Nicole McFarlane
Salem,OR
Summary
Professional with strong background in financial services, prepared to deliver impactful solutions. Adept at leveraging analytical skills, financial acumen, and customer engagement to drive results. Known for fostering team collaboration, adaptability, and reliability in dynamic environments. Equipped with expertise in financial analysis, client relations, and strategic problem-solving.
Overview
13
13
years of professional experience
Work History
Financial Solutions Representative
First Tech Federal Credit Union
09.2022 - Current
- Processing day to day transactions such as deposits, withdrawals, wires, and payments
- Following proper state and federal regulations for transactions, new accounts, and new people coming to the credit union
- Taking both monthly and yearly training to stay up to date on all procedures
- Creating detailed notes for a meaningful follow up with members
- Using tools given to us to show the value of accounts with First Tech
- Imputing account and routing numbers in order to successfully route deposits and payments to come in and out of accounts both with First Tech and outside of First Tech
- Complete all paperwork and tasks within a specific time range
- Most needing to be completed and archived the same day
Customer Service Representative
Wells Fargo
12.2014 - 05.2015
- Completed and processed paperwork and records and entered important data in company CRM
- Recognized and solicited new business leads
- Documented detailed notes in CRM system to track customer interactions
- As well as responded to customer questions and complaints and documented the consumer communications in the CRM system
- Researched assistance requests and offered accurate information to resolve issues and respond to inquiries
- Addressed customer concerns and complaints and resolved issues promptly
- Provided solutions, recommendations, and replacements with empathy and positive feedback
Assistant Manager
Clearwater Spas
08.2011 - 10.2014
- Worked on the sales floor and interacted with customers and employees to maximize and expand potential
- Created and implemented innovative business strategies to drive record sales growth
- Established customer relationships to generate more business, maintain store profitability, and expand brand loyalty and recognition
- Issued refunds, merchandise exchanges, and price adjustments in compliance with company policies
- Issued detailed responses to complaints resolving customer service issues in a timely manner
- Implemented and supervised maintenance and sanitation standards for equipment and instruments
- Directed marketing and promotional plans based on industry and operational knowledge to develop new revenue streams
- Monitored and controlled department budget, revenue, and contained expenses, reviewing monthly profit and loss statements to identify areas in need of improvement
- Increased employee job satisfaction with hands-on, motivational approaches
- Developed and optimized spa's sales, marketing, and promotional strategies
- Built relationships with vendors and monitored the supply chain to spot and correct deficiencies
Education
Associate of Applied Science - Business Management
Chemeketa Community College
Salem, ORSkills
- Multitasking
- Verbal Communication
- Problem Solving
- Time Management
- Goal Oriented
- Administrative management
- Microsoft Office
- Notary Public for Oregon
Timeline
Financial Solutions Representative
First Tech Federal Credit Union
09.2022 - Current
Customer Service Representative
Wells Fargo
12.2014 - 05.2015
Assistant Manager
Clearwater Spas
08.2011 - 10.2014
Associate of Applied Science - Business Management
Chemeketa Community College
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