Susie Coronel
Union City,CA
Summary
Hands on client oriented professional who implements creative investment strategies and is dedicated to continuous improvement. Enthusiastic customer service representative who follows policies and procedures, while offering a friendly customer experience.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Contact Center Representative
San Francisco Federal Credit Union
San Francisco, CA
05.2024 - 08.2024
- Utilized customer relationship management software to document interactions efficiently.
- Resolved member concerns through effective communication and problem-solving techniques.
Assistant Manager
Provident Credit Union
Hayward, CA
01.2019 - 04.2024
- Led team in delivering exceptional member service and ensuring compliance with credit union policies.
- Streamlined operational processes, resulting in improved efficiency and member satisfaction.
- Monitored daily transactions for accuracy, identifying discrepancies and implementing corrective actions.
Financial Service Specialist
San Mateo Credit Union
East Palo Alto, CA
05.2017 - 01.2019
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Developed strong relationships with clients, leading to consistent referrals and a growing client base.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Assistant Manager
Wells Fargo Bank, N.A.
Redwood City, CA
09.2011 - 05.2017
- Mentored junior staff, fostering a collaborative work environment focused on professional growth.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Led weekly team meetings to discuss goals and review performance, fostering culture of continuous improvement.
Bank Teller
Bank of America
Woodside, CA
11.2008 - 12.2011
- Processed customer transactions efficiently, ensuring accuracy in cash handling and account management.
- Educated customers on banking products and services to enhance financial literacy and engagement.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Education
NMLS # 1122508 -
National Mortgage Licensing Center
Certified Credit Union Financial Counselor -
Cuna Mutual Group
High School Diploma -
Sequoia Adult School
Menlo Park, CASkills
- Team leadership
- Time management
- Decision-making
- Complex Problem-solving
- Goal setting
- Sales techniques
Certification
- Licensed Notary Public, Loan Signing Agent - 20+ yrs
Timeline
Contact Center Representative
San Francisco Federal Credit Union
05.2024 - 08.2024
Assistant Manager
Provident Credit Union
01.2019 - 04.2024
Financial Service Specialist
San Mateo Credit Union
05.2017 - 01.2019
Assistant Manager
Wells Fargo Bank, N.A.
09.2011 - 05.2017
Bank Teller
Bank of America
11.2008 - 12.2011
NMLS # 1122508 -
National Mortgage Licensing Center
Certified Credit Union Financial Counselor -
Cuna Mutual Group
High School Diploma -
Sequoia Adult School