Dynamic professional with extensive experience at America First Credit Union, excelling in accurate financial transactions and fostering strong member relationships. Proven ability in cross-selling financial products while maintaining confidentiality and compliance. Recognized for exceptional interpersonal skills and adaptability in fast-paced environments, contributing to team success and enhancing member satisfaction.
Overview
5
5
years of professional experience
Work History
Teller
America First Credit Union
Salt Lake City
10.2022 - Current
Accurately processed a wide range of financial transactions, including deposits, withdrawals, transfers, loan payments, credit card payments, and check cashing, while ensuring compliance with internal controls and security procedures.
Provided prompt, courteous, and knowledgeable service to members, helping to build strong relationships, and enhance the overall member experience.
Educated members on available financial products and services, such as checking and savings accounts, loans, credit cards, and digital banking tools, identifying opportunities to refer them to appropriate departments or specialists.
Maintained an organized and balanced cash drawer daily, performed end-of-day balancing and reconciliation, and followed procedures for resolving discrepancies when necessary.
Assisted members with account inquiries, transaction histories, and basic problem resolution, while maintaining a high level of confidentiality and professionalism.
Supported branch operations by adhering to all credit union policies, federal banking regulations, and security standards, including proper identification verification, and fraud prevention measures.
Contributed to team goals by participating in sales promotions, meeting referral targets, and providing feedback to improve member service strategies.
Demonstrated adaptability and reliability by stepping in to support other departments or branches when needed, maintaining flexibility in a fast-paced environment.
Sales Representative
Beacon Waterproofing
West Valley City
05.2020 - 09.2022
Served as the first point of contact for clients, vendors, and visitors, delivering a professional and welcoming front-office experience for a busy building materials supplier.
Answered and directed incoming calls using a multi-line phone system, responded to inquiries, and ensured efficient communication between departments, and external contacts.
Managed front desk operations, including greeting walk-in customers, logging deliveries, coordinating appointments, and maintaining a clean and organized reception area.
Provided administrative support to sales and warehouse teams by preparing documents, managing schedules, filing invoices, and processing basic purchase orders.
Handled incoming and outgoing mail, packages, and shipments, ensuring timely and accurate distribution to appropriate departments.
Maintained accurate records of customer interactions, deliveries, and supply orders, contributing to improved office organization and workflow.
Assisted with inventory tracking and basic data entry related to building materials, supporting warehouse coordination, and customer service functions.
Demonstrated strong time management, multitasking, and communication skills in a fast-paced, team-oriented environment.
Education
High School Diploma -
Granger High School
West Valley City, UT
05-2020
Skills
Accurate in financial transactions, cash handling, drawer balancing, and daily reconciliation
Experienced in account servicing, loan processing, credit applications, new account setup, and wire transfers
Knowledgeable in federal banking regulations, compliance, fraud detection, and account security practices
Proficient in cross-selling financial products and services, including CDs, IRAs, and money markets
Strong interpersonal and relationship-building skills, with a focus on empathy, active listening, and conflict resolution
Delivers professional, high-quality customer service in fast-paced, high-pressure environments
Clear verbal communicator with strong business writing, email correspondence, and presentation skills
Skilled in interpreting financial documents, and using sound judgment in transaction approvals, and account maintenance
Maintains client confidentiality, and builds trust through integrity and discretion
Experienced with front desk operations, multi-line phone systems, appointment scheduling, and calendar management
Organized and efficient in document handling, data entry, digital filing, and office administration
Proficient in the Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), and banking systems
Strong attention to detail, time management, and organizational skills
Dependable, adaptable, and proactive, with a positive, service-oriented mindset
Demonstrates leadership, professionalism, and a polished demeanor in all interactions