Meagan Jolley
Enoch,UT
Summary
Proactive, service-oriented professional with 17+ years of retail banking experience. Resourceful team player surpassing targets for creating new business opportunities. Maintained strong member relations tailoring solutions specific to individual needs.
Recently received 2 consecutive Mountaineer recognition awards & the company's top Summit award for peak performance
Overview
14
14
years of professional experience
Work History
Senior Financial Services Rep
Mountain America Credit Union
11.2015 - Current
- I consistently maintain high level of performance - exceeding all sales, compliance, and member service goals.
- I assess member's current and future financial needs, then advise on beneficial product recommendations.
- I have natural ability to develop and implement unique solutions to complex problems.
- I actively demonstrate creativity and resourcefulness through development of innovative solutions.
- I mentor and coach my fellow team members.
- I continue to be active participant in internal committees.
- I collaborate with leadership and assist in implementing change and encouraging our team to maximize each person's potential.
Financial Service Rep
Mountain America Credit Union
10.2012 - 10.2014
- I provided great member service to new & existing members.
- I cultivated sincere, professional relationships with members and to this day, they still come to me for advice and assistance.
- I opened new accounts, and assisted with all consumer loan applications.
- I worked through growing pains of new ALPS loan system.
- I worked at both Cedar City locations and under different management styles.
- Notary Public and registered with NMLS.
DIRECTOR OF TELLER SERVICES & CUSTOMER CARE
BANK '34
05.2010 - 10.2012
- I managed staff of 12 tellers.
- I developed, mentored & evaluated staff.
- I conducted annual and periodic performance reviews.
- I created & implemented the bank's teller training program.
- I streamlined & automated many processes to include system capabilities and practical ideas to shorten transaction times.
- I was part of Internal Control Committee
- I was trained to be our BSA Officer backup
- I managed Bank-on-hold phone messages, marquee & TV ads.
Skills
- Decision Maker
- Problem Solver
- Team Builder
- Conflict Resolution
- Time Management
- Adaptability
- Customer Relationship Building
- Sales
- Risk Management
Timeline
Senior Financial Services Rep
Mountain America Credit Union
11.2015 - Current
Financial Service Rep
Mountain America Credit Union
10.2012 - 10.2014
DIRECTOR OF TELLER SERVICES & CUSTOMER CARE
BANK '34
05.2010 - 10.2012