Summary
Overview
Work History
Education
Skills
Timeline
Generic

YOLANDA V. HERNANDEZ

San Antonio

Summary

To establish the position of Financial Center Manager at Firstmark Credit Union (Zarzamora Location) where I can utilize my supervisory skills, knowledge of policy/procedures, and contribute to the growth of the company where I can continue to develop team leadership skills and apply my strong background to build a successful team to create value for the organization.


Summary of Qualification Highly: Organized, detailed-oriented leader with a history of improving effectiveness and productivity Responsible, efficient, and flexible Work well under pressure as part of a team Ability to elicit confidence and build rapport Meticulous worker; attentive to quality and detail Proven ability to gain member’s/employees confidence and trust Enthusiastic, dependable, self-motivated Hard worker, quick learner, and ability to assume responsibility Polite and professional [Job Title] successful in applying strong communication and problem resolution skills to each customer issue. Solid history of surpassing productivity and quality targets in high-volume settings. Skillful in building long-lasting, loyal customer relationships.

Overview

10
10
years of professional experience

Work History

Member Care Supervisor

Firstmark Credit Union
02.2021 - Current
  • Conduct monthly Quality Assurance scorecards to ensure professional standards are met
  • Perform biweekly check ins and build rapport with employees/members
  • Audit attendance record, review/approve time sheets for employees
  • Evaluated staff performance and provided coaching to address inefficiencies.
  • Enhance training, create/conduct huddles for development, and guidance
  • Prepare and present disciplinary actions when warranted
  • Write and delivery quarterly/annual evaluations
  • Assist with phone coverage to ensure all incoming calls are being answered
  • Monitor the wall board and daily call volume to discover trends to effectively achieve an answer rate of 90% or above
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Boosted team performance by developing customer service training materials and conducting service training.
  • Create successful work schedules timely to have coverage of the credit unions operating hours and work life balance
  • Developed and implemented customer service policies to enhance satisfaction.
  • Decision to approve or deny overdraft fees
  • Approve/Deny PTO for employees
  • Handle customer complaints, resolved issues, and adjusted policies to meet changing needs.

Member Care FullFillment

Firstmark Credit Union
05.2019 - 02.2021
  • Research and resolve secured messages via Online Banking Platform
  • Verification of deposits and loans
  • Social Security verification
  • Member’s request to mail out statement or checks
  • Process mail in payments
  • Schedule and conduct zoom meetings with members
  • Maintenance accounts on account wizard closures, adding/removing joints, adding/removing beneficiaries, name change request
  • Maintenance deceased/POA accounts

Financial Center Sr.Member Service Specialist

Firstmark Credit Union
09.2013 - 05.2019
  • Provided excellent member service
  • Process check-cashing, deposits, withdrawals, loan/credit card payments
  • Open new accounts and submit loan applications follow through
  • Balance vault, replenish cash machines, complete end of day packet
  • Open Financial Center, ensure all systems are working, process night deposits
  • Close Financial Center, lock up all negotiable items, ensure no personal information is left out
  • Issue and maintenance debit cards, trouble shoot online banking/bill pay issues
  • Review ATM holds


Education

Burbank High School
San Antonio, TX

Skills

  • People Skills
  • Empathy
  • Problem Solving
  • Planning
  • Delegation
  • Motivating
  • Decision Making
  • Verbal and Written Communication
  • Customer Communication

Timeline

Member Care Supervisor

Firstmark Credit Union
02.2021 - Current

Member Care FullFillment

Firstmark Credit Union
05.2019 - 02.2021

Financial Center Sr.Member Service Specialist

Firstmark Credit Union
09.2013 - 05.2019

Burbank High School
YOLANDA V. HERNANDEZ