SUSANA MARTINEZ
El Paso,TX
Summary
Dynamic Universal Experience Representative at First Light Federal Credit Union, adept at enhancing customer relations and driving income generation. Leveraging strong interpersonal skills and operations management expertise, I excel in delivering tailored financial solutions and educating members on technology, consistently achieving high satisfaction rates through effective problem resolution and team collaboration. Results-oriented professional with extensive leadership experience in high-stakes environments. Skilled in strategic planning, operational optimization, and organizational growth. Known for fostering team collaboration and delivering results under changing conditions. Key strengths include strategic vision and stakeholder management. Experienced with strategic planning and execution, ensuring alignment with organizational goals. Uses strong leadership capabilities to inspire and motivate teams toward success. Track record of leveraging financial acumen and stakeholder relationships to drive business growth. Qualified with proven track record of leading high-performing teams and driving strategic initiatives. Successfully managed large-scale projects and implemented innovative solutions to improve operational efficiency. Demonstrated expertise in financial oversight and stakeholder engagement.
Overview
12
12
years of professional experience
Work History
Universal Experience Representaive
First Light Federal Credit Union
02.2013 - 06.2025
- Assists members in an engagement center setting or by using virtual technology. A UER I is responsible for providing exceptional service to our members by identifying and recommending appropriate products and service solutions based on the members financial needs. A UER is responsible for a variety of services, including, but not limited to opening accounts, closing accounts, renewing certificate accounts, transactions, and assisting members with financial education. Responsible for educating members on Credit Union technology. Effectively role models the Credit Union's Core Values.
- Balanced branch general ledgers accurately at the end of each shift, minimizing discrepancies in financial records.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Skills
- Interpersonal skills
- Operations management
- Executive support
- Customer-oriented
- Team leadership
- Administrative skills
- Customer relations
- Quality management
- Vendor negotiations
- Problem resolution
- Motivation
- Team player
- Strategy development
- Workflow planning
- Income generation
- Research and analysis
- Client account management
- Data entry proficiency
LANGUAGES
Spanish - Full Professional
English - Full Professional