Goal oriented team player seeking to grow within the company by applying proven interpersonal skills and supervisory experience to ensure successful and efficient branch operations.
Overview
26
26
years of professional experience
Work History
Member Services Representative III
Navy Federal Credit Union
01.2022 - Current
Performed platform account services in the capacity of a universal representative.
Provided support and coaching to team members to enhance the usage of OneView and insights, enabling us to better serve our members and align our efforts towards a common goal.
Facilitated the development and training of new hires by implementing long-term retention strategies that align with branch service standards and objectives.
Facilitate and conduct team huddles to identify opportunities for enhancing NFIS referrals in alignment with branch goals.
As a DI&B Champion, I facilitate morning huddles and engagement group activities to uphold inclusive and safe work enviroment.
Encourage and support the team in fostering discussions among members regarding their financial health. Facilitate participation in financial education and outreach events within the local communities, such as Military Appreciation events, DEP programs, school events, etc.
Increased customer satisfaction by addressing and resolving complaints in a timely manner.
Teller Supervisor
Community First CU of Florida
01.2010 - 01.2022
Ensuring adherence to procedures and confirming that all branch transactions are properly balanced at the end of each day.
Managed teller schedules, ensuring adequate staffing levels during peak business hours.
Maintained consistent balancing of the Vault, TCRs, and ATMs
Mentor new hires on board, ensuring all tellers and member services rep were knowledgeable about products, services, and operational procedures.
Optimized scheduling systems in alignment with branch demands.
Maintained strong knowledge of Credit Union products, services and procedures to assist staff member with questions and help them to reach their sales goals.
Managed budget allocations and monitored spending for the branch.
Collaborated with management to establish branch goals, developing strategies to achieve them.
Performed and reviewed quarterly performance evaluations.
Acting in the capacity of Assistant or Branch Manager. during their absence.
Audit Assistant
Community First CU of Florida
01.2008 - 01.2010
Performed audit procedures and collaborated on improvements to the Credit Union’s operating systems
Assisted in performing evaluations of the Credit Union’s internal control systems
Performed financial audit procedures on the Credit Union’s records and reported findings and recommendations.
Senior Teller
Community First CU of Florida
01.2004 - 01.2008
Responsible for the vault, cash dispenser machines and GL adjustments
Member services area open new membership, Money Market, CD’s
Processed loan and Mortgage applications
Prepared quarterly audit reports for VP Operations Manager
Assisted and trained tellers and senior tellers.
Lead Teller
Community First CU of Florida
01.1999 - 01.2004
Supervised tellers, conducted research, and corrections due to posting errors
Balanced the vault & ATMs daily
Execute daily transactions such as deposits, withdrawals, loan payments opening CDs and Gl adjustments