Summary
Overview
Work History
Education
Skills
Community
Additional training
Timeline
Generic

Renee Minus

Schenectady,NY

Summary

Organized and dependable Financial Service Representative, successful at managing multiple projects with a high degree of accuracy and positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented with excellent communication and analytical skills, in-depth understanding of financial products and services.

Overview

21
21
years of professional experience

Work History

Financial Services Representative

Community Resource Federal Credit Union
03.2019 - Current
  • Open and close share accounts such as Savings, Checking, IRA's, Representative payee and Trusts.
  • Input loan applications and disburse moneys once Underwriting has made final decision.
  • Notary Public
  • NMLS
  • Attended multiple networking events promoting Community Resource Federal Credit Union and creating new business relationships.
  • Work with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Mail out checks from loan proceeds to pay off other creditors.
  • Promote refinancing options resulting in excessive credit growth and establishing new membership.
  • Assist with teller line duties when needed, performing cash and check transactions.
  • Assist Back office with debit card issues such as fraud alerts and debit card disputes.
  • Deliver guidance on financial regulations and requirements.
  • Build and establish relationships with clientele to improve future business opportunities.
  • Respond to inquiries from clients and provide financial advice to drive fiscal growth.
  • Maintain updated records of all financial transactions to support traceability.

Service Associate

Community Resource Federal Credit Union
05.2017 - 02.2019
  • Assist Back office with debit card issues such as fraud alerts, debit card disputes and ACH's.
  • Receive, sort, process and distribute incoming mail.
  • Assist in balancing and audits on cash vault and teller drawers.
  • Perform transactions such as check negotiation, cash withdrawals, deposits, transfers and loan payments.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Helped generate sales and identified leads.
  • Responded to customer calls and emails to answer questions about products and services.
  • Provided accurate answers and solutions to customer concerns, inquiries and complaints.

Assistant Manager

Trustco Bank
03.2016 - 05.2017
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Filled in at various locations in absence of management.
  • Traveled to different locations to help retrieve large cash differences and perform audits.
  • Opened Savings and Checking accounts along with inputting loan applications.

Head Teller

Trustco Bank
10.2014 - 03.2016
  • Place supply orders weekly to maintain day to day branch operations.
  • Maintained friendly and professional customer interactions.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Maintained reports and logs for record retention.
  • Balance ATM daily and assist with Teller differences.

Member Service Specialist

State Employees Federal Credit Union
11.2002 - 08.2013
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction.
  • Trained new personnel regarding company operations, policies and services.
  • Recommended specific products and services in alignment with individual needs, requirements and specifications.
  • Promoted superior experience by addressing customer concerns,demonstrating empathy, and resolving problems swiftly.
  • Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.

Education

GED -

Washington Irving
Schenectady, NY
06.2001

Skills

  • Loan Applications
  • Financial Services
  • Customer relationship building
  • Account maintenance
  • Certificates of deposit
  • Teller transactions
  • Cash Handling
  • Microsoft Office
  • Supervising Tellers
  • Risk Management

Community

  • Served as a volunteer for Schenectady City Mission and Safe House preparing and serving lunch.
  • Sorting and packaging food at the Regional food bank
  • Assisted with Hurricane Irene clean up in Rotterdam Junction, helping remove water and debris from flooded homes.


Additional training

  • Bank Secrecy Act
  • Adult Finance
  • Basic accounting concepts for non-financial professionals
  • Personal membership accounts
  • Overview of teller responsibilities



Timeline

Financial Services Representative

Community Resource Federal Credit Union
03.2019 - Current

Service Associate

Community Resource Federal Credit Union
05.2017 - 02.2019

Assistant Manager

Trustco Bank
03.2016 - 05.2017

Head Teller

Trustco Bank
10.2014 - 03.2016

Member Service Specialist

State Employees Federal Credit Union
11.2002 - 08.2013

GED -

Washington Irving

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Renee Minus