Summary
Overview
Work History
Education
Skills
Timeline
Generic

Skylar Walter

New Caney

Summary

Dynamic financial professional with extensive experience at Community Resource Credit Union, excelling in financial analysis and customer service. Proven track record in streamlining operations and enhancing audit support. Committed mentor fostering team development, leveraging integrity and trustworthiness to build strong member relationships and drive cross-sell opportunities.

Overview

11
11
years of professional experience

Work History

Sr. Personal Financial Officer

Community Resource Credit Union
05.2016 - Current
  • Assisted members with their account and loan needs while also reviewing their credit report for cross-sells opportunities that would benefit them.
  • Streamlined financial operations for increased efficiency by consolidating financial systems.
  • Assisted in the successful completion of audits, providing timely responses to all queries.
  • Mentored new financial officers, fostering professional development through ongoing training opportunities and targeted feedback on performance improvement areas.

Teller

Wells Fargo
03.2014 - 05.2016
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.

Education

High School Diploma - General Studies

Dayton High School
Dayton
06.2012

Skills

  • Financial analysis
  • Regulatory compliance
  • Credit evaluation
  • Audit support
  • Cash management
  • Customer service
  • Team building
  • Employee training
  • Relationship management
  • Mentoring
  • Integrity and trustworthiness
  • Financial auditing

Timeline

Sr. Personal Financial Officer

Community Resource Credit Union
05.2016 - Current

Teller

Wells Fargo
03.2014 - 05.2016

High School Diploma - General Studies

Dayton High School
Skylar Walter