Rebecca Catherine Weaver
Branch Manager/Loan Officer
Sugar Run,PA
Summary
Dedicated professional with a background in member services, known for strong communication and customer service skills. Experienced in resolving client concerns and providing tailored financial advice to improve client outcomes.
Overview
3
3
years of professional experience
Work History
Loan Officer
P&G Mehoopany Emplyees Credit Union
Wyalusing, PA
11.2023 - Current
- Maintained strict confidentiality of bank records and client information.
- Advised clients on loan options, terms, and conditions to meet financial goals.
- Evaluated loan applications to determine eligibility and risk factors.
- Conducted thorough credit analysis to support informed lending decisions.
- Built and maintained strong relationships with clients through effective communication.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Branch Manager
P&G Mehoopany Emplyees Credit Union
Wyalusing, PA
11.2023 - Current
- Led branch operations, ensuring compliance with regulatory standards and internal policies.
- Developed and implemented strategic initiatives to enhance member engagement and satisfaction.
- Oversaw daily financial transactions and account management for members, ensuring accuracy and efficiency.
- Trained and mentored staff on best practices in customer service and operational procedures.
- Analyzed branch performance metrics to identify areas for improvement and drive growth strategies.
- Fostered collaborative relationships with local businesses to increase membership base and service offerings.
- Maintained friendly and professional customer interactions.
- Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
Member Service Representative
P&G Mehoopany Emplyees Credit Union
Wyalusing, PA
01.2023 - 11.2023
- Educated members on credit union products, enhancing understanding and engagement.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Verified customer identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
Education
High School Diploma -
Wyalusing Valley High School
Wyalusing, PASkills
- Relationship building and management
- Documentation review
- Sales expertise
- Credit analysis
- Team player
- Regulatory compliance
- Written and verbal communication between clients and outer offices (Outlook/Ring Central)
- Typing 55 wpm
Timeline
Loan Officer
P&G Mehoopany Emplyees Credit Union
11.2023 - Current
Branch Manager
P&G Mehoopany Emplyees Credit Union
11.2023 - Current
Member Service Representative
P&G Mehoopany Emplyees Credit Union
01.2023 - 11.2023
High School Diploma -
Wyalusing Valley High School