Natalie Peterson
Murrieta,CA
Summary
I strive to obtain a challenging position that allows me to utilize my current skills to assist in advancing a business that offers a positive balance between work and home life. I am eager to keep expanding my knowledge within new departments. My desire is to be a fun, energetic, and supportive asset to my coworkers but also to my community.
Overview
10
10
years of professional experience
Work History
Branch Supervisor
California Coast Credit Union
08.2022 - Current
- Boosted customer satisfaction with attentive service and prompt resolution of issues.
- Motivated, trained and disciplined employees to meet performance benchmarks.
- Assigned job roles and oversaw performance.
- Handled escalated customer complaints professionally while working towards swift resolutions that maintained client satisfaction levels.
Personal Financial Representative
California Coast Credit Union
03.2019 - 08.2022
- Accountable for providing exceptional service with a focus on cross-selling financial products and services
- Confidently suggest options and services that are in the best interest of member
- High standard of privacy for member information
- Proficiency in reading credit report and explaining it
- Consistently arrive for work on time, follow directions from a supervisor, interact effectively with coworkers, and welcome constructive criticism
- Participation in business development events to increase member growth and retention.
Teller III
California Coast Credit Union
02.2016 - 02.2019
- Assist and provide prompt, friendly, and courteous help to our members in a very fast-paced environment
- Recognizing customer needs through active listening to refer them to the appropriate representative
- Consistently balancing cash drawers with 100% accuracy
- Daily branch duties are completed to ensure documents are kept in line with policy and procedures
- Frequently chosen by management to complete audits of cash drawers, vaults, and ATM machines by means of dual control.
Manager's Assistant
Massage Green Spa
11.2014 - 02.2016
Sales Associate/Merchandiser
Kohl's
07.2014 - 02.2016
Education
High school diploma achieved -
Vista Murrieta High School
06.2014
Skills
- Bilingual (English & Spanish)
- Team Management
- Currency transaction management
- Customer Service
- Relationship Building
- Business development
- Fraud prevention
- Interviewing
- Strategic Planning
- Sales Strategies
- Policy updates
- Security awareness
- Coaching and Mentoring
- Multitasking and Organization
- Performance Management
- Team Leadership
- Decision-Making
- Staff Development and Training
- New Hire Orientation
Affiliations
UNIDOS erg
WOW erg
Timeline
Branch Supervisor
California Coast Credit Union
08.2022 - Current
Personal Financial Representative
California Coast Credit Union
03.2019 - 08.2022
Teller III
California Coast Credit Union
02.2016 - 02.2019
Manager's Assistant
Massage Green Spa
11.2014 - 02.2016
Sales Associate/Merchandiser
Kohl's
07.2014 - 02.2016
High school diploma achieved -
Vista Murrieta High School