Susan Seitz

• Processing member transactions efficiently, ensuring accuracy in deposits and withdrawals.
• Increasing cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
• Maintaining up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist members with their financial needs.
• Providing exceptional customer service, resolving inquiries and enhancing member satisfaction.
• Promoting credit union products and services, increasing member engagement and awareness.
• Assisting members with account inquiries, resolving issues promptly and professionally.

* Work with the Manager and staff in achieving sales goals

* Open and close consumer/business accounts

* Process and close loans

* Responsible for consumer loans and deposit production and growth

goals

* Ensure staff is within compliance with all operational, security and

control policies in preventing fraud

* Assisted customers with setting up or closing accounts, completing

loan applications, closing loans and signing up for new services

* Work with the manager and staff in achieving sales and service

goals

* Process maintenance on consumer's and business's accounts

* Supervise the operational, sales and service of the branch

* Provide excellent service to clients in need of assistance

* Conduct staff meetings, support the Branch Manager and staff in

achieving sales and service goals

* Make sales referrals in an effort to increase branch revenue

* Train new employees and orient them to company's policies and

procedures, as well as job duties

* Write, deliver performance appraisals and provide input to the

Branch Manager

* Supervised staff to ensure compliance with all operational, security

and control polices on preventing fraud

* Involved in interviewing and hiring applicants for branch positions

* Conducted one-on-ones, coaching and delivered performance

appraisals

* Responsible for communicating and implementing changes to

policies and procedures