Skye Afatasi
Senior Financial Representative
Saint George,UT
Summary
Organized and dependable candidate with a proven track record of effectively managing multiple priorities while maintaining a positive attitude. Known for a strong work ethic and willingness to take on additional responsibilities to ensure the success of team goals. Seeking a full-time position that offers professional challenges where interpersonal skills, exceptional time management, and problem-solving abilities can be utilized to provide outstanding service and contribute to the growth and success of the organization. Thriving in fast-paced environments, adept at navigating complex situations with diplomacy and tact. Eager to leverage a diverse skill set to deliver results for Zions Bank.
Overview
9
9
years of professional experience
Work History
FSR II
Mountain America Credit Union
5 2021 - Current
- Recognized by management for providing exceptional member service
- Provided excellent service to members both face-to-face and over the phone
- Completed day to day duties accurately and efficiently
- Prioritized and organized tasks to efficiently accomplish service and production goals
- Collaborated with others to discuss new ideas and opportunities
- Maintained updated knowledge through continuing education and advanced training
- Answered 20+ phone calls per shift to assist with customer questions and concerns
- Identified needs of customers promptly and efficiently
- Engaged in conversation through use of effective interpersonal and people skills
- Exceeded member satisfaction by finding creative solutions to problems
- Assisted with member requests and questions to improve overall satisfaction
- Worked with cross-functional teams to achieve goals
- Planned and completed group goals and projects, working smoothly with others.
MSR II
Mountain America Credit Union
01.2020 - 05.2021
- Liaised between branches regarding best practices and operations
- Directed specific questions to appropriate personnel
- Composed, typed, and mailed statements and correspondence related to discrepancies and outstanding balances
- Entered member transactions into computers to record transactions and issue receipts
- Counted currency, coins, and checks received to prepare for deposit or shipment to branches or Federal Reserve Banks
- Verified amounts and integrity of every check or funds transfer
- Balanced daily cash deposits and vault inventory with zero error rate
- Adhered to financial services security and audit procedures
- Identified transaction errors when debits and credits did not balance
- Placed stop payments, ordered checks, and conducted additional special services for customers.
Personal Banker
JPMorgan Chase Bank
02.2015 - 12.2019
- Identified potential fraud risks on accounts and reported suspicious activities
- Maintained and built strong client relationships through quality, personalized interactions
- Informed customers of procedures for depositing checks and applying for debit and credit cards
- Interviewed customers to obtain information needed for opening new accounts or renting safe deposit boxes
- Met with clients to analyze financial needs and maximize sales opportunities
- Followed operational standards, promoting security, risk management, and compliance
- Advised clients on various financial products available
- Maintained customer data confidentiality while inputting information into system.
Education
Associate of Science in Environmental Science -
Dixie State University
GED - undefined
Pine View High School
Skills
Accomplishments
- Top of the Mountain Achiever
- 1M Dollar Club each year
- 3M Dollar Club 2022
- Received Sales Recognition from RM, Laurie Sandstrom
Timeline
MSR II
Mountain America Credit Union
01.2020 - 05.2021
Personal Banker
JPMorgan Chase Bank
02.2015 - 12.2019
FSR II
Mountain America Credit Union
5 2021 - Current
Associate of Science in Environmental Science -
Dixie State University
GED - undefined
Pine View High School