Peter Smullen
Sound Beach,NY
Summary
Detail-oriented individual with exceptional communication skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approaches to identifying and addressing issues, with focus on optimizing processes, supporting team objectives and reaching member goals.
Overview
2026
2026
years of professional experience
Work History
Teller
Teachers Federal Credit Union
01.2012 - 2018
- Processed member transactions accurately, ensuring compliance with credit union policies.
- Assisted members in account inquiries, fostering strong customer relationships and satisfaction.
- Collaborated with team members to streamline transaction processes, enhancing service speed and efficiency.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Financial Service Representative
Teachers Federal Credit Union
2018 - Current
- Opening accounts for new and current members
- Developed tailored financial solutions to meet members' individual needs and goals
- Built relations with members creating an atmosphere of trust and further developing a better understanding of their needs
- Managed member accounts, ensuring accuracy in transactions and compliance with financial regulations.
- Taking in applications on an assortment of loans and credit card products
- Collaborate with other departments to assess issues, share information, stay transparent and achieve goals
Skills
- Proficient in banking programs DNA, Salesforce, Velocity and other various FISERV programs
- Proficient in Microsoft Word, Power Point and basic knowledge of Excel
- Supervisor training involving the monitoring and instructing of employees on proper procedures and etiquette
- Fast/Accurate Cash Handling
- Thriving Interpersonal Skills from working with the public for over fifteen years
- Able to adapt and execute in a changing work environment
- Great Organizational Skills to keep track of important documents, policies and procedures
- Able to take charge of situations and make impromptu decisions
- Approachable and exceptional at prioritizing daily tasks
- Willing to take advantage of any opportunity to further enhance our member’s or potential member’s experiences
Timeline
Teller
Teachers Federal Credit Union
01.2012 - 2018
Financial Service Representative
Teachers Federal Credit Union
2018 - Current