Trained and mentored team members on customer service best practices.
Monitored cash handling processes for accuracy and compliance with regulations.
Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
IRAs, CDs, Open Accounts Online and In Person
Loans
Billing Specialist I
7 Months
Affinity Health Group | 10.2022 - 05.2023
Collaborated with insurance providers to verify coverage and facilitate claims processing.
Implemented efficient billing procedures, reducing errors and improving workflow consistency.
Researched and resolved billing discrepancies to enable accurate billing.
Teller/Collections Officer
1 Year 4 Months
Sevenfold FCU | 06.2021 - 10.2022
Processed customer transactions efficiently, ensuring accuracy in cash handling and record-keeping.
Assisted members with account inquiries, providing exceptional service to enhance customer satisfaction.
Worked closely with delinquent members to create tailored repayment plans, providing effective financial solutions that supported long-term account recovery.
Teller
2 Years 4 Months
Centric FCU | 01.2019 - 05.2021
Processed customer transactions with accuracy and efficiency.
Assisted Members with account inquiries and provided tailored financial solutions.
Maintained compliance with regulatory standards and bank policies.
Trained new tellers on operational procedures and customer service excellence.
Collaborated with management to improve workflow efficiency and service delivery.
Resolved customer issues promptly, enhancing overall satisfaction and loyalty.
Opened Accounts
Call Center Representative
1 Year 5 Months
Centric FCU | 08.2017 - 01.2019
Assisted customers with account inquiries and transaction processing.
Collaborated with team members to enhance service delivery protocols.
Adapted quickly to new procedures and system updates for improved performance.
Provided training support to new hires on call handling techniques.
Identified opportunities for process improvements in daily operations.
Education
High School Diploma
Apostolic Christian Training School
Skills
Customer engagement
Professionalism and ethics
Goal setting and achievement
Regulatory compliance awareness
Quality control
Sales and Cross-selling- when best suited for the member
Excellent Multitasker
Certification
Certified Credit Union Financial Counselor (CCUFC)