-end reviews and consistent development
Created an LMS II Succession program to develop future leaders in soft and operational skills and successfully prepare them to fill LMS II roles
Member of the Bethpage Federal Credit Union Advocacy group in support for pro-credit union legislation and regulatory issues
Bethpage Brand Ambassador to influence engagement, build trust and morale, and positively raise awareness for the Bethpage Brand.
Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
Streamlined operations for increased efficiency through regular process reviews and implementing necessary changes.
Relationship Manager
Bank of America
09.2006 - 09.2017
Resolve complex service issues or refer to appropriate associate to guarantee retention
Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
Negotiated favorable terms on behalf of clients during complex transactions, maximizing profitability while minimizing potential risks.
Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Water Treatment Specialist
US Army National Guard
11.2009 - 09.2015
Study the physical and chemical analysis of water sources for purification
Development of focused discipline and interpersonal skills
Demonstrated leadership during challenging times by remaining calm during security checks and handling all situations with tenacity and dedication
Improved water quality by implementing advanced treatment techniques and optimizing filtration processes.
Reduced operational costs for the facility by conducting regular maintenance checks and addressing issues promptly.
Education
Associate in business management -
University of Phoenix
07.2015
Skills
Decision Making
Attention to Detail
Customer Service Orientation
Active Listening
Problem Solving
Time Management
Performance Evaluation
Team Leadership
Training and Development
Goal Setting
Languages
Spanish
Native or Bilingual
Certification
Notary, NMLS
references
References furnished upon request.
Timeline
Lead MSR
FAIRWINDS
12.2021 - Current
Loan and Members Services II/Supervisor
Bethpage Federal Credit Union
10.2017 - 06.2021
Water Treatment Specialist
US Army National Guard
11.2009 - 09.2015
Relationship Manager
Bank of America
09.2006 - 09.2017
Associate in business management -
University of Phoenix
Notary, NMLS
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