Accomplished FSR III at Sea West Coast Guard Federal Credit Union, leveraged digital literacy and exceptional communication to enhance financial services for military members. Spearheaded teller operations, training and achieving a notable increase in member satisfaction. Excelled in problem-solving and teamwork, ensuring compliance and operational efficiency.
Overview
11
11
years of professional experience
1
1
Certification
Work History
FSR III
SeaWest Coast Guard Federal Credit Union
09.2022 - Current
Working side by side with the Credit Union Branch Manager, catering to United States Coast Guard Active-Duty Military Members and their dependents, reservists, and retirees, businesses, and other qualifying individuals to educate, deliver and provide professional, quality, financial services.
Manage the daily operations of the credit union's teller staff to ensure efficient and accurate customer service.
Train and coach tellers to achieve desired results in product knowledge, referrals, and customer service
Schedule and oversee the work of all tellers to ensure efficient teller operations during business hours
Ensure compliance with all branch operations policy and procedures, and assist in the supervision of the office
Balance the teller's daily cash transactions, maintain cash limits, and ensure the ATM is adequately supplied.
Perform surprise audit's on the main branch's cash vault, ATM, and teller's cash cans, which requires meticulously verifying and reconciling the amounts of cash held in each of these locations against records and expectations. This ensures accuracy, security, and compliance with financial regulations. This task typically involves detailed counting, documentation, and possibly investigating any discrepancies to maintain financial integrity.
Oversee the process of ordering and sending out currency to meet the credit union's needs and requirements; that involves managing the logistics and ensuring that the credit union has the necessary funds available.
Maintain an adequate supply of inventory, such as negotiable instruments, forms, and other supplies
Research and resolve transaction/cash discrepancies, and introduce customers to other branch team members or bank partners.
FSR
Hawaiiusa Federal Credit Union
02.2015 - 07.2015
Educate, promote, and sell credit union products and services while delivering exceptional customer service to the people of the Island of Maui and it's visitors.
Provide financial services as a teller to assist in maintaining the credit union member's financial accounts, wants and needs.
Sales Associate
Macys Department Store
08.2013 - 12.2014
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Built relationships with customers to encourage repeat business.
Managed returns, exchanges and refunds in accordance with store policy.
Assisted customer's and clients with customer needs and wants. Met and exceeded credit goal expectations. Created and maintained a client list as a sales associate and personal shopper.
Education
Bachelor of Arts - Educational Studies
Ashford University
San Diego, CA
06.2015
Skills
Teamwork and Collaboration
Digital Literacy
Problem-Solving/Resolution
Attention to Detail
Flexible and Adaptable
Dependable, Reliable and Responsible
Excellent Communication
Organization, Time Management and Project Management
Certification
Teller Certification: Sponsored by (HawaiiUSA Federal Credit Union)
Timeline
FSR III
SeaWest Coast Guard Federal Credit Union
09.2022 - Current
FSR
Hawaiiusa Federal Credit Union
02.2015 - 07.2015
Sales Associate
Macys Department Store
08.2013 - 12.2014
Bachelor of Arts - Educational Studies
Ashford University
Teller Certification: Sponsored by (HawaiiUSA Federal Credit Union)
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