Tashiba Patrick
Leesburg,GA
Summary
Driven professional with over 16 years of experience offering personalized, courteous service with experience in banking, insurance, and customer relationship management. Proven leader with a strong track record of exceeding sales goals, mentoring team members, and delivering exceptional member experiences. Skilled in financial center operations,lending solutions, and compliance. Passionate about developing high-performing teams, driving financial growth and strengthening community relationships,
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Advocate 3
Five Star Credit Union
Leesburg, GA
02.2023 - Current
- Drive branch performance by consistently meeting or exceeding individual and team production goals through strategic member engagement
- Act as a leader on the team by mentoring new hires, supporting training efforts, and reinforcing sales and service standards
- Partner with leadership to support daily branch operations, ensuring efficiency, compliance, and a high-quality member experience
- Analyze member financial needs and recommend lending and deposit solutions that deepen relationships and increase product penetration
- Promote a culture of accountability, teamwork, and service excellence within the center
- Support business development efforts through community involvement and financial education initiatives
- Ensure adherence to all regulatory and operational policies, minimizing risk and maintaining audit readiness
Insurance Specialist
Kemper Life
Macon, GA
01.2015 - 06.2023
- Followed up on denials, late payments, extensions and other special circumstances.
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Utilize Salesforce to document and track customer account details.
- Maintained confidentiality of patient finances, records and health statuses.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Maintained high standards of customer service by building relationships with clients.
- Increased sales by at least 20% MOM within first year
Front Desk Representative
Fairfield Inn & Suites By Marriot
Albany, GA
07.2009 - 01.2015
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
- Collected room deposits, fees and payments.
- Designed employee work schedules to address complete operational needs.
- Updated customer accounts with add-on room charges, minibar use and room service bills.
- Transcribed phone messages and relayed to appropriate personnel.
- Welcomed each new arrival pleasantly and confirmed reservations and identification.
- Oversaw fast-paced front desk operations and guests' needs at busy facility.
- Managed over 50 calls per day while multitasking numerous duties
Production Worker
Equity Group
Camilla, GA
04.2007 - 02.2009
- Supported machine operators in setup and operation of production equipment resulting in efficient runs.
- Unloaded incoming products and moved boxes to staging areas, sorted items and transported to final storage locations.
- Adjusted machines to increase productivity for runs.
- Inspected final products to assess compliance with quality standards and established tolerances.
- Assembled products according to changing daily work orders and specific customer needs.
- Resolved issues quickly to maintain productivity goals.
- Organized work to meet demanding production goals.
Education
High School Diploma -
Colquitt County High School
Moultrie, GA06.1997
Medical Assisting
Moultrie Technical College
Moultrie, GA12.2000
Skills
- Sales & Performance Management
- Member Relationship Management
- Financial Center Operations Management
- Financial Needs Analysis
- Consumer Lending & Credit Solutions
- Mentoring & Training New Hires
- Community Engagement
- Time Management & Operational Efficiency
- Strategic Communication
Certification
Life, Health, and Personal Lines Insurance License
Timeline
Financial Advocate 3
Five Star Credit Union
02.2023 - Current
Insurance Specialist
Kemper Life
01.2015 - 06.2023
Front Desk Representative
Fairfield Inn & Suites By Marriot
07.2009 - 01.2015
Production Worker
Equity Group
04.2007 - 02.2009
Medical Assisting
Moultrie Technical College
High School Diploma -
Colquitt County High School
Personal Information
Title: Insurance Specialist/Sales
Certifications
12-2014