A detail-oriented professional with 9 years of comprehensive experience in financial services. Polished in managing branches, promoting and marketing branch products and allocating funds. Deeply familiar with banking rules, fraud prevention and regulations. Accomplished in team training, leadership and motivation.
Overview
9
9
years of professional experience
Work History
Assistant Branch Manager
Harvesters Credit Union
Pensacola, FL
12.2022 - 06.2026
Facilitated daily branch operations ensuring compliance with credit union policies and procedures.
Assisted in training and mentoring new staff to enhance service delivery and operational efficiency.
Implemented process improvements to streamline member services and reduce wait times.
Managed branch schedules, optimizing staffing levels to meet member needs effectively.
Analyzed branch performance metrics to identify growth opportunities and improve service offerings.
Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Trained and developed new team members in alignment with branch service standards and objectives.
Conducted thorough audits to assess compliance with policies and regulations.
Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
Facilitated communication between clients and underwriters to streamline loan processing.
Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
Fraud Specialist
TSYS Managed Services
Huntsville, AL
05.2022 - 11.2022
Conducted reviews of flagged transactions and reports that showed potential suspicious activity.
Input information regarding fraud investigations into detailed reports for submission to clients.
Communicated with customers and company personnel, utilizing active listening and interpersonal skills.
Determined existing fraud trends by analyzing accounts and transaction patterns.
Teller
North Alabama Educators Credit Union
Huntsville, AL
09.2019 - 11.2021
Executed teller functions as required.
Processed night deposits each morning prior to opening.
Balanced vault operations efficiently.
Established new checking, savings, and credit lines for clients.
Provided customer support via phone and in-person, addressing inquiries and offering solutions.
Investigated and resolved issues related to personal savings, checking, and credit lines.
Trained staff on cash drawer management.
Monitored and reported suspicious activities to security personnel as necessary.
Lead Teller
Gulf Winds Federal Credit Union
Brewton, AL
01.2017 - 05.2019
Assisted coworkers by demonstrating leadership skills within the credit union.
Supported team efforts to achieve $1 million in loan sales during the first year.
Expanded knowledge of banking products through participation in training classes and workshops provided to employees.
Achieved or surpassed sales targets by promoting bank products during customer interactions.
Conducted weekly cross-training observations with financial service representatives.
Executed daily campaign calls to explore potential loan sales.
Collaborated with the head teller in loading and balancing the ATM.
Guided new employees while supporting the team in maintaining compliance and enhancing product knowledge.