Nicholas Mouhteros
Chehalis,WA
Summary
Astute KYC Case Lead Support in Corporate and Investment Banking, known for unparalleled productivity and efficiency in task completion. Possess specialized skills in customer due diligence, risk assessment, and regulatory compliance. Excel at communication, problem-solving, and teamwork, ensuring seamless operations and compliance with global financial regulations. As well as Team leadership and training .
Overview
7
7
years of professional experience
1
1
Certification
Work History
Lead Member Consultant
WSECU
Tumwater, WA
01.2022 - Current
- Loan Origination, and processing ranging from Credit cards, Auto loans , and Home Equities
- Offered guidance on how to best use credit union services to meet their financial needs.
- Attended training sessions for product knowledge updates.
- Reconciled discrepancies between teller work and computer system totals, for both team and myself.
- Assisted in opening new accounts for members.
- In depth research and mitigation of fraud on member accounts.
- Daily leadership and managing of team
- Training team members
- Hiring of new employees
Member Consultant
WSECU
Lakewood, WA
04.2019 - 12.2021
- Loan work
- Provided excellent customer service to members and potential members.
- Processed deposits, withdrawals, transfers and loan payments.
- Offered guidance on how to best use credit union services to meet their financial needs.
- Assisted in opening new accounts for members.
- Cross-sold additional products and services to existing members.
Contact Center Rep
WSECU Contact Center
Olympia, WA
10.2017 - 04.2019
- Maintained call logs and records of customer interactions using CRM software.
- Resolved customer complaints or escalated them to the appropriate personnel as needed.
- Maintained records of customer accounts including transactions and balances.
- Informed customers about new products or services available through the bank.
- Responded quickly to customer inquiries about possible fraudulent activity on their accounts.
- Utilized various software programs including Microsoft Office Suite for data entry purposes.
Education
Associates - Visual Communications
ITT
Tampa, FLSkills
- Microsoft Office Suite
- Symitar/Jack Henry operations
- Visa DPS access and knowledge
- Customer Service
- Sales strategy development
- Team Training
- Account Management
- Adobe Suite Proficiency
- Corrective Action Planning
- Staff Recruitment and Hiring
- Excels in team leadership
Projects
Coconut, Point person of Onboarding for Lakewood. Developed training exercises as well as learning material for the team to understand the new appointment software. Was Point person in meetings for my branch and was a prominent participant in asking questions and problem solving future issues.
Certification
- Money Management Essentials via APCE
Timeline
Lead Member Consultant
WSECU
01.2022 - Current
Member Consultant
WSECU
04.2019 - 12.2021
Contact Center Rep
WSECU Contact Center
10.2017 - 04.2019
Associates - Visual Communications
ITT
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