Experienced in leading team operations and driving customer satisfaction in a financial setting. Skilled in decision-making, cash handling, and fostering strong customer relationships while ensuring compliance with regulations. Bringing expertise in conflict resolution and collaboration to deliver high-quality service and achieve organizational goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Branch Manager
OnPath Federal Credit Union
Thibodaux, LA
10.2024 - 03.2026
Directed daily branch operations, leading the team to exceed monthly sales goals.
Oversaw daily operations including cash management, opening and closing procedures, account maintenance.
Maintained high level of employee morale to minimize turnover and maximize customer satisfaction.
Facilitated conflict resolution between customers and staff members, improving the branch's reputation for quality service.
Conducted regular audits of branch activities to ensure accuracy in all areas of operation.
Developed strong working relationships with key stakeholders across departments within the organization.
Coordinated promotional events designed to attract new customers into the branch network.
Provided guidance on loan applications while adhering to established credit policies.
Lending Officer
OnPath Federal Credit Union
Thibodaux, LA
07.2023 - 09.2024
Analyzed financial statements and credit reports to assess borrower qualifications.
Negotiated terms of loans with customers in order to secure favorable interest rates for both parties.
Developed a comprehensive understanding of lending regulations and guidelines to ensure compliance with federal, state, and local laws.
Utilized data analysis techniques such as predictive modeling or trend analysis when evaluating prospective borrowers' creditworthiness.
Attended seminars relating to regulatory changes impacting lending practices.
Conducted interviews with potential borrowers to review their financial history and goals.
Created detailed loan documentation packages to expedite the underwriting process.
Identified opportunities for cross-selling additional banking services.
Explained to customers different types of loans and credit options that were available, as well as terms of those services.
Part Time Teller
OnPath Federal Credit Union
Thibodaux, LA
05.2022 - 06.2023
Balanced cash drawer and maintained full accountability for assigned cash on hand.
Developed strong customer relationships by providing excellent customer service and responding to inquiries promptly.
Assisted customers with deposits, withdrawals, and check cashing services in a friendly and efficient manner.
Greeted customers with professionalism and friendly and courteous demeanor.
Verified the accuracy of customer account information prior to processing transactions.
Handled incoming calls from customers regarding their accounts or inquiries about policies in a courteous and professional manner.
Cross-sold bank products to existing customers while meeting sales goals set by management.
Assisted management in bank opening and closing procedures.
Cashier Team Lead
Rouses
Houma, LA
02.2021 - 04.2022
Demonstrated ability to lead and motivate a team of cashiers.
Provided support for other departments as needed, including stocking shelves and cleaning merchandise areas.
Maintained all supplies for front end, as well as candy and tobacco products.
Optimized cashier performance by providing feedback and coaching.
Utilized point-of-sale systems to process payments accurately while managing multiple registers simultaneously.
Coordinated work schedules with department managers to ensure proper coverage of shifts.
Enforced all front-end policies and procedures including dress code and attendance.
Counted cash drawers at beginning of shifts to verify correct amounts.
Assisted with closing duties such as counting money and reconciling receipts.
Delivered customer service by greeting customers and answering any store inquiries.
Cashier
Rouses
Houma, LA
07.2020 - 01.2021
Operated cash register and accurately processed payments, returns, and exchanges.
Maintained cleanliness of the checkout area by cleaning counters, shelves and windows.
Performed opening and closing procedures, such as counting cash register, restocking, and cleaning.
Provided excellent customer service by greeting customers and offering assistance.
Managed large amounts of cash accurately during busy hours in a fast-paced environment.