Nancy Culbertson
Spearfish,SD
Summary
Dedicated Personal Financial Associate with extensive experience collaborating with members, promptly identifying needs and recommending products and services to accomplish members' goals. Strong communicator focused on delivering outstanding member care. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
3
3
years of professional experience
Work History
Personal Financial Associate
Highmark Credit Union
02.2023 - Current
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Managed member relations through communication and helpful interactions.
- Exceeded sales targets consistently by employing strategic selling techniques and building long-lasting relationships with clients.
- Developed strong rapport with members and created positive impression of business.
- Provided product information to members on loans.
- Developed strong member relationships through timely and thorough follow-up on inquiries and concerns.
- Created solutions for members to satisfy specific needs, quality and budget.
- Engaged in friendly conversation with members to better uncover individual needs.
- Performed collections calls when necessary.
- Processed loan applications.
Universal Teller
Highmark Credit Union
06.2021 - 02.2023
- Identified sales opportunities and referred members to branch partners in financial services.
- Established rapport with new members to increase satisfaction and loyalty.
- Maintained high levels of confidentiality while handling sensitive member information during transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Counted, verified and handled bank deposits and armored car transactions.
- Assisted members with opening new accounts, providing expert knowledge on available options.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Educated members on online banking and mobile banking applications.
Education
High School Diploma -
Spearfish High School
Spearfish, SD05.2014
Skills
- Customer service orientation
- Member Engagement
- Oral communication
- Opening and Closing
- Record and File Management
- Goal-Driven
- Work Planning and Prioritization
- Informed Product Selections
- Cash Drawer Management
- Building Member Loyalty
- Process Improvement
- Strong Communication and Interpersonal Skills
- Computer Skills
- Brand Promotion
- Team Cooperation
Timeline
Personal Financial Associate
Highmark Credit Union
02.2023 - Current
Universal Teller
Highmark Credit Union
06.2021 - 02.2023
High School Diploma -
Spearfish High School
Similar Profiles
PRIYANKA R BIWALPRIYANKA R BIWAL
Senior Executive - Office Administration at Crif Highmark Credit Information Services PVT LTDSenior Executive - Office Administration at Crif Highmark Credit Information Services PVT LTD
Angela OlsenAngela Olsen
Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)
Jan SylvesterJan Sylvester
Senior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union LtdSenior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union Ltd
Karsyn BlackKarsyn Black
Patrol Officer at City Of SpearfishPatrol Officer at City Of Spearfish
ROBERT MACKEYROBERT MACKEY
Automotive Technician at Juneks Chrysler Jeep Dodge RamAutomotive Technician at Juneks Chrysler Jeep Dodge Ram