Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills in the banking industry.
Overview
8
8
years of professional experience
Work History
Business Analyst
Credit Human FCU
08.2023 - 02.2024
Improved business processes by analyzing current practices and recommending optimization strategies.
Presented enhancements or recommendations for core system (Symitar) with upcoming system releases.
Researched, gathered and reviewed for extensive hours depending on stakeholder project or request.
Collaborated with project managers and cross-functional teams.
Participated in weekly meeting to keep effective team communication and assist on any process blockages.
Liaised between various business departments and groups.
Maintained documentation regarding various projects, processes and operations.
Analyzed data to identify root causes of problems and recommend corrective actions.
Performed gap analysis to identify areas of improvement.
Financial Center Specialis
Credit Human FCU
06.2020 - 08.2023
Utilized appropriate tools and techniques to help members achieve financial goals and enhancing overall financial health.
Served the community by actively being present and fostering relationships with businesses and community members
Ensured compliance with all aspects of Financial Health Center such as alarm testing, audits, documentation retention,etc.
Listened attentively to members while practicing Dynamic Inquiry to gain understanding of financial goals and make recommendations.
Reviewed and created process improvements on new or existing procedures.
CUNA certified
Developed strong client relationships through consistent communication and attentive service.
Collaborated with various departments and led projects based on proposals made to better serve our Financial Health Center
Gained some knowledge on project management in leading.
Presented board member stories to discuss various stories on members financial success.
Branch Lead/Dual Supervisor
Credit Human FCU
09.2017 - 06.2020
First point of contact to assist team members in team staff of 21.
Evaluated and made decisions with human dignity when difficult and complex situations arose within team and within membership.
Operated various frontline daily operations such as assisting on teller line when short staffed and/or banker side for account opening or account maintenance when needed.
Member Service Representative at Altana FCU Formally Know As Bear Paw Credit UnionMember Service Representative at Altana FCU Formally Know As Bear Paw Credit Union