Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Representative
Genisys Credit Union
Belleville, MI
03.2018 - Current
Advised customers on bank products, services and financial planning options.
Capitalized on opportunities to enhance customer experiences and bring in repeat business.
Achieved top satisfaction, retention and referral rankings on consistent basis.
Modified, opened and closed customer accounts.
Put together and executed loan documents.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Member Service Representative
Credit Union One
West Bloomfield, MI
06.2015 - 02.2018
Cross-trained in different internal databases and service positions to help team members meet coverage demands.
Cross-trained on Member Service and bank teller roles in order to provide skilled back-up for customer-facing teams.
Helped members resolve account problems and navigate internal systems to handle routine needs.
Maintained strong knowledgebase of product options and sales promotions to better serve every customer.
Processed cash and check deposits every day.
Bank Teller
Talmer Bank & Trust
Livonia, MI
09.2013 - 05.2015
Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Welcomed customers and offered pleasant service during entire transaction.
Directed specific questions to appropriate branch personnel.
Issued and redeemed money orders, cashier checks, traveler's checks, and savings bonds.
Entered customer transactions into computers to record transactions and issue computer-generated receipts.
Education
Bachelor of Science - Business Administration And Management
Eastern Michigan University
Ypsilanti, MI
Skills
Cross-Selling and Partner Referrals
Relationship Building
Task Prioritization
Products and Services Knowledge
Customer Service-Oriented
Attention to Detail
Certification
Licensed Credit Life & Disability - 2021
NMLS# 2152389
Notary Public
Timeline
Financial Representative
Genisys Credit Union
03.2018 - Current
Member Service Representative
Credit Union One
06.2015 - 02.2018
Bank Teller
Talmer Bank & Trust
09.2013 - 05.2015
Bachelor of Science - Business Administration And Management