Zachary Yim
Buffalo,NY
Summary
Dedicated financial services professional with over two years of credit union experience, progressing from Member Service Associate to Relationship Banker at Broadview Federal Credit Union. Proven ability to deepen member relationships through consultative financial guidance, achieving measurable results in deposit growth, loan production, and referral performance. Embodying a hospitality-driven, member based service philosophy that fosters trust, member loyalty, and branch-wide collaboration. Bachelor's degree in Business Administration and Finance. Currently pursuing external development in leadership, service excellence, and banking compliance to support team success and operational integrity. Seeking to leverage member-centric expertise and a track record of results into a Branch Manager role focused on exceptional service and community impact.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Banker
Broadview Federal Credit Union
09.2025 - Current
- Deliver expert financial guidance through in-depth consultative conversations, evaluating each member's unique financial profile, goals, and challenges to create tailored financial plans that drive deposit and loan growth.
- Proactively communicate with members and teammates, ensuring transparency and timely follow-through that builds trust and strengthens branch-wide collaboration.
- Demonstrate advanced product knowledge across specialty and business accounts, positioning appropriate offerings that align with member goals and credit union objectives.
- Partner with branch leadership to model service excellence guiding peers through complex member scenarios and contributing to a welcoming, high-functioning team environment.
Member Service Associate
Broadview Federal Credit Union
07.2024 - 09.2025
- Processed high volumes of daily transactions—deposits, withdrawals, loan payments, transfers, and check cashing—with accuracy, efficiency, and strict adherence to cash handling policies, balancing drawer daily with zero discrepancies.
- Delivered consistent, hospitality-driven service, serving as the trusted frontline presence that built the foundation for long-term member relationships.
- Actively identified member needs during routine transactions, making warm referrals for lending, specialty accounts, and business services that deepened relationships and supported branch growth goals.
- Maintained thorough knowledge of compliance and security protocols—including BSA, Reg CC, and member identification procedures—ensuring member asset protection and operational integrity.
Sales Associate
Smokers Choice
Oneonta, US
05.2023 - 07.2024
- Achieved Top 25 nationwide ranking for total sales performance in July and August 2023.
- Exceeded sales targets through customer-centric approach emphasizing active listening and tailored solutions.
- Fostered strong client relationships and resolved issues rapidly to ensure superior customer experience.
Education
Bachelor of Science - Business Administration, Finance
Hartwick College
Oneonta, NY05-2024
Skills
- Customer relationship management
- Loan processing
- Financial planning
- Compliance adherence
- Product knowledge
- Team collaboration
Websites
Certification
- NYS Notary Public
- FMI Foundations in Financial Modeling
Timeline
Relationship Banker
Broadview Federal Credit Union
09.2025 - Current
Member Service Associate
Broadview Federal Credit Union
07.2024 - 09.2025
Sales Associate
Smokers Choice
05.2023 - 07.2024
Bachelor of Science - Business Administration, Finance
Hartwick College