TERI-ANN DIAS MCINTYRE
Community Credit Union of Florida
Palm Bay,USA
1
Certification
23
years of professional experience
Results-oriented Financial Professional experienced in leadership, lending, and financial solutions. Enhanced team performance and drove positive outcomes through effective communication and problem-solving, while improving service efficiency and member satisfaction. Excelled in risk assessment and client relationship management within fast-paced environments.
Work History
Senior Member Service Lender/Interim Manager
11 Years 6 Months- Resolved complex inquiries and complaints, enhancing customer satisfaction through excellent service.
- Build sustainable relationships and trust with customer accounts using open and interactive communication.
- Provide accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints.
- Adhere to federal regulations regarding Know Your Customer requirements when onboarding new customers.
- Answered questions and troubleshot issues, providing accurate information to effectively resolve customer complaints.
- Provide support to staff members on company policies, procedures, and services.
- Built sustainable relationships and trust with customer accounts through open, interactive communication.
- Assist with weekly meetings with team members to discuss goals, objectives, and any challenges encountered.
- Evaluate loan applications to determine creditworthiness and compliance with lending policies.
- Develop customized financial solutions to meet diverse member needs and enhance service satisfaction.
- Mentored new employees in order to maximize their potentials.
- Create weekly schedules based on predicted staffing needs, budgets and employees' requests.
- Delegate tasks to employees to effectively complete projects.
Personal Banker
11 Years 7 Months- Resolved customer issues and improved service quality through direct communication in person and by phone.
- Communicated with customers in person and by phone to promote issue resolution and good customer service.
- Utilized problem-solving skills to address challenges that arose during daily operations.
- Mentored new employees in order to maximize their potentials.
- Upheld established policies and procedures for maximum workplace efficiency.
- Maintained accurate records by documenting all customer interactions and transactions.
- Analyzed financial needs of clients to recommend suitable banking products.
- Cultivated strong customer relationships to enhance satisfaction and retention.
- Facilitated account openings and processed transactions with precision and efficiency.
Education
Bachelor of Arts (B.A.) - Business Administration & Management
- Honoree of Delta Mu Delta
- Honor Roll Fall 2024
- Summa cum laude graduate
- Dean's List for all semesters
- GPA: 3.91 GPA
Associate in Arts (A.A.) - Criminal Justice
- Graduated with Honors
- Honoree of Phi Theta Kappa
- Cum laude graduate
- GPA: 3.67 GPA
Skills
Loan origination
Processing Loan Applications
Loan processing
Credit Card Applications
Monthly audits
Performance review
Employee feedback
Transaction review
Membership registrations
Credit card applications
Banking operations support
Team management
Providing feedback
Certification
- Certified Notary Public
- Certified Credit Union Financial Counselor
- Real Estate License
- National Mortgage Licensing System (NMLS)
Timeline
Senior Member Service Lender/Interim Manager
Community Credit Union of Florida
02.2015 - CurrentRead More
Personal Banker
Wells Fargo
06.2003 - 01.2015Read More
Keiser University
Associate in Arts (A.A.) from Criminal Justice
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Keiser University
Bachelor of Arts (B.A.) from Business Administration & Management
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