Assisted in maintaining client relationships within financial services.,Supported sales initiatives through proactive customer service and engagement.,Helped build lasting customer connections and deliver quality service.
Work History
SOLUTIONS ASSOCIATE
2 Years 2 Months
GNC COMMUNITY FCU | 06.2024 - Current
Work 10 day-notice letters, calling members and sending out notices VIA mail.
Design and implement onboarding plans.
Manage relationships between staff members, and help resolve conflicts.
Review employment and working conditions to ensure legal compliance.
Answer phones to assist members and staff.
Assist in performance management processes
Review Delinquent Share Accounts- Review for any accounts over Overdrafty Limit and any accounts over 30 days delinquent.
Follow Contact schedule 7/7/7 Rule and FCRA.
Review Delinquent Loan List
Post Visa payments that were missed/check Visa payments
Open any Cudl's
Answer Visa questions from staff/order new cards/unblock cards for members/update contact information
Assist in helping loan department when no loan officer at Neshannock Branch
Assist staff with ODP questions regarding collection accounts
Calling any delinquent Visa accounts/mailing letters when necessary.
Contact legal if need for delinquent accounts
Notarizing if needed
Develope custom solutions to support credit union members hiring times of financial hardship
Contact members in regards to returned checks
Minimize losses to GNC Community FCU and its members.
Assist loan department in reviewing any total loss vehicle GAP claims-help complete GAP claim in a timely manner.
Update members notes so staff knows when to contact solutions associate.
Maintained up-to-date knowledge of organizational policies, procedures, and regulations.
Learned and applied new skills and procedures readily, adapting to changing work environments.
Contributed to positive brand image by upholding company policies and procedures.
Resolve employee issues and improve performance management
Maintained professional, positive attitude, contributing to productive work environment.
Make fast decisions, especially when conducting interviews or recruiting
Prioritized and managed multiple tasks efficiently, meeting deadlines and exceeding expectations.
UNIVERSAL BANKER
2 Years 5 Months
GNC COMMUNITY FCU | 01.2022 - 06.2024
Performed daily balancing of assigned teller drawer, ensuring accuracy of all transactions processed throughout the day.
Consistently met established goals for sales referrals of additional bank products or services.
Demonstrated strong interpersonal skills while working collaboratively with fellow team members to ensure timely completion of tasks.
Developed an understanding of compliance policies related to banking regulations such as Anti-Money Laundering laws.
Provided excellent customer service to clients by responding promptly and accurately to inquiries, complaints, and requests in a professional manner.
Conducted account reviews for customers to ensure their financial needs were met through appropriate products or services offered by the bank.
Researched discrepancies within customer accounts using internal systems and data sources.
Generated reports on various aspects of branch performance such as customer satisfaction scores or sales goals achieved.
Answered incoming calls from customers regarding account balances, fees, overdraft protection, loans and other related issues in a courteous manner.
Verified identity documents such as driver's licenses or passports when opening new accounts according to federal regulations.
Assisted customers in opening new accounts and provided detailed information on available banking services.
Identified opportunities for cross-selling additional products through interactions with clients during daily operations.
Processed cash deposits, withdrawals, transfers, loan payments and check cashing efficiently and accurately.
OFFICE ASSISTANT
1 Year
DIEHL FORD | 09.2020 - 09.2021
Title Work
Cashier/Accounts receivable
Accounting
Administering Payroll
Inventory Control
Performed data entry tasks with accuracy and speed utilizing MS Office applications such as Word, Excel, PowerPoint.
Greeted visitors in a professional manner and provided assistance when necessary.
Compiled monthly reports detailing project activity status and submitted them to management.
Sorted mail on daily basis and distributed to respective departments in timely fashion.
Created spreadsheets using advanced formulas in Excel to track progress on projects.
Processed incoming payments through checks or credit card transactions accurately according to company policies and procedures.
Coordinated courier services for outgoing packages.
Maintained accurate records of office supplies and placed orders as needed.
Organized and maintained filing systems to ensure efficient document retrieval.
Sorted and indexed information, setting up and maintaining specialized filing systems.
Employee handbook creation/upkeep.
Participated in team meetings, providing input and suggestions on organizational practices.
Composed letters and other correspondence, fostering external communications on behalf of leadership.
Answered incoming calls promptly and professionally; took messages or transferred calls to appropriate personnel.
Prepared invoices for payment processing and tracked accounts receivable and payable activities.
Worked closely with Human Resources department during new hire onboarding process.
Advised human resources staff on best practices for recruiting diverse candidates.
Led initiatives to streamline payroll processes, resulting in improved accuracy and reduced errors.
Mentored junior team members on best practices in payroll processing and compliance standards.
Assisted employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
Provided customer service to employees regarding payroll inquiries and issues.
Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
TITLE CLERK
1 Year
TAYLOR CHEVROLET TOYOTA OF HERMITAGE | 09.2019 - 09.2020
Entered title and vehicle information into database
Arranged payoff checks for trade-ins and new vehicles through CDK
Used Xerox machines, reader and printer machines to make, file and distribute copies of recorded documents
Prepared tax and title documents to submit all legal transfer work to DMV
Contacted PA Motor Vehicle Department to determine status of pending titles
Stayed up-to-date on PA laws and licensing requirements to complete accurate and efficient reviews
Completed out of state title work
Maintained excellent attendance record, consistently arriving to work on time
Cleared out schedules on CDK.
BRANCH SPECIALIST III
8 Months
AAA | 01.2019 - 09.2019
Prepared tax and title documents to submit all legal transfer work to DMV
Entered title and vehicle information into database
Administered oath to document signers to obtain affirmation of truth
Looked for signs of fraud or coercion and refused notarization
Collected payment from customers, provided documentation and changed accounts to reflect current statuses
Organized and prepared tax and title documents to transfer ownership of property
Assisted newly hired clerks in learning about application reviews and verification procedures, performance strategies and customer service techniques
Resolved conflicts and negotiated mutually beneficial agreements between parties.
STORE MANAGER
5 Years 2 Months
SKECHERS | 05.2013 - 07.2018
Applied performance data to evaluate and improve operations, target current business conditions and forecast needs
Oversaw, trained and encouraged 25 Sales Associates, promoting culture of efficiency and performance
Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns
Delivered positive results by controlling monthly operations budget and limiting financial discrepancies
Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands
Engaged and interacted with customers to create positive shopping experiences and drive revenue growth
Managed all aspects of store operations, including organization, maintenance and purchasing functions
Hired, trained and evaluated personnel in sales and marketing.
Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
Created new hire and termination documents for payroll.
Maintained strict confidentiality of all payroll information and records.
Prepared year-end reports for W-2s and 1099s, ensuring accuracy and timeliness in tax filing.
Collaborated with human resources to maintain up-to-date employee information for precise payroll calculations.
CUSTOMER SERVICE ASSOCIATE
2 Years 11 Months
AEROPOSTALE | 06.2010 - 05.2013
Restocked, arranged and organized merchandise in front lanes to drive product sales
Counted cash in register drawer at beginning and end of shift
Maintained current knowledge of store promotions and highlighted sales to customers
Resolved customer complaints and maintained clean and tidy checkout area
Maintained reports of transactions and greeted customers when entering and leaving establishment
Used POS system to enter orders, process payments, and issue receipts
Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies
Mentored new team members on POS system operation, customer service strategies and sales goals