Efficient and tactful professional seeking a position that offers growth potential. Offering strong knowledge in research, data collection, financial advising, credit building, loan processing, sales, training, payroll, employee relations, and employee development. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
13
13
years of professional experience
Work History
Float Sales Representative
Kemba Financial Credit Union
11.2020 - Current
Research/ Inspect new applicant applications and documents to eliminate fraudulent account openings avoiding a loss to the company
Work closely with risk management to ensure all new account openings are in compliance
Collecting and analyzing data
Assisting potential members with processing documentation for account openings
communicate approval or denial of application to candidates
Increased customer satisfaction by addressing and resolving complaints in a timely manner.
Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
Responded to customer questions via telephone and written correspondence regarding deposit and loan products
Managed a diverse portfolio of clients, ensuring that each received tailored solutions aligned with their specific requirements.
Collaborated with team members to achieve monthly sales targets.
Collected, arranged, and input information into database system.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Member Service Representative/Banker
KEMBA Financial
04.2017 - 11.2020
Assist Members with account needs while providing exceptional customer service
Financial advising to assist members with making wise financial decisions
Educate members on ways to build credit and save money
Originate, pre-underwrite, and close loans
Multi-task in a fast-paced environment while providing exceptional service
Building relationships externally and internally to achieve sales goals and help members
Communicate effectively via email, telephone and face to face in a fast-paced environment
Conduct onboarding presentations for our select Employee Group Orientations
Basic office skills, computer knowledge and research
Self-Managing day to day task to achieve individual and team goals
Building relationships with members so that we are their first choice for all their financial needs
Assistant Manager
Enterprise Holdings
09.2015 - 02.2017
Managing Accounts Receivable/ Payable
Assist with Interviewing and Hiring employees
Managing employee’s hours and schedules
Providing Excellent Customer Services
Maintaining Relationships with Business Accounts
Sales Training and Development
Managing teams of 6 to 10 people
Sales Training Coordinator/Payroll analyst
Safelite Auto Glass
11.2011 - 09.2015
Conducted new hire Sales training classes
Administered test and managed scores
Researched time punches/ monitored adherence
Directly managed teams of 10-20 people and created fun and innovative ways to train
Keeping track of employee’s payroll, work hours, and vacation
Researched unapproved time away while logged in to work and missing/incorrect pay
Kept track of PTO, FMLA, LOA, and ADA
Education
MBA - Mental Health Counseling
Walden University
Minneapolis, MN
05-2026
Skills
Customer relationship building
Interpersonal communication skills
Data entry proficiency
Goal-oriented mindset
Customer support
Records management
Up-selling strategies
Multitasking Abilities
Excellent communication
Attention to detail
Analytical thinking
Conflict resolution
Timeline
Float Sales Representative
Kemba Financial Credit Union
11.2020 - Current
Member Service Representative/Banker
KEMBA Financial
04.2017 - 11.2020
Assistant Manager
Enterprise Holdings
09.2015 - 02.2017
Sales Training Coordinator/Payroll analyst
Safelite Auto Glass
11.2011 - 09.2015
MBA - Mental Health Counseling
Walden University
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