TATJANA SIMON
Rochester,NH
Summary
Accomplished and detail-oriented professional successful at attaining business goals through financial analysis, budget strategy design and sales development. An experienced financial professional performing due diligence. Accomplished and energetic Director of Sales and Service who follows all policies and procedures to guarantee accuracy and integrity. Motivated leader with strong organizational and prioritization abilities. Proud board member for Rochester Chamber of Commerce. Results-driven professional in sales management, known for high productivity and efficient task completion. Skilled in strategic planning, customer relationship management, and team leadership. Excel in communication, negotiation, and problem-solving to achieve sales targets and business growth.
Overview
8
8
years of professional experience
Work History
Director of Sales & Service
Lighthouse Credit Union
Dover, New Hampshire
11.2024 - Current
- Ensured timely delivery of performance reviews, coaching, and ongoing employee development to drive engagement and accountability.
- Championed innovative initiatives to modernize departmental operations, leverage technology, and enhance organizational competitiveness.
- Maintained comprehensive knowledge of regulatory requirements, compliance standards, and internal policies to ensure operational excellence.
- Served as an active contributor to senior leadership and executive team initiatives, supporting strategic planning and organizational goals.
- Provided proactive communication to leadership regarding critical departmental issues, risks, and opportunities.
- Completed all required compliance, regulatory, and professional development training to maintain industry expertise.
- Partnered cross-functionally to identify growth opportunities, improve member experience, and increase revenue generation.
Assistant Vice President, Regional Sales
Northeast Credit Union
Portsmouth, New Hampshire
05.2022 - 11.2024
- Led strategic initiatives to enhance member engagement and satisfaction.
- Coordinated cross-departmental projects to improve operational efficiency.
- Developed training programs for staff on new financial products and services.
Branch Manager
Northeast Credit Union
Rochester, New Hampshire
02.2021 - 05.2022
- Managed daily branch operations and ensured compliance with banking regulations.
- Supervised staff performance and provided ongoing training and development.
- Developed and implemented strategies to enhance member service experience.
Branch Manager
Northeast Credit Union
Lee, New Hampshire
07.2019 - 02.2021
- Managed daily branch operations and ensured compliance with banking regulations.
- Supervised staff performance and provided ongoing training and development.
- Developed and implemented strategies to enhance member service experience.
Assistant Branch Manager
Northeast Credit Union
Lee, USA
08.2018 - 07.2019
- Examine, evaluate, or process loan applications.
- Establish and maintain relationships with individual or business members or provide assistance with problems these members may encounter.
- Network within communities to find and attract new business.
- Oversee the flow of cash or financial instruments.
- Branch and staff support with teller transactions.
- Open memberships, IRA accounts and business accounts.
- Handling HR issues and payroll.
- Actively involved in community and volunteering.
Senior Member Service Representative
Northeast Credit Union
Portsmouth, USA
04.2018 - 08.2018
- Assisted members with account inquiries and transaction processing.
- Educated members on financial products and services available.
- Resolved member issues through effective communication and problem-solving skills.
- Handled complex transactions while ensuring compliance with credit union policies.
Education
Certification - Member Advantage
Integrity Solutions
09.2025 - 09.2025
Certification - Principles of Management
New England College of Business
04.2017 - 04.2017
Skills
- Active Listening
- Time management
- Committed team player
- Strong interpersonal skills
- Thrives in fast-paced environment
- Critical Thinking
- Exceptional sales skills
- Excellent work ethic
- Self-sufficient
Timeline
Certification - Member Advantage
Integrity Solutions
09.2025 - 09.2025
Director of Sales & Service
Lighthouse Credit Union
11.2024 - Current
Assistant Vice President, Regional Sales
Northeast Credit Union
05.2022 - 11.2024
Branch Manager
Northeast Credit Union
02.2021 - 05.2022
Branch Manager
Northeast Credit Union
07.2019 - 02.2021
Assistant Branch Manager
Northeast Credit Union
08.2018 - 07.2019
Senior Member Service Representative
Northeast Credit Union
04.2018 - 08.2018
Certification - Principles of Management
New England College of Business
04.2017 - 04.2017