Samuel Frields

• Gather large amounts of data from various sources to prepare forecasts and evaluate trends of KPIs and operational metrics for the executive team and board members.
• Interpret the needs of the reporter to get consistent and accurate data across the credit union.
• Use SQL and BI software to extract data from multiple sources to create specific, easy-to-understand visuals.
• Assist in the integration of internal and external data tools and products, maintaining stability and performance across systems.
• Identify or monitor current and potential customers using business intelligence tools.
• Worked closely with management to prioritize business and information needs.

Returned upon management’s urgent request, showcasing commitment to organizational needs, and a strong performance history.

• Demonstrated attention to detail, and dedication to service delivery.
• Regularly exceeded performance expectations, enhancing customer satisfaction.
• Supported urgent card operations during high-volume periods.

• Managed balancing and ordering of cash for the vault, ATM, and ITM.
• Ensured precise cash counts and reconciliations, maintaining financial integrity.
• Trained, coached, and motivated teller staff to deliver exceptional service.
• Fostered a collaborative work environment focused on accuracy and compliance.
• Demonstrated strong adherence to banking regulations and internal controls.

• Facilitated customer conversations to identify needs and resolve issues effectively.
• Updated databases with accurate customer information to enhance data integrity.
• Managed Gift & Prepaid Card program for entire credit union, ensuring compliance and efficiency.
• Assisted in the maintenance and balance of plastics.
• Printed and mailed Debit Cards for members in a timely manner.

• Addressed member inquiries regarding products and services efficiently.
• Processed cash and check deposits with precision.
• Achieved targets for member experience, transaction accuracy, and product cross-sell initiatives.