Dynamic professional with extensive experience in financial services, notably at NFCU. Excelled in transaction processing, financial advising, organizational, relationship-building and documentation skills. Demonstrate a self-motivated nature and exceptional team collaboration. I have 10 years of related experience and continuously enhance my skills through active participation in professional development.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Universal Banker II
First Guaranty Bank
01.2024 - Current
Open checking, savings, money market and certificates of deposit accounts and order checks, debit cards and furnished online banking details to facilitate new transactions.
Cash checks, accept deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Assist customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Provide exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
Maintain accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
Contribute to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
Shaner Investments
Courtyard by Marriott
06.2023 - 01.2024
Contributed to a positive work environment through punctuality, reliability, and open communication with coworkers and supervisors alike.
Collaborated with housekeeping and maintenance teams to ensure timely room readiness for arriving guests.
Participated in weekly team meetings to discuss service enhancements and resolve operational issues.
Created welcoming and comfortable environment for guests.
Maintained high level of professionalism and discretion when dealing with guests.
Member Service Representative II
Navy Federal Credit Union
06.2018 - 06.2023
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Helped large volume of members every day with positive attitude and focus on member satisfaction.
Assisted members with account management, including opening accounts, updating personal information, setting up automated payments, processing loan applications, vehicle title work, and counsel members about different loan options, products and services.
Reviewed debt to income ratios, the value of collateral offered, obtain payoff information on existing loans, verified employment and additional information as requested.
Handled complaints with prompt, courteous service to uphold professional reputation.
Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to members.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Customer Service Representative
Justice Federal Credit Union
01.2017 - 04.2018
Managed a high volume of calls daily, maintaining composure under pressure while providing exceptional service.
Demonstrated excellent multitasking abilities by simultaneously handling multiple tasks such as navigating systems, taking notes on calls, and answering inquiries from clients.
Handled escalated customer complaints effectively, leading to satisfactory resolutions for both the client and the company.
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Exceeded first-call resolution targets by actively listening to customers'' concerns and addressing them thoroughly.
Collaborated with other departments when necessary, ensuring seamless support for customers across multiple areas.
Maintained a thorough knowledge of products and services to provide accurate information to customers.
Participated in ongoing training sessions, continuously enhancing product knowledge and customer service skills.
Education
High School Diploma -
Moorefield High School
Moorefield
05-2009
Skills
Branch operations
Cash handling proficiency
Account openings and closures
Transaction processing (payments, deposits, withdrawals, wire transfers, and ITM balancing)
Financial Advising and Relationship Building
Loan origination, processing and title work
Document preparation
Team collaboration
Self-motivated nature
Certification
Certified Scuba Diver
Timeline
Universal Banker II
First Guaranty Bank
01.2024 - Current
Shaner Investments
Courtyard by Marriott
06.2023 - 01.2024
Member Service Representative II
Navy Federal Credit Union
06.2018 - 06.2023
Customer Service Representative
Justice Federal Credit Union
01.2017 - 04.2018
Certified Scuba Diver
High School Diploma -
Moorefield High School
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