Shelli Harshman
Big Pool,MD
Summary
Achieved President's Club award twice at SECU of Maryland, highlighting exceptional communication and product sales skills. As a Teller Manager at M & T Bank, I led teams to enhance operational efficiency and customer satisfaction. Expert in member support and training, I consistently exceed sales goals.
Results-driven professional focused on delivering exceptional support for member needs. Successfully manages concerns and resolves conflicts to maximize member satisfaction.
Offers strong background in member relations and communication. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
26
26
years of professional experience
Work History
Specialty Member Advisor
SECU of Maryland
04.2013 - Current
- Educated and engaged member's with new bank products and services.
- Opened member's accounts and provided them with details of all of benefits that SECU offer's their member's.
- Selected 2 times for Presidents Club award
- Part of Digital Championship team to assist other employees with digital issues
- Selected for pilot program for Gila
- Assistant AFCM and FCM with various audit requirements monthly.
- Successful in achieving branch and personal sales goal, both monthly and annually.
Teller Manager
M & T Bank
02.1999 - 08.2021
- Interviewed and hired teller candidates to promote adequate staff coverage during operating hours.
- Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
- Evaluated employees' performance annually and offered recommendations for improvement to enhance operations efficiency.
- Trained new employees in cash handling procedures and bank policies to promote compliance with established standards.
- Held monthly operational meetings providing updates to policy changes
Member Service Representative
Healthcare Employees Federal Credit Union
08.2011 - 02.2013
- Opened member's accounts and provided deposit and withdrawal receipts.
- Resolved member's issues through thorough dispute investigation.
- Manually underwrote loans, by pulling credit reports and calculating DTI and unsecured DTI to be within loan guidelines.
- Wrote teller manual for new hires to follow and use as reference.
- Performed monthly audit and cash handling controls.
Education
High School Diploma -
Clear Spring High School
Clear Spring MD06.1991
Skills
- Exceptional communication
- Training and coaching
- Product Sales
- Member Support
Timeline
Specialty Member Advisor
SECU of Maryland
04.2013 - Current
Member Service Representative
Healthcare Employees Federal Credit Union
08.2011 - 02.2013
Teller Manager
M & T Bank
02.1999 - 08.2021
High School Diploma -
Clear Spring High School
Similar Profiles
Kimberly SmithKimberly Smith
Mortgage Loan Officer at SECUMortgage Loan Officer at SECU
KENDRA KYEIKENDRA KYEI
Lead Behavioral Health Technician at MONARCH SECU CRISIS CENTERLead Behavioral Health Technician at MONARCH SECU CRISIS CENTER
Latia CarterLatia Carter
Financial Services Representative I at SECUFinancial Services Representative I at SECU