SHELAH STEVENSON
Decatur
Summary
Financial professional with extensive experience in credit unions, specializing in consumer loan assessments and member onboarding. Demonstrated expertise in team collaboration and innovative problem-solving, ensuring adherence to regulatory standards. Proficient in Microsoft Office and capable of managing multiple tasks efficiently while delivering exceptional service and training to improve team performance.
Overview
11
11
years of professional experience
Work History
Floating Financial Service Officer
Family Security Credit Union
Decatur
02.2025 - Current
- Reviews applications to develop information concerning consumer loan needs, earnings, and financial conditions.
- Provides assistance with onboarding new customers into banking systems.
- Trains new employees on banking processes and procedures.
- Works with cross-functional teams to achieve goals.
Member Service Representative
Redstone Federal Credit Union
Redstone Arsenal
09.2019 - 02.2025
- Recommended loan approvals and denials based on customer loan application reviews.
- Complied with the regulatory requirements of the Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act.
- Networked to increase the client base and encouraged existing clients to expand their financial portfolios.
- Processed customer requests for financial services per day, including reissued statements, ordered additional checks, and updated customer personal information in the database.
- Assisted customers with setting up or closing accounts, completed loan applications, and signed up for new services.
- Answered customer questions, and explained available services, such as deposit accounts, bonds, and securities.
Teller Supervisor
Alabama Central Credit Union
Decatur
06.2017 - 09.2019
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Researched and resolved customer issues on personal savings, checking and line of credit accounts.
- Examined tellers' reports of daily transactions for accuracy.
- Trained new employees in cash handling procedures, bank policies and to promote compliance with established standards.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Balanced staff and vault at end of day, secured monies in accordance with established procedures, maintained and balanced all off-site ATMs and on-site ATMs.
Branch Utility Specialist
CB&S Bank
Decatur
01.2016 - 06.2017
- Backed up the Branch Operations Specialist: opened checking and savings accounts; balanced vault daily and ATM weekly
- Prepared cashier’s checks and loan checks and assisted with quarterly and monthly audits.
- Answered inquiries regarding checking and savings accounts and other bank related products; attempted to resolve issues and problems with customer accounts.
Teller
CB&S Bank
Decatur
03.2014 - 01.2016
- Identified customers, validated and cashed checks, processed deposits, night deposits, withdrawals, payments, and balanced cash drawer daily.
- Provided quality customer service through courteous and accurate handling of transactions.
Education
High School Diploma -
Decatur High School
Decatur, AL05.2010
Skills
- Microsoft Office: Word, Excel, Outlook, PowerPoint
- Organizational skills
- Professional demeanor
- Innovative problem-solving
- Team collaboration
- Verbal communication
- Active listening
- Written communication
- Multi-tasking ability
- Time management
TOP 5 CLIFTON STRENGTHS
- Includer
- Positivity
- Responsibility
- Restorative
- Developer
Timeline
Floating Financial Service Officer
Family Security Credit Union
02.2025 - Current
Member Service Representative
Redstone Federal Credit Union
09.2019 - 02.2025
Teller Supervisor
Alabama Central Credit Union
06.2017 - 09.2019
Branch Utility Specialist
CB&S Bank
01.2016 - 06.2017
Teller
CB&S Bank
03.2014 - 01.2016
High School Diploma -
Decatur High School