Sophie Hurd
Milwaukee
Summary
Detail-oriented professional with a strong background in banking operations and compliance. Known for fostering teamwork and collaboration, consistently meeting regulatory standards while enhancing member engagement through exceptional service.
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
7
7
years of professional experience
Work History
Senior Universal Banker
Summit Credit Union
New Berlin, WI
07.2025 - Current
- Facilitated member transactions, ensuring accuracy and compliance with regulatory standards.
- Developed strong relationships with members to enhance customer satisfaction and retention.
- Assisted in resolving complex member inquiries, demonstrating problem-solving skills and product knowledge.
- Delivered exceptional customer service by consistently going above and beyond to address concerns or resolve issues, leading to increased client retention rates.
- Navigated challenging conversations with customers experiencing financial difficulties, offering compassionate guidance on debt management strategies and available assistance programs.
- Assisted clients in understanding loan products and terms effectively.
- Ensured compliance with regulations and internal policies throughout loan processing activities.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Maintained detailed records of customer interactions, ensuring accurate documentation for future reference.
- Assisted borrowers in understanding repayment options and restructuring existing debts when necessary for improved financial health.
Universal Banker
Summit Credit Union
New Berlin, WI
10.2024 - 07.2025
- Assisted members with account inquiries, providing excellent service to enhance member satisfaction.
- Promoted credit union products and services, increasing member engagement and awareness.
- Educated members on digital banking tools, improving user adoption of online services.
- Collaborated with team members to resolve operational issues, streamlining workflows for better efficiency.
- Maintained up-to-date knowledge of financial regulations to ensure compliance during interactions with members.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Member Service Teller
Summit Credit Union
New Berlin, WI
09.2024 - 10.2024
- Processed customer transactions efficiently, ensuring accuracy in cash handling and record keeping.
- Assisted members with account inquiries, providing exceptional service to enhance customer satisfaction.
- Maintained compliance with credit union policies and procedures during daily operations.
- Collaborated with team members to streamline workflow and improve service delivery times.
- Resolved member issues promptly, fostering positive relationships and loyalty within the community.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- 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.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Receptionist
Lynch Family of Dealerships
Mukwonago, WI
04.2021 - 09.2024
- Managed front desk operations, ensuring efficient workflow and positive first impressions for visitors.
- Expedited invoice processing, ensuring accurate recording of financial transactions in the accounting system.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Streamlined office processes by implementing efficient filing and organizational systems.
- Assisted in inventory tracking of office supplies, maintaining adequate stock levels for daily operations.
- Implemented visitor check-in procedures, enhancing security and organization of guest access.
- Trained new reception staff on customer service protocols and office systems to ensure consistency.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Handled cash transactions and maintained sales and payments records accurately.
- Provided clerical support to company employees by copying, faxing, and filing documents.
Crew Trainer
Culver's Restaurant
Greenfield, WI
04.2020 - 08.2021
- Trained new team members on food safety protocols and customer service standards.
- Developed training materials to enhance onboarding processes for new hires.
- Oversaw daily operations ensuring compliance with health and safety regulations.
- Mentored staff to improve efficiency in food preparation and service delivery.
- Evaluated employee performance, providing constructive feedback for professional growth.
- Set positive example for team members by providing high-quality, efficient service.
- Greeted customers with smile and provided friendly service to professionally handle every need.
- Maintained current knowledge of all team position requirements.
- Monitored food preparation, production, and plating for quality control.
Crew Member
Culver's Restaurant
Greenfield, WI
04.2019 - 04.2020
- Delivered exceptional customer service in high-volume environment, ensuring customer satisfaction and repeat business.
- Operated kitchen equipment and maintained cleanliness to adhere to health and safety standards.
- Collaborated with team members to optimize workflow during peak hours, enhancing overall efficiency.
- Worked front counter, drive-thru and other areas.
- Took orders, prepared meals, and collected payments.
- Collaborated with team members to complete orders.
- Improved customer satisfaction by providing friendly and efficient service at the register.
- Cleaned and maintained all areas of restaurant to promote clean image.
- Provided exceptional customer service, addressing concerns or issues promptly and professionally.
- Operated cash register to ring up final bill and process various forms of payment.
Education
Associate of Science -
Milwaukee Area Technical College
Milwaukee, WI12-2024
High School Diploma -
West Allis Central High School
West Allis, WI06-2020
Skills
- Goal oriented
- Operational efficiency
- Credit analysis
- Relationship management
- Banking operations
- Analyzing data
- Educating clients
- Operations
- Cash ordering
- Teamwork and collaboration
- Customer service
- Attention to detail
Timeline
Senior Universal Banker
Summit Credit Union
07.2025 - Current
Universal Banker
Summit Credit Union
10.2024 - 07.2025
Member Service Teller
Summit Credit Union
09.2024 - 10.2024
Receptionist
Lynch Family of Dealerships
04.2021 - 09.2024
Crew Trainer
Culver's Restaurant
04.2020 - 08.2021
Crew Member
Culver's Restaurant
04.2019 - 04.2020
Associate of Science -
Milwaukee Area Technical College
High School Diploma -
West Allis Central High School