Steve Buckingham
Vandalia,OH
Summary
I'm a versatile financial professional with 8+ years of experience in banking and management, excelling in member service and operational efficiency. Skilled in regulatory compliance and maintaining perfect audit standings. Currently serving as Assistant Manager at Wright-Patt Credit Union Northwest Member Center, leveraging leadership and financial expertise to drive member center success.
I will be a diligent Branch Manager using my strong foundation in managing daily operations and team leadership. I have proven success in optimizing workflows and enhancing member satisfaction. I've demonstrated expertise in problem-solving and strategic planning to drive team performance.
With having a strong background in leadership and team management. My track record is in developing strong teams with driving results and ensuring team collaboration. Skilled in strategic planning, problem-solving, and adapting to dynamic environments. Known for reliability, effective communication, and delivering high-quality outcomes.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Assistant Manager
Wright-Patt Credit Union
10.2023 - Current
- Assisted in the management of daily operations, ensuring smooth and efficient workflow
- Supervised and trained a team of 7 employees, providing guidance and support to maximize productivity
- Collaborated with the manager to develop strategies for achieving sales targets and improving customer satisfaction
- Conducted regular inventory checks to maintain accurate stock levels and minimize loss due to shrinkage
- Resolved customer complaints or concerns promptly, ensuring high levels of customer service at all times
- Assumed managerial responsibilities in the absence of the manager, overseeing all aspects of operations
- Developed strong relationships with vendors and suppliers, negotiating favorable terms for procurement of goods
- Managed cash handling procedures, including opening/closing registers, preparing deposits, and reconciling discrepancies
- Monitored employee performance through regular evaluations, providing constructive feedback for professional development
- Developed employee schedules based on business needs while optimizing staffing levels during peak hours
- Assisted in the recruitment, selection, and onboarding of new employees, ensuring a smooth transition into the team
- Conducted regular meetings with staff to communicate goals, expectations, and provide updates on company initiatives
- Maintained a clean and organized work environment, adhering to sanitation guidelines for food safety compliance
Financial Coach
Wright-Patt Credit Union Inc.
01.2021 - 10.2023
- Opening and Closing Accounts
- Helping members with service issues
- Assisting members with Auto Loans and 2nd Mortgages
- Paperwork was submitted properly through Microsoft Office and company program while filed giving our clients the best quality customer service that we can provide
- Helped create strategies to develop and expand existing member base, which resulted in an increase in product that help members through life
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Helped maintain a Perfect Audit standing, while I supported operational needs and insured those aligned with Wright-Patt Credit Union values
Personal Banker II
JPMorgan Chase
11.2018 - 08.2019
- Opening and Closing Accounts
- Helping Clients with service issues
- Assisting clients with Auto Loans and Mortgages
- Paperwork was submitted properly through Microsoft Office and company program while filed giving our clients the best quality customer service that we can provide
- Developed prospects for new loans via outbound calling
- Served as a JPMorgan Chase representative at local businesses and college events
- Helped create strategies to develop and expand existing customer base, which resulted in an increase in annual sales
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Helped maintain a Perfect Audit standing, while I supported operational needs and insured those aligned with JPMorgan Chase values
Financial Sales Representative III
SunTrust Bank Inc
06.2017 - 06.2018
- Exerted my energy to diligently keep providing great customer service and finance consultant habits from previous opportunities.
- File and complete all paperwork through Microsoft Office and company program.
- Concluded all essential training, and education to meet SunTrust guidelines; Teller training, Base Camp-Needs Met Framework, Deposit Account Needs, Savings Needs, Day to Day Transacting
- Needs, Store Engagement.
- Advance Base Camp-Needs Met Framework, Consumer Lending Needs, Outbound Calling, Service to Solutions, Complete any WBTs, Activities, or Observations.
- Summit Training-Needs Met Framework, Small Business Needs, Partner Referrals, Investment Needs: IRAs
- Increased new bank relationships within the local community by executing quarterly promotions
- Assisting clients with Auto Loans and Mortgages
- Developed prospects for new loans via outbound calling
- Served as a SunTrust representative at local businesses and college events
- Helped create strategies to develop and expand existing customer base, which resulted in an increase in annual sales
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Helped maintain a Perfect Audit standing, while I supported operational needs and insured those aligned with SunTrust values
Asst. Finance Manager
JD Byrider/CNAC
12.2014 - 01.2016
- Exerted my energy to diligently keep providing great customer service and finance consultant habits, commencing to show our clients the benefit of being finance through CNAC. Estimate payments on loans based on the client's eligibility through looking over the client's credit report and budgeting their income to seek approval for a line of credit.
- File and complete all paperwork through Microsoft Office and company program.
- Originated auto loans, processed, and closed all loans
- Concluded all essential training, and education to meet JD Byrider/CNAC guidelines.
Insurance Sales Consultant
NTA Life
07.2013 - 07.2014
- Exerted my energy to diligently keep providing great customer service and sales consultant habits, commencing to show the client the benefits and need of every policy, to estimate payments on premiums based on the client's wishes and requirements.
- Processing and filling all insurance documents by company deadlines and standards.
- Concluded all essential training, and education to meet NTA Life guidelines.
Education
Some College - Art & Design, Business
University of Charleston
Charleston, WV05.2002
Some College - Art, Business
Miami University of Middletown
Middletown, OH05.1999
High School Diploma -
Trotwood-Madison High School
Trotwood, OH05.1997
Skills
- Leadership (3 years)
- Experienced in loan processing
- Extensive banking experience
- Three years of management
- Budget oversight experience
- Proficient in Microsoft Office
- Team supervision experience
- Problem-solving
- Time management
Certification
- NMLS December 2018 to Present
- Certified Notary Public August 2019 to August 2024
Timeline
Assistant Manager
Wright-Patt Credit Union
10.2023 - Current
Financial Coach
Wright-Patt Credit Union Inc.
01.2021 - 10.2023
Personal Banker II
JPMorgan Chase
11.2018 - 08.2019
Financial Sales Representative III
SunTrust Bank Inc
06.2017 - 06.2018
Asst. Finance Manager
JD Byrider/CNAC
12.2014 - 01.2016
Insurance Sales Consultant
NTA Life
07.2013 - 07.2014
Some College - Art & Design, Business
University of Charleston
Some College - Art, Business
Miami University of Middletown
High School Diploma -
Trotwood-Madison High School