Sarah Swigart

I have been a part of the Union Deposit Member's 1st FCU branch for eight months. I pride myself on the rapport I continuously build with every member I contact. I develop my relationships through onboarding, Visa Pre Approval, Investments, and Certificate of Deposit calls. I also reach out to members if they tell me that event is coming up soon in their life as a check-in to see how it went. I recently learned how to complete cash orders. I also took on extra duties of completing the Monthly Operation Checklist and the $5 Missing Report. During the last few months, I have become a Recognition and Rewards ARG member.

• Helped a large volume of customers every day with a positive attitude and focused on customer satisfaction.
• I regularly followed up with customers via phone and email to follow up with members on current products and additional products to help with their financial needs.
• I maintain up-to-date knowledge of product and service changes.
• Demonstrated knowledge of branch financial products, including loans and lines of credit
• Notarize documents for members under Member's 1st guidelines
• I assist customers with business and personal accounts through opening and maintenance.
• Maintain friendly and professional customer interactions
• Meets expectations for monthly/yearly goals through the practical task, prioritization, and excellent work ethic
• Actively listened to members, handled concerns quickly, and escalated major issues to supervisors.
• I Recommended products to customers, thoroughly explaining details.
• Assist in fellow coaching associates in operation, service, and sales opportunities.

I was hired at Mid Penn Bank as the Head Teller II. After three years, I have promoted to Assistant Branch Manager. I was able to run the branch while my manager helped support floating teller staff and mergers. I won Assistant Branch Manager of the year in 2019.

• Developed and managed employee schedules, balancing individual requests and requirements with business needs.
• Managed branch size of a team of 2 full-time employees.
• Trained and developed new team members in alignment with branch service standards and objectives.
• Demonstrated knowledge of branch financial products, including loans and lines of credit.
• Identified and capitalized on community business opportunities with effective networking.
• Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
• Built rapport with account holders by reaching out with product recommendations and account updates.
• Conducted monthly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
• Wrote and administered employee performance reviews to monitor customer service and personal sales of 2 -member team.
• Coached and developed branch staff by offering constructive feedback and development training opportunities.
• I supervised the teller line while also completing operational tasks.
• I ordered cash and supplies to meet customer volume.
• I assist customers with business and personal account opening and maintenance.
• I am a loan officer; I can complete Home Equality, Personal, and Auto loans in compliance.
• I recently was sworn in as a notary.

I was hired as a full-time teller for the Colonial Park Branch. After a year, I apply for the Head Teller Position at the Union Deposit Branch. I was then promoted and finished the rest of my time at the Union Deposit Branch.

• Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Maintained friendly and professional customer interactions.
• Exceeded goals through effective task prioritization and excellent work ethic.
• I have worked with customers to understand their needs and provide excellent service.
• Actively listened to customers, handled concerns quickly, and escalated significant issues to the supervisor.
• I supervised 5 Tellers daily.
• I was considered the 3rd supervisor in the location.
• Scheduled employees for effective customer service
• Ordered cash within our limitations for the customer volume
• Helped educate my coworkers with information for our audits and made sure paperwork was neat and organized
• I was able to achieve my sales goal each quarter and also coached my teller staff to achieve theirs as well.

• Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
• Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
• Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
• I helped plan schedules and delegate assignments to meet coverage and service demands.
• Monitored security and handled incidents calmly.
• Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
• Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
• Ran shifts opening and closing the store
• Ran the appropriate paperwork
• Completed Planograms and marketing
• Stocking and recovering shelves
• Cashier
• Overseen vendors

I moved on to a different location to help build a stronger team. I still performed the following.

• Balanced Drawers
• Put together Deposits
• Running Shifts
• Supply Orders
• Created Managers and employees' schedule
• Employee's evaluations
• Cashier
• Cooking
• Customer Service
• Hiring and training new Employees.
• Marketing

I was hired as a cashier for the company, and within six months, I was put into the management program. After a year of being a shift manager, I was promoted to Assistant Manager.

• Balanced Drawers
• Put together Deposits
• Running Shifts
• Supply Orders
• Created Managers and employees' schedule
• Employee's evaluations
• Cashier
• Cooking
• Customer Service
• Hiring and training new employees.
• Marketing