Mercedes Freismuth
Holmen,WI
Summary
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team and individual environments. Diligent worker with strong communication and task prioritization skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Altra Federal Credit Union
11.2020 - Current
- Increase member satisfaction by providing tailored financial advice and product or service recommendations. Cross-sell when opportunity arises.
- Effective liaison between members and internal departments.
- Provide excellent customer service, resolving issues quickly, and maintaining long-term member relationships.
- Mentor colleagues in sales techniques, leadership growth, and product knowledge, fostering a collaborative work environment.
- Delivered consistent results within compliance guidelines while being a top performer in number goals.
Member Relations Specialist
Altra Federal Credit Union
04.2020 - 11.2020
- Assisted members by listening closely, finding solutions to problems, and making recommendations based on extensive product knowledge.
- Developed lasting member relationships and earned reputation for exceeding service standard goals.
- Increased operational efficiency by developing improved training material for teller operations, organizing and ordering office forms and supplies, and scheduling member facing staff.
- Executed cash handling standards including monthly audits, managing and balancing the vault, auditing the Cash Recycler and SAM-e, and ordering cash.
Teller Specialist
Altra Federal Credit Union
01.2019 - 04.2020
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Assisted in training new teller employees, ensuring they were proficient in handling various financial transactions.
- Volunteered for extra Saturday shifts during holidays and other busy periods to alleviate staffing shortages.
- Utilized Get Altrafied techniques and remain poised and professional even in high-stress situations and when dealing with irate individuals.
Education
High School Diploma -
Holmen High School
Holmen, WI05.2016
Skills
- Excel in member and co-worker relationship building
- Strong communication and listening skills
- Time management
- Conflict resolution
- Adaptable
- Organizational Skills
- Leadership Development
- Strategic planning
- Process and Procedure Development
Accomplishments
Superhero Employee of the Quarter in 2020 Q4 and 2021 Q3.
Circle of Excellence Winner in 2022 and 2023.
Certification
Certificate of Completion in Future Business Leaders of Altra
Certified Credit Union Financial Counselor (CCUFC)
Programs outside of Job Role
Youth Committee, Financial Wellness Committee, Altra Financial Advisor Branch Advocate, Financial Wellness Coach Committee Member, Peer Mentor Program- Coach
Timeline
Financial Services Representative
Altra Federal Credit Union
11.2020 - Current
Member Relations Specialist
Altra Federal Credit Union
04.2020 - 11.2020
Teller Specialist
Altra Federal Credit Union
01.2019 - 04.2020
High School Diploma -
Holmen High School
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