Megan Crites

• Completed Ancestry.com's prestigious eight-week Accelerated Management Program (AMP), designed to enhance leadership and management capabilities. Key areas of focus included:

- Leadership Development: Enhanced ability to lead teams and make strategic decisions.

- Effective Communication: Fostered clear and effective communication within the organization.

- Strategic Thinking: Encouraged forward-thinking and strategic planning.

- Emotional Intelligence: Developed self-awareness and empathy to better manage and motivate teams.

• Support customers with their needs through inbound calls, email, and chat. Consistently builds and maintains a positive relationship with every customer, ensuring the customer’s issue is resolved on every interaction.
• Correctly idetifies, verifies and interprets customer account information.
• Clearly, concisely and accurately documents customer interactions.
• Can explain and/or write complex or technical concepts using simple language; varies content, style, and form to suit the subject, the purpose, and the needs of diverse audiences.
• Composes clear, direct, concise, and complete verbal and written communications.
• Demonstrates dependability by following instructions, policies, and procedures; exceeds productivity standards, meets deadlines, and adheres to work schedules.
• Possesses the aptitude to quickly acquire knowledge and apply it.
• Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
• Actively solicits feedback to improve performance; seeks and acquires new competencies, work methods, ideas, and information that will improve own efficiency and effectiveness on the job.
• Works with customers to find optimal solutions to inquiries and coordinates with the team manager to provide feedback based on customer interactions.

• Ability to work independently without managerial supervision after training
• Solution-based sales, delivering exceptional client service in every interaction
• Providing clients with ease, value and expertise by taking them through financial wellness reviews and answering any questions they might have
• Developing strong partnerships with line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence
• Calling on a book of business, setting appointments, following up on referrals, and going out into the field to obtain new business
• Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)
• Supporting branch operations such as assisting with client transactions on the Teller line and maintaining documentation on interactions with clients
• Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions
• It is expected to act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest our clients and Key
• Maintain knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking
• Have a keen ability to manage your time and own your day – balancing serving clients and growing your book of business
• Must demonstrate experience with influencing business partners and leveraging centers of influence, as this role will
• require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals
• Proven customer service and communication skills and ability to work in a small team environment.
• Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.)
• Operated using HOGAN

• Providing follow up calls to online leads.
• Answering incoming calls and preparing them to speak with the sales staff.
• Directing callers to appropriate internal Ancestry resources.
• Setting up future appointments for the sales staff.
• Demonstrate phone and customer service skills.
• Be willing to learn about AncestryProGenealogists products and recommend solutions that meet customer needs.
• Utilize exceptional interpersonal skills, both on the phone and with in-person visitors.
• Advanced working knowledge of Microsoft Office applications (Outlook, Word, Excel, PowerPoint) with an ability/willingness to learn new software such as Salesforce, Box, and Smartsheets.
• Have a customer-oriented focus with a true desire to be of service.
• Take pride in ensuring that our customers have an excellent experience.
• Be open-minded and innovative with ability to be flexible, self-motivated, and able to work independently. Utilize slack and zoom meetings to coordinate working remotely.
• Demonstrate absolute discretion, and an ability to maintain all company, departmental and other proprietary and sensitive information as confidential.
• Exhibit high energy and enthusiasm.
• Demonstrate excellent communication skills; both verbal and written.
• Demonstrate a high degree of initiative and drive, sound judgment.
• Work productively in a fast-paced, team-oriented environment with a smile and a sense of humor.
• Be willing to work overtime on occasion.
• Supports and enhances ProGenealogists vision and values.

Additional duties to enhance work performance:

• Process payments for clients.
• Process refunds for clients.
• Setting up client research sessions/assigning the proper US or International managers.
• Use alternate communication methods to reach out to leads from calling and e-mailing, to texting.
• Demonstrate the ability to mediate a negative situation.
• Must be able to adapt to change within the workplace.

• As a Writer, I must ensure what I write is equivalent to what my client is asking. Knowledge of proper grammar is needed to efficiently write up to the customers standard. I prepare and file taxes solely, create a schedule that works around any other schedules I adhere to, and ensure time management is properly utilized.

• As a pet care professional, I manage self scheduled hours, manage and audit incoming and outgoing monies, process taxes, and provide flexibility to families in need of urgent pet care. As a pet care professional, it is important to ensure animals are kept in an environment that makes them feel safe and loved. I never accept animals that cannot get along with animals that are already scheduled, to ensure their safety and security. Marketing and advertising is solely up to each Pet Care Professional. I have created and managed the production of business cards, fliers, social media advertising, as well as providing referrals to those in need of a career which leads to bonuses through the organization, which is a platform to allow self employed individuals, a career opportunity. I provide professional guidance to new Rover Pet Care Professionals, from how to market and advertise, how to speak properly to clients, how to create online booking rates and cash rates, as well as help with resume building.

Personal Banker | Tacoma, WA

• I was the only Medallion Guarantor for my branch, as well as a Notary Public while performing the same Personal Banker. (Duties same as Seattle.)

Personal Banker | Seattle, WA

• Having conversations with customers and conducting detailed financial reviews, offering products and services that meet their needs and help them succeed financially.
• Contacting customers by phone to follow up to ensure customer satisfaction, build relationships and address any additional financial needs based on the customers’ financial priorities.
• Attention to detail was priority to catch fraudulent account openings or account interactions.
• Working with your manager to increase your effectiveness in serving customers and meeting their financial needs through feedback and coaching.
• Building loyalty while helping customers with service requests.
• Receive and process checking and savings deposits and withdrawals while verifying proper identification and funds availability for cash back.
• Answer basic customer inquiries regarding service charges, and account history while complying with disclosure requirements, regulations and consumer privacy policies.
• Refer customers to the proper department for issues that cannot be resolved at the teller line.
• Issue personal money orders and cashier’s checks.
• Accept loan payments: verify payment amount and issue receipts.
• Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded. (Including teller duties listed below.)

Teller | Seattle, WA

• Provide service to bank customers by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank.
• Receive and process checking and savings deposits and withdrawals while verifying proper identification and funds availability for cash back.
• Answer basic customer inquiries regarding service charges, and account history while complying with disclosure requirements, regulations and consumer privacy policies.
• Cross-sell bank products and services.
• Refer customers to the proper department for issues that cannot be resolved at the teller line.
• Report suspicious activity using MILs, SARs and CTRs.
• Issue personal money orders and cashier’s checks.
• Accept loan payments: verify payment amount and issue receipts.
• Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
• Balance and update savings passbooks, and close accounts when requested.
• Maintain appropriate currency logs.

• Provide service to bank customers by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank.
• Duties Include:
• Receive and process checking and savings deposits and withdrawals while verifying proper identification and funds availability for cash back
• Answer basic customer inquiries regarding service charges, and account history while complying with disclosure requirements, regulations and consumer privacy policies
• Cross-sell bank products and services
• Refer customers to the proper department for issues that cannot be resolved at the teller line
• Issue personal money orders and cashier’s checks
• Accept loan payments: verify payment amount and issue receipts
• Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded
• Balance and update savings passbooks, and close accounts when requested
• Maintain appropriate currency logs

• Create marketing advertisements to promote business opportunities.
• Identified problems within the company to determine a better outlook.
• Provided support and information to assist in the running or future strategy of a business.
• Evaluated the company to determine the best business structure for an outcome that benefits.
• Created spreadsheets to improve organizational flow within the customer management office.

• Compile and maintain records of quantity, type, and value of material, equipment, merchandise, and supplies stocked in establishment: Counts material, equipment, merchandise, or supplies in stock and posts totals to inventory records, manually and using computer.
• Compares inventory to office records or computes figures from records, such as sales orders, production records, or purchase invoices to obtain current inventory.
• Verifies clerical computations against physical count of stock and adjusts errors in computation or count, or investigates and reports reasons for discrepancies.
• Compile information on receipt or disbursement of material, equipment, merchandise, or supplies, and computes inventory balance, price, and cost.
• Prepare reports, such as inventory balance, price lists, and shortages.
• Prepares list of depleted items and recommends survey of defective or unusable items.
• May stock and issue materials or merchandise.
• Responsible for setting up social media accounts and maintaining daily activity.
• Influenced customer behaviors across new media channels, analyzed client-initiated conversations and advised appropriate marketing, sales and contact teams as needed.
• Developed content for posting on all designated social media outlets, monitored online competitor presence/perceptions, researching new blogs and channels for relevance/trend identification, reporting "chatter" and other relevant online data.
• Created cost comparison charts to show profit percentage, profit whole dollar amount, gain and loss amounts, and cost comparison with our competitors.
• Self taught and managed a new point of sale system in under 3 months
• Update and managed website information as well as incoming quote requests, credit applications, service requests, and contact requests.
• Created and managed liquidation sales on service sites such as craigslist.org, ebay.com, and more.

• Provide service to bank customers by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank.

Duties Include:

• Receive and process checking and savings deposits and withdrawals while verifying proper identification and funds availability for cash back
• Answer basic customer inquiries regarding service charges, and account history while complying with disclosure requirements, regulations and consumer privacy policies
• Cross-sell bank products and services
• Refer customers to the proper department for issues that cannot be resolved at the teller line
• Issue personal money orders and cashier’s checks
• Accept loan payments: verify payment amount and issue receipts
• Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded
• Balance and update savings passbooks, and close accounts when requested
• Maintain appropriate currency logs

• Ability to create audiovisual materials, practical exercises, discussion, learner presentations, classroom exercises, laboratory, and lecture
• Answer basic inquiries regarding American culture, food, and area of living.
• Perform general housekeeping duties
• Process and maintain records
• Balance and update savings passbooks, and close accounts when requested
• Maintain appropriate currency logs
• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
• Order a supply of cash to meet daily needs
• Sort and file deposit slips and checks
• Receive and count daily inventories of cash and drafts
• Perform light paperwork duties as assigned
• Order items needed to replenish supplies
• Direct safety, security, and fire prevention procedures
• Prepare tables for meals, including setting up items such as linens, silverware, and glassware