Sylvia Cantu
A+ Federal Credit Union
Cedar Park,USA
1
Certification
24
years of professional experience
Financial professional with strong background in financial planning, investment strategies, and risk management. Known for effective collaboration and ability to adapt to changing needs while driving results. Skilled in client relations, financial analysis, and compliance. Dependable and results-focused, bringing balance of analytical skills and teamwork to achieve client goals.
Work History
Financial Services Consultant III
7 Years 1 Month- Provide consistent member focused interactions resulting in positive member experiences
- Support Operational Excellence and daily compliance of Branch Operations
- Practice, observe, and support Consultative Conversation initiative through team member coaching and training
- Coordinated huddles, dialogs, meetings, and sales initiative challenges enhancing team knowledge and skills for improved efficiency
- Provided exceptional member/team member support through effective communication and problem resolution
- Mentored new staff on best practices for member engagement and transaction procedures, fostering a cohesive team environment
Member Service Officer II
4 Years 3 Months- Delivered exceptional member service by addressing inquiries and resolving issues efficiently.
- Processed account transactions accurately, ensuring compliance with credit union policies and regulations.
- Identified potential fraud cases by monitoring suspicious account activity leading to protection of the credit union''s assets.
- Educated members on financial products and services to enhance their understanding of options available.
- Conducted routine audits of accounts, verifying balances and ensuring compliance with credit union policies.
- Collaborated with team members to achieve branch goals and objectives.
Accounting Clerk
5 Years- Managed accounts payable and receivable processes to ensure timely payments and accurate financial records.
- Utilized accounting software for data entry, improving reporting speed and accuracy.
- Reviewed invoices for discrepancies, implementing corrective actions to streamline approval workflows.
- Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
- Collaborated with other accounting clerks to maintain a cohesive and supportive work environment, fostering knowledge sharing and continuous improvement efforts.
- Streamlined daily reporting information entry for efficient record keeping purposes.
Lead Teller
6 Years- Supervised daily operations of teller line to ensure accuracy and efficiency
- Mentored junior tellers, providing training on customer service and transaction processing
- Implemented process improvements that enhanced transaction speed and reduced errors
- Coordinated with management to develop strategies for achieving branch sales goals
- Oversaw compliance with bank policies and regulatory requirements during all transactions
- Resolved complex customer inquiries, ensuring high levels of satisfaction and loyalty
Education
High School - Required Courses
Proficient in Microsoft Office, Word, Works, Excel
Financial Counseling Certification Program - Banking And Finance
Skills
Cash flow management/handling
Strategic thinking
Know your customer
Client confidentiality
Financial product sales
Teamwork and collaboration
Problem-solving
Time management
Multitasking Abilities
Computer skills
Accomplishments
- Supervised team of 7 staff members.
Certification
Certified Credit Union Financial Counselor, Aplus Federal Credit Union, 2025
Languages
Spanish
Limited Working
Timeline
Financial Services Consultant III
A+ Federal Credit Union
05.2019 - CurrentRead More
Member Service Officer II
Aplus Federal Credit Union
02.2015 - 05.2019Read More
Accounting Clerk
Citizens Inc.
02.2010 - 02.2015Read More
Lead Teller
Wells Fargo Bank
06.2002 - 06.2008Read More
Raymondville High School
High School from Required Courses
Read More
America's Credit Union
Financial Counseling Certification Program from Banking And Finance
Read More