Morgan Robinson
Baltimore,MD
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Well-versed in industry regulations and asset protection strategies. Dedicated to successfully managing concerns and resolving conflicts to maximize customer and employer satisfaction. Maintains a professional and calm demeanor under pressure. Thrives in high volume environments where knowledge, composure, and interpersonal abilities are keys to success.
Overview
4
4
years of professional experience
Work History
Financial Service Representative
Atlantic Financial FCU
06.2024 - Current
- Assists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommendations for resolution.
- Identifies deposit & lending opportunities through consultative sales conversations, presents opportunities to members, submits loan applications, and communicates loan decision, terms, and conditions. Verifies loan conditions, completes loan documents and disburses funds to members.
- Managed time efficiently in order to complete all tasks within deadlines.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Teller Supervisor
Atlantic Financial FCU
04.2023 - Current
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, regulatory requirements, and operational procedures.
- Conducted regular performance evaluations for teller staff, identifying areas for improvement.
- Coordinated with other departments to address complex customer issues, resulting in timely resolution.
- Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
- Contributed to the achievement of branch sales targets through proactive promotion of financial products and services.
- Maintained strong knowledge of bank products, services, procedures, and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Provided exceptional and consistent customer service during high-volume periods, demonstrating professionalism under pressure.
Member Service Representative
United Heritage Credit Union
12.2021 - 09.2022
- Acted as primary branch contact for service and account maintenance requests, including but not limited to performing account modifications, fraud reports, check orders, account reconciliations, debit card reissues, notary services, and IRA transactions.
- Audited new member packets done in-branch, including personal, business, estate, trust, and representative payee accounts.
- Kept members informed by explaining and introducing credit union products and services, while actively cross-selling when appropriate.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
Teller Service Specialist
United Heritage Credit Union
10.2020 - 12.2021
- Provided exemplary customer service to members by accurately and efficiently processing everyday banking transactions such as deposits, withdrawals, transfers, payments, and more.
- Maintained positive relationships with members and teammates.
- Promoted, cross-sold, and referred credit union products and services to fulfill members’ financial needs.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Established trust with members by providing excellent service and consistent accuracy with transactions.
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
Bachelor of Arts - English
University of Maryland- Global Campus
Maryland12.2025
Associate of Arts - English
Austin Community College
Austin, TX12.2023
Skills
- Account Management
- Teamwork and Collaboration
- Microsoft Office (10 years)
- Technical Writing (6 years)
- Analytical and Critical thinking
- Training and Development
- Excellent Verbal and Written Communication
- Customer Engagement
- Multitasking Abilities
Timeline
Financial Service Representative
Atlantic Financial FCU
06.2024 - Current
Teller Supervisor
Atlantic Financial FCU
04.2023 - Current
Member Service Representative
United Heritage Credit Union
12.2021 - 09.2022
Teller Service Specialist
United Heritage Credit Union
10.2020 - 12.2021
Bachelor of Arts - English
University of Maryland- Global Campus
Associate of Arts - English
Austin Community College
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