Sara Morales
Wichita,KS
Summary
Banking professional with 7 years of experience and over 15 years in customer service and sales. Proven leader skilled in branch operations, staff development and member experience.
Bilingual, highly adaptable. Active member of our community.
Overview
6
6
years of professional experience
Work History
Branch Manager
Mid American Credit Union
Wichita, KS
06.2022 - Current
- Managed branch operations to ensure efficient service delivery and customer satisfaction.
- Developed strategies to increase member engagement and improve overall branch performance.
- Coordinated marketing initiatives to promote credit union products and services effectively.
- Managed staff scheduling, hiring and training processes.
- Resolved escalated customer complaints in a timely manner.
- Performed regular audits of financial records in order to ensure accuracy.
Assistant Branch Manager
Mid American Credit Union
Wichita, Kansas
12.2021 - 06.2022
- Monitored daily operations and supported Branch Manager in necessary duties.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Provided training to new employees on company policies and procedures.
- Provided bank leadership in absence of branch manager.
MSR II
Mid American Credit Union
Wichita, KS
09.2019 - 12.2021
- Originated consumer loan applications, gathering all required customer information needed for loan approval processes.
- Identified and recommended products and services to suit each customers financial needs and requirements.
- Answered customer concerns and queries about financial products via phone conversations and email correspondence.
- Developed relationships with customers, suggested suitable bank services, and met banking needs.
- Maintained accurate and balanced cash drawers by carefully counting funds and quickly investigating any discrepancy.
- Verified the integrity of deposit checks and money orders to protect customers and the bank from fraud.
Education
High School Diploma -
The New America School
Aurora, COCertificate - Income Tax Course
H & R Block
Wichita, KSSkills
- Bilingual
- Team leadership
- Problem solving
- Customer service
- Computer skills
- Fast learner
- Social media advertising
- Customer outreach
- Multi-tasking
Licenses
- NMLS license #2550358
- Notary public license
Timeline
Branch Manager
Mid American Credit Union
06.2022 - Current
Assistant Branch Manager
Mid American Credit Union
12.2021 - 06.2022
MSR II
Mid American Credit Union
09.2019 - 12.2021
High School Diploma -
The New America School
Certificate - Income Tax Course
H & R Block