Vashti Cheney
Lake Elsinore,CA
Summary
Results-driven service expert with strong track record in client relations and operational efficiency. Adept at problem-solving, process improvement, and providing exceptional customer experiences. Highly collaborative with focus on team success and adaptability to changing needs. Known for effective communication, leadership, and commitment to achieving goals.
Overview
20
20
years of professional experience
Work History
Financial Service Consultant II
Firefighters First Credit Union
Temecula, CA
09.2023 - Current
- Dedication to uphold the credit unions values and reputation by providing exceptional service to every member every time. Assist Members with meeting their financial goals by recommending products and services to best fit their needs. Establish Personal and Business accounts for members using a consultative approach to refer to supporting departments when needed. Submit and process loan applications. Underwriting for all loans submitted. Income calculations and supporting document upload for funding. Prepare all loan applications for completion. Establish Trust accounts. IRA transactions and referral to the Investment team when needed. Cash drawer handling and Vault maintenance. Virtual queue and over the phone assistance for members. Process monthly Audit duties as needed. Notary Public duties and Medallion stamp when needed.
- Collaborated with team members to enhance workflow efficiency and improve service delivery.
Assistant Branch Manager
Frontwave Credit Union
San Marcos, CA
08.2018 - 09.2023
- Manage all activity in the branch on a daily basis for both San Marcos and Escondido branches. Prioritize and assign duties to staff to ensure success and goals are met for the branches. Hiring new staff and training for all branch positions. Create the schedule for both branches on a monthly basis. Team member observations with one on one feedback to ensure team and membership success. Assist members with meeting their financial goals by offering financial solutions and products. Attend community events to represent the Credit Union. Build rapport with active listening and consistent follow up as financial needs change. Achieve an exceptional member service experience with every transaction. Opening and Closing procedures. Compliance training and review for all employees. Open new memberships and cross sell loans and financial services. Balance and audit the ATM. Teller cash dispenser maintenance and audit when needed. Assist staff with general ledger transactions when out of balance and cash transactions. Open Business accounts, Trust accounts, IRA accounts, Fiduciary accounts. Open Vehicle loans, Personal loans, Mortgage applications, Credit cards, Audit duties, Notary Public service, and Financial Counseling. Apply due diligence in all situations to protect members and the credit union.
Mobile Notary Public
Self Employed Notary
Lake Elsinore, CA
04.2018 - 08.2018
- Notary Signing Agent Certified to notarize Mortgage documentation. Performed Acknowledgements and Jurats for all Notary needs. Travel to clients when needed.
- Ensured compliance with state regulations and legal requirements for notarizations.
Sales and Service Advisor
BBVA Compass Bank
Temecula, CA
11.2014 - 04.2018
- Personal Banker, New Accounts, Teller, ATM Custodian, Vault Teller, Audit, Sales Training, Opening and Closing Procedures, Notary Public when needed. Local Business visits to educate about our products and services. Open Business accounts and complete Business loans. Refer to Merchant Services and offer solutions for business banking needs. Mortgage applications and document uploads.
Branch Manager
Vista Paint Corporation
Temecula, CA
05.2006 - 11.2014
- Inventory Control, Training, Hiring, Opening and Closing procedures, Audit all store functions, Event planning, Cash register, Scheduling, Custom eye match all paint, stain, and lacquer. Daily ordering and Special orders. Quality control on all scheduled paint jobs to ensure consistency.
- Developed and implemented strategic initiatives to boost sales performance and market share.
Education
No Degree - Business Management
Mt. San Jacinto College
San Jacinto, CA, High School Diploma -
Mountain View High School
San Jacinto, CA, 06-1992
Skills
- Training and Development
- Team Management
- Client relationship building
- Cash handling
- Consumer and Business loans
- Underwriting
- Audit
- Outlook, Excell, Microsoft
- Notary Public
Timeline
Financial Service Consultant II
Firefighters First Credit Union
09.2023 - Current
Assistant Branch Manager
Frontwave Credit Union
08.2018 - 09.2023
Mobile Notary Public
Self Employed Notary
04.2018 - 08.2018
Sales and Service Advisor
BBVA Compass Bank
11.2014 - 04.2018
Branch Manager
Vista Paint Corporation
05.2006 - 11.2014
No Degree - Business Management
Mt. San Jacinto College
High School Diploma -
Mountain View High School