Nino Keshelashvili
Philadelphia,PA
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Advisor II - Financial Consultant
American Heritage Federal Credit Union
01.2022 - Current
- Serve as a subject matter expert as it relates to all American Heritage deposit and loan-based products and services
- As well as electronic/mobile offerings, which includes but is not limited to: Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc
- Engaged members as their financial consultant/advisor to provide solutions to their perceived and unperceived needs
- Opened new accounts, certificates of deposit, money market accounts, cash management accounts, IRA's, club accounts, and share draft accounts
- Complete necessary documentation for ACH and payroll deductions, input mortgage applications and cross-sell products and services to meet member financial needs/goals
- Processed loan applications, input data, review loan decisions and options with members, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary
- Effectively described features and benefits of American Heritage's products and services so members may realize how their financial goals can be met
- Interviewed loan applicants, processed logs, and prepared loan applications using the automated loan approval system and distributed them to loan officers for their approval
- Gathered background information on members through obtaining credit bureau reports and offering alternative cost-saving financial solutions to members while enhancing relationships and providing ultimate member service
- Cross sells all products/services including loans and third-party affiliates: Insurance Services, Investment and Retirement Center (IRC), American Heritage Realty, First Heritage Financial Services, etc
- Assured quality member service by enthusiastically acknowledging members and ensuring they are promptly and professionally assisted.
Member Experience Advisor
American Heritage Federal Credit Union
01.2021 - 01.2022
- Processed account-related requests including opening basic consumer accounts and performing file maintenance
- Processed basic consumer loan-related requests
- Engaged with members and prospective members to build and deepen trusted relationships by uncovering and recommending appropriate solutions for their short- and long-term financial needs
- Utilized sales tracking systems, member data warehouse programs, and other tools
- Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs
- Assist with Lobby Management including showing members how to use self-serve technology (e.g., PAT, ATM, Mobile Teller, VANA, etc.) to accomplish their basic needs for transactions, account information, and account updates.
Store Manager
City Blue LLC
01.2016 - 01.2021
- Ran the daily operations and sales for the retail store Modeled behavior and coached sales/customer care team to drive the results Achieved taking the team from having the lowest performance and motivation to the top Collaborated with other store managers and led diverse projects successfully Took a balanced approach to regulations, company policy and procedures Interviewed, hired, trained, helped with onboarding and scheduled hours for the team Fostered employee growth environment and promoted merit culture Ensured performance indicators were met in an efficient and timely manner
Assistant Store Manager
City Blue LLC
01.2013 - 01.2016
- Ran the daily operations and sales for the retail store Helped the store manager with interviewing and training stuff Modeled behavior and coached sales/customer care team to drive the results Handled shipment, laying out and transferring the merchandise Helped the store manager with scheduling the team organized the merchandise and pricing according to the season and customer demand Opened and closed the store in partnership with a store manager Counted money at the end of the day and balanced the cash register
Cashier
City Blue LLC
01.2011 - 01.2013
- Ensured the excellent customer service Processed cash, debit, credit transactions using the cash register Handled returns and scanned items Maintained adequate denominations in the cash drawer Answered questions about products and services Reported issues with equipment and customer complaints Reconciled cash drawers and sales receipts
The Market Team Representative
Geonet
01.2008 - 01.2010
The Call Center Operator/Representative
Geonet internet provider
01.2007 - 01.2008
Interpreter/Translator
Newspaper “Sarke
01.2004 - 01.2007
Education
Certified Professional Coder (CPC) -
American Academy of Professional Coder AAPC
of Professional Coder Certified Credit Union Financial Counselor CUNA - Credit Union National Association, Inc. -
Bachelor’s degree - English Language and Literature
Tbilisi Ilia Chavchavadze State University
2003
Skills
Client relationship skills, Analytical thinking, Detail orientation, Interpersonal communication
Certification
Certified Credit Union Financial Counselor
CUNA - Credit Union National Association, Inc.
Timeline
Advisor II - Financial Consultant
American Heritage Federal Credit Union
01.2022 - Current
Member Experience Advisor
American Heritage Federal Credit Union
01.2021 - 01.2022
Store Manager
City Blue LLC
01.2016 - 01.2021
Assistant Store Manager
City Blue LLC
01.2013 - 01.2016
Cashier
City Blue LLC
01.2011 - 01.2013
The Market Team Representative
Geonet
01.2008 - 01.2010
The Call Center Operator/Representative
Geonet internet provider
01.2007 - 01.2008
Interpreter/Translator
Newspaper “Sarke
01.2004 - 01.2007
Certified Professional Coder (CPC) -
American Academy of Professional Coder AAPC
of Professional Coder Certified Credit Union Financial Counselor CUNA - Credit Union National Association, Inc. -
Bachelor’s degree - English Language and Literature
Tbilisi Ilia Chavchavadze State University
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