Knowledgeable and dedicated customer service professional with over 15 years experience in financial services. Team player with an outgoing, positive attitude and a customer service focus. Motivated to maintain customer satisfaction and contribute to company success. Career progression demonstrates a commitment to excellence and leadership. Skilled in communication and time management.
Overview
30
30
years of professional experience
Work History
Area Location Manager
Northern Hills Federal Credit Union
12.2023 - Current
Assumes responsibility for the effective and efficient performance of three location's operations
Directly and effectively supervises Spearfish location staff, ensuring optimal performance
Assumes responsibility for maintaining proper cash controls
Assumes responsibility for establishing and maintaining effective, professional business relations with members
Assumes responsibility for the effective administration of location functions
Assumes responsibility for related functions as required or assigned
Branch Office Administrator
Edward Jones
01.2020 - 02.2021
Work as a team with the financial advisor to create new and serve existing clients
Prepare reports and materials for client appointments
Update client data records
Proactively contact clients to schedule appointments and offer additional services
Organize and maintain financial advisor's schedule
Establish ACH, SWPS, transfers, transactions and make deposits in client accounts
Complete and submit insurance applications with ongoing contact and follow up with insurance companies
Organize and maintain the branch
Ongoing training and implementation of new tools and systems to increase branch efficiency
Customer Service and Sales Representative
Prairie Harvest Specialty Foods
09.2018 - 12.2019
Maintain customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Enter orders into Quickbooks after discussing the customer's needs and cross-selling related products
Collaborate with supervisors to provide quality control for customer service, production and output for operations
Utilize effective communication and active listening skills to create client rapport and grow profitability
Teacher/Team Leader
Heritage Christian Academy/BH Christian Academy
08.2016 - 05.2018
Pursued professional development continually by attending educational conferences and teacher training workshops
Enhanced student learning by optimizing wide range of instructional approaches and innovative classroom activities
Collaborated closely with peers to create cross-curricular lessons and activities to integrate learning
Worked cooperatively with other teachers, administrators and parents to help students reach learning objectives
Research, develop and teach educational curriculum
Coordinate and address issues
Problem solve and maintain positive relationships with parents and staff
Responsible for addressing all student behavioral issues and implementing best options for resolution
Mortgage Loan Originator
Black Hills Federal Credit Union
01.1995 - 04.2005
Hired for position of Teller
Promoted to Member Services - including customer service relations personally and by telephone