Samantha Boyd
Coos Bay ,OR
Summary
Achieved exceptional outcomes at Coast Central Credit Union by surpassing monthly sales targets and spearheading cross-selling strategies. Expert in banking regulations and adept at problem-solving, I enhanced client integration and compliance, contributing to continuous improvement and team success. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
3
3
years of professional experience
Work History
MSR II/New Accounts Officer
Coast Central Credit Union
12.2021 - Current
- Coordinated closely with other departments to ensure seamless integration of new clients into the bank''s ecosystem.
- Contributed to team success by exceeding monthly sales targets and promoting cross-selling initiatives.
- Developed comprehensive knowledge of all bank products, enabling tailored recommendations based on individual customer needs.
- Supported marketing efforts by participating in community events and promoting bank products and services.
- Assisted in training new employees on company policies, procedures, and software systems related to new accounts.
- Conducted regular audits of account documentation, ensuring accuracy and adherence to legal requirements.
- Maintained compliance with banking regulations while processing new accounts and updating existing records.
Education
High School Diploma -
Hoopa Valley High School
Hoopa, CA06.2021
Skills
- Banking regulations knowledge
- Goal-oriented mindset
- Client Confidentiality
- Compliance Monitoring
- Cross-Selling Products
- Problem-solving abilities
- Banking operations knowledge
- Continuous Improvement
Timeline
MSR II/New Accounts Officer
Coast Central Credit Union
12.2021 - Current
High School Diploma -
Hoopa Valley High School
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