Results-oriented financial services professional with expertise in account management and customer relations. Skilled in loan processing and staff training to boost team performance and client satisfaction. Committed to compliance and conflict resolution, consistently delivering service that meets operational goals.
Overview
24
24
years of professional experience
Work History
Senior Financial Services Representative
Arkansas Federal Credit Union
Van Buren, Arkansas
09.2025 - Current
Processed loan applications and conducted initial credit assessments.
Educated clients on credit union services and financial products.
Assisted members with account inquiries and transaction processing.
Collaborated with team members to enhance customer service strategies.
Maintained accurate records of member interactions and transactions.
Trained new staff on policies, procedures, and customer service best practices.
Organized staff meetings, trainings, and team building activities.
Teller Supervisor
Bank OZK
Ozark, Arkansas
04.2025 - 09.2025
Supervised teller staff to ensure compliance with bank policies.
Managed cash handling procedures and daily reconciliation processes.
Monitored teller performance and provided constructive feedback regularly.
Trained new tellers on customer service and operational protocols.
Assisted customers with account inquiries and transaction processing.
Coordinated scheduling to optimize branch coverage during peak hours.
Implemented efficiency improvements in transaction workflows and services.
Resolved customer complaints by facilitating effective communication solutions.
Financial Service Representative
Arkansas Federal Credit Union
08.2024 - 04.2025
Open Personal and Business Accounts, Loans Personal, Auto, HELOC, Credit Cards, Close the Loans. Have NMLN #
End of Month Audits, Vault, TCR, TCD, Security Audits, Retention.
Assisted members with account inquiries and service requests.
Processed loan applications and maintained accurate records.
Explained financial products and services to enhance member understanding.
Managed daily transactions and reconciled discrepancies in accounts.
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Senior Teller
Arkansas Federal Credit Union
09.2023 - 04.2025
Supervise Tellers, Cash Handling, make payments, Handle Disputes.
Assist Members with a warm and professional attitude.
Help to get members/ customers into the right products. Ability to look and see what would help the customer.
Order supplies, Sales, Referrals, Handles the vault. Be the difference in everything I do.
Educated members on credit union products and services for better financial decisions.
Platinum Teller
United Federal Credit Union
12.2021 - 09.2023
Helping gets customers the right product that helps meet their needs. Sales, Referrals
Senior Financial Services Representative at Great Eastern Financial AdvisersSenior Financial Services Representative at Great Eastern Financial Advisers