Jonathan Heppner
1 Persimmon Trail
Summary
Knowledgeable financial representative with solid foundation in customer service and problem resolution. Proven track record of improving customer satisfaction through effective communication and efficient service. Demonstrated ability to handle high volumes of inquiries while maintaining positive attitude and attention to detail.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Financial Service Representative II
Corning Credit Union
02.2014 - Current
- Engage with new and established members, educating them on lending, and deposit services.
- Assisted as a Franklin County mortgage originator, facilitating real estate purchase and refinance while working with local real estate agents, and settlement agencies to finalize funding of mortgages.
- Closed all Corning Credit Union consumer loans, including home equity loans.
- Developed comprehensive financial plans to help members achieve their short, and long-term goals.
- Utilize effective analytical skills, and educated judgement to recommend appropriate services that meet member financial needs, contributing to lasting relationships.
- Identify, refer, and pursue opportunities for business development and Franklin county market growth.
- Maintain productivity and quality standards at all times.
- Make sound loan decisions through effective information gathering and analysis, mitigating risk to the Credit Union and protecting the assets of the organization.
- Communicate all lending decisions to members while being able to navigate through sensitive situations.
- Assist new and longstanding peers with sales initiatives and overall product and procedure education.
- Work with members to create and maintain working financial budgets to meet long, and short term financial goals.
- Cross trained in and provide support to asset protection/collections, mortgage origination, and Card service departments
- Assist members with deposit services (check and currency transactions), loan services (payments and loan advances), domestic and internal bank wires, and negotiable items such as cashier's checks, savings bond redemption, and money orders.
Assistant Branch Manager
Patriot Federal Credit Union
10.2010 - 01.2014
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Supervised team of six full time and one part time branch employees and made recommendations regarding performance evaluations.
- Worked with branch manager and human resources regarding personnel issues, hiring, disciplinary guidelines and action.
Financial Service Representative
Community First Credit Union Of Florida
04.2004 - 09.2010
- Assisted members with personal finance, including but not limited to opening accounts, applying for and obtaining loans, personal financial goals and household budgeting.
- Audited peer and personal loans (including auto, credit card, personal loans, home equity loans, and share secured loans), new accounts (including general membership, Trust accounts, IRA accounts, and Business accounts), and account changes (including addition of joint member, account conversions, account type addition, and account closures).
- Maintained strong membership relationships to both ensure member retention and deepening of relationships, leading to business growth.
- Worked with teller staff, assisting in audits of ATMS, cash vaults, and teller drawers when needed.
Education
Bachelor of Science - GeoEnvironmental Studies
Shippensburg University of Pennsylvania
09-2002
Skills
- Customer relationship management
- Service recommendations
- Organization
- Conflict resolution
- Customer relationship management
- Building rapport
Certification
Pennsylvania Notary Public, commissioned through July 18, 2028
Timeline
Financial Service Representative II
Corning Credit Union
02.2014 - Current
Assistant Branch Manager
Patriot Federal Credit Union
10.2010 - 01.2014
Financial Service Representative
Community First Credit Union Of Florida
04.2004 - 09.2010
Bachelor of Science - GeoEnvironmental Studies
Shippensburg University of Pennsylvania
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