Mitzy Batarse

Perform all duties of an MSO II plus the following;

• Maintain well-organized team member and member files.
• Able to complete all tasks asked of me neatly, accurately and in a timely manner.
• Work 1:1 with my ABM to recruit possible High School Interns.
• Maintain team's timecards and ensures overtime is avoided, times are entered and vacation requests are approved.
• Create and post team schedule weekly.
• Co-facilitate team interviews for Intern/MSO positions.
• Maintain member and team member confidentiality.
• Create personal development plan for each team member based on their personality and learning style.
• Assist ABM with audits, team member documentation, and crucial conversations.
• New hire onboarding.
• Assist team members with benefits enrollment questions.

Performed all duties of an MSO I plus the following;

• Facilitated monthly Sales & Service meetings and Branch Dialogues.
• Generated sales by facilitating daily and weekly huddles, and sales games.
• Trained and coached new staff regarding company operations, policies and member service.
• Often sought opportunities to shadow an MSO III with operational stuff in order to help expand my knowledge.
• Served as Credit Card, Policy Tech, and A+ Wealth Management champion.
• Assisted Living Well Champion with implementation of group challenges, drinking water and lunch n learns.

• Maintained member records by updating account information.
• Generated sales leads by facilitating daily and weekly huddles and created sales games.
• Assisted Contact Center department during the pandemic as a SME answering over 100 calls and assisting with de-escalations over the phone.
• Facilitated inter-departmental communication to effectively provide member support.
• Monitored teller drawers and maintained adequate cash supply while serving as the Vault teller.

• Facilitated Financial Literacy presentations at Akins High School and Austin Community College.
• Delivered exceptional member service to every member by leveraging extensive knowledge for products and services.
• Built and fostered positive relationships with my team, other branches and our members.
• Surpasses sales goals through implementation of effective referral strategies.
• Assisted in project coordination and event planning.