Summary
Overview
Work History
Education
Skills
Certification
Family Historian & Genealogy Enthusiast
Work Availability
Accomplishments
Timeline
Generic
Stephanie Alvarez

Stephanie Alvarez

Banking and Insurance
Happy Valley,OR

Summary

Dedicated Assistant Branch Manager with over 10 years of experience in the financial sector, specializing in member services, lending, and branch operations. Proven track record in enhancing member satisfaction and driving branch success through innovative solutions and financial education. Adept at leading teams to achieve organizational goals and foster community growth.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Assistant Branch Manager

iQ Credit union
Portland , Oregon
07.2022 - Current
  • Works closely with the branch manager to attain branch/Credit Union established goals
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Resolved problems, improved operations and provided exceptional service.
  • Manages a team responsible for exceptional customer service standards along with operational soundness and generating revenue for the branch/Credit Union
  • Acts as back up to personal banking team to open new accounts, receive loan requests, and gather credit-related information
  • Ensures the branch is operationally sound
  • Ensures that the Client Service Specialists are trained and competent in explaining all products and services offered
  • Monitors sales and service goals
  • Processes and oversees technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls
  • Routinely and consistently provides guidance and training to the branch team
  • Resolves conflicts unassisted
  • Responsible for satisfactory audits
  • Actively contributes to employee management and training
  • Services complex accounts often
  • Actively coaches and mentors team to deepen customer relations using Integrity Coaching
  • Beginning to independently engage in business development
  • Oversees personal bankers & and tellers or may collaborate with the branch manager to do so
  • Responsible for internal controls in the performance of their assigned duties
  • Responsible for assurance of various policies, procedures, and documents, including the Code of Conduct being followed
  • Build enduring RELATIONSHIPS with clients and each other
  • 2023 Met 14 out of 16 Sales goals for the year
  • On the WVBA board - secretary Jan 2023 to present.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Proven ability to learn quickly and adapt to new situations.

Produce & Floral Manager

Fred Meyer
Gladstone, OR
02.2022 - 07.2022
  • Ensured quality control standards were met for all products or services provided
  • Monitored special orders to promote timely deliveries of floral displays, bouquets and decorative items.
  • Handled product ordering to maintain appropriate stock levels while minimizing waste
  • Delivered exceptional customer service to address inquiries, resolve issues, and enhance overall satisfaction
  • Supervised a team of employees to optimize productivity and achieve business objectives
  • Managed inventory to accurately track stock levels and prevent stockouts
  • Designed and maintained visually appealing merchandising displays to attract customers and increase sales.
  • Supervised 11 employees in Produce/Floral department.

HABA Lead

Fred Meyer
11.2021 - 02.2022
  • Led a team of retail associates, providing guidance and support to ensure successful completion of daily tasks
  • Implemented loss prevention strategies to minimize theft and enhance overall security measures
  • Demonstrated extensive product knowledge to educate customers and increase sales
  • Managed inventory levels to meet customer demand and optimize supply chain efficiency
  • Executed visual merchandising displays to attract customers and drive sales growth.

Assistant Manager Service Deli

Fred Meyer
03.2021 - 11.2021
  • Assist customers, maintain food cases, and sell deli products
  • In the absence of the Service Deli Section Manager, manage and maximize the financial performance of the service deli department
  • Role model and demonstrate the Company's core values of respect, honesty, integrity, diversity, inclusion and safety of self and others
  • Achieves Results through Teamwork, Coaches and Develops Others, Communicates Effectively and Candidly, Executes with Excellence, Leads Change and Innovation, Leads through Positive Influence, Provides Clear and Strategic Direction, Puts the Customer First.

Client Tech Support Rep II

Ampcus/Fiserv
Beaverton, Or
04.2019 - 12.2019
  • Act as the primary Chargeback contact and provides support of Fiserv clients' card portfolio chargeback programs (debit, credit)
  • Performs analysis and chargeback input for a queue of clients: reviews and processes dispute/fraud claims in a timely and accurate manner in support of the department's Service Level Agreements while maintaining awareness of Visa or MasterCard processing timeframes, regulations, and processing changes
  • Research customer inquiries utilizing company resources and document customer conversations, information, questions, corrective action/answers, and product orders in the tracking application
  • Resolve problems by researching and working with other departments
  • Follow through on issues by placing outgoing calls to retrieve additional information or returning calls to offer information regarding resolution
  • Resolve moderately complex issues on behalf of clients in support of dispute resolution processing; compare alternative actions and decide on appropriate approach
  • Respond to inquiries from internal and external clients regarding chargeback requirements, system processing and functionality, dispute lifecycle, claim status and data input.

Member Service Representative II

Providence Federal Credit Union
Portland, OR
09.2018 - 03.2019
  • Maintaining relationships with existing clients or groups of clients to ensure the company is meeting their needs and goals
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Suggest additional products or services, answer client questions and concerns, work to ensure ongoing client satisfaction
  • Retail Branch
  • Lending (Helocs, Personal Loans & Lines, Auto & Toy Loans, Credit Cards)
  • Excellent customer service/problem solving
  • Strong interpersonal, relationship building & teamwork skills
  • Strong assessment and conflict resolution skills
  • Experience working objectively and in a supportive and empathetic way with people in crisis and under emotional and financial stress
  • Ability to analyze customer credit data and other related financial information
  • Thorough understanding of banking operations, product knowledge, sales, and new business development
  • Conducted sales make presentations interview customers in person or over the phone
  • Strong verbal and written communication skills
  • Strong Organization and time management
  • Critical Thinking
  • Teller Transactions
  • Risk Management
  • Compliance
  • Prepare Documents for loan Signing
  • Prepare DMV Documents
  • NMLS
  • Take call center calls as needed.

Senior Member Advisor

Advantis Credit Union
01.2017 - 09.2018
  • Retail Branch
  • Excellent customer service/problem solving
  • Strong interpersonal, relationship building & teamwork skills
  • Strong assessment and conflict resolution skills
  • Experience working objectively and in a supportive and empathetic way with people in crisis and under emotional and financial stress
  • Ability to analyze customer credit data and other related financial information
  • Thorough understanding of banking operations, product knowledge, sales, and new business development
  • Conducted sales make presentations interview customers in person or over the phone
  • Strong verbal and written communication skills
  • Strong Organization and time management
  • Critical Thinking
  • Teller Transactions
  • Risk Management
  • Compliance
  • NMLS.

Personal Banker

US Bank
06.2015 - 09.2016
  • Retail Branch
  • Excellent customer service/relations and with a 85% + satisfaction based on quality scoring calls
  • Strong interpersonal & relationship building skills
  • Ability to analyze customer credit data and other related financial information
  • Thorough understanding of banking operations, product knowledge, sales, and new business development
  • Conducted sales make presentations interview customers in person or over the phone
  • Strong verbal and written communication skills
  • Compliance
  • Ability to analyze customer credit data and other related financial information
  • Helped team achieve Weekly Monthly and Quarterly Goals
  • Made Incentive Every Quarter
  • In the top 5 for production with an average pipe line 750 K

Frontend / Cashier

Fred Meyer
05.2015 - 06.2015
  • Excellent customer service
  • Cash Handling.

Agency Owner / Licensed Agent

Farmers Insurance
01.2014 - 03.2015
  • Excellent customer service/relations and community relations
  • Personal / Business
  • Marketing
  • Hiring and Managing Staff
  • Strong interpersonal & relationship building skills
  • Calculated insurance premiums or awards for organization's products and services
  • Computed financial data; maintain records, reports, or files
  • Conducted sales make presentations interview customers in person or over the phone
  • Filled out business or government forms follow contract, property, or insurance laws
  • Followed contract, property, or insurance laws
  • Provided customer service and sold insurance policies
  • Achieved Life Sales Blue Vase.

Licensed Insurance Agent

AAA Oregon/Idaho
Beaverton/Clackamas, OR
01.2010 - 01.2014
  • Sell Membership Services
  • Calculated insurance premiums or awards for organization's products and services
  • Computed financial data; maintain records, reports, or files
  • Conducted sales make presentations interview customers in person or over the phone
  • Filled out business or government forms follow contract, property, or insurance laws
  • Followed contract, property, or insurance laws
  • Provided customer service and sold insurance policies
  • 1 million book of business in 4 years
  • 80 + % average retention.

Retention Specialist / Collections / High Sales

HSBC Card Service
01.2005 - 01.2010
  • Retained escalated customers who are closing accounts
  • Calculated insurance premiums or awards for organization's products and services
  • Resolved or direct customer inquiries in a professional manner
  • Did a 6 month Care to Collections project
  • Promoted to CSRII after 6 months of employment
  • Won trip to St Thomas for self and spouse top in que for the year
  • Nominated Rookie first month on the floor.

Education

AAS - Business Management,Criminal Justice

Heald College
01.2012

Skills

  • Coaching and Developing
  • Communication Skills
  • Compliance
  • Customer Service
  • New Business Development
  • Strong leadership
  • Interpersonal Skills
  • Relationship Management
  • Staff mentoring and coaching
  • Team Member Collaboration
  • Bank and Safe Deposits
  • Risk Assessment
  • Staff Development
  • Loans
  • Auto insurance
  • Policy renewals
  • Client needs analysis
  • Property insurance
  • Quote information
  • Quotes and sales
  • Account management
  • Banking
  • Customer retention
  • Staff Management
  • Audit preparation
  • Sales expertise
  • Loan expertise
  • Relationship building and management
  • Cash Handling
  • Staff education and training
  • Client Service
  • Product and service sales
  • Cash register operation
  • Merchandising understanding
  • Exceptional customer service
  • Excellent people skills
  • Sales training
  • Multi-tasking strength
  • Problem-solving skills
  • Team Building
  • Customer Relations
  • Sales proficiency
  • Schedule Management
  • Negotiation

Certification

Licensed Life Health Property and Casualty Insurance Agent

Family Historian & Genealogy Enthusiast

  • Research Skills: Extensive experience in conducting detailed archival research, both online and offline, to trace and document family histories.
  • Data Analysis: Proficient in analyzing historical records and data, identifying patterns, and solving complex genealogical puzzles.
  • Attention to Detail: Meticulous in maintaining accurate records and creating comprehensive family trees.
  • Storytelling: Skilled in crafting compelling narratives from historical data to preserve family legacies.
  • Technology Savvy: Proficient with genealogical software and online databases, such as Ancestry.com and FamilySearch.
  • Cultural Understanding: Deep appreciation for historical and cultural contexts that influence family histories.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Received the “Farmers Blue Vase Award” for Life Sales

Timeline

Assistant Branch Manager

iQ Credit union
07.2022 - Current

Produce & Floral Manager

Fred Meyer
02.2022 - 07.2022

HABA Lead

Fred Meyer
11.2021 - 02.2022

Assistant Manager Service Deli

Fred Meyer
03.2021 - 11.2021

Client Tech Support Rep II

Ampcus/Fiserv
04.2019 - 12.2019

Member Service Representative II

Providence Federal Credit Union
09.2018 - 03.2019

Senior Member Advisor

Advantis Credit Union
01.2017 - 09.2018

Personal Banker

US Bank
06.2015 - 09.2016

Frontend / Cashier

Fred Meyer
05.2015 - 06.2015

Agency Owner / Licensed Agent

Farmers Insurance
01.2014 - 03.2015

Licensed Insurance Agent

AAA Oregon/Idaho
01.2010 - 01.2014

Retention Specialist / Collections / High Sales

HSBC Card Service
01.2005 - 01.2010

AAS - Business Management,Criminal Justice

Heald College

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Stephanie AlvarezBanking and Insurance