Experienced banking professional seeking to enhance relationships with peers and members while developing managerial skills and acquiring new knowledge. Dedicated to ongoing learning and growth to contribute to organizational success.
Overview
21
21
years of professional experience
Work History
Customer Service Representative
Tevis Energy
Airville
11.2024 - Current
Assisted customers with inquiries about energy services and billing.
Resolved customer complaints through effective communication and problem-solving.
Processed service orders and maintained accurate customer records.
Operations Support Representative
Freedom Federal Credit Union
02.2023 - 10.2023
Performed quality control, total loss claims, warranty cancellations, GAP insurance, interest rate corrections, auto adjustment errors, payoffs, lien releases, and online accounts.
Ensured that all share accounts with less than $5.00 are corrected and closed
Ran various reports such as Total Loss, Share Under $5.00, and Verbal Stop Payments
Tracked SIF's from the MVA and VINTEK
Processed all titles, account maintenance, account changes, new accounts and loan and insurance documentation.
Assistant Branch Manager
Freedom Federal Credit Union
02.2020 - 02.2023
Fulfill the Role as Branch Manager during times in which the Branch Manager is out of the office or Unavailable.
Maintain a high level of member service and ensure staff maintain high level of member service as well.
Function as a Teller/FSR
Communicate with the Branch Manager important operational performance information.
Follow all branch security procedures.
Assist in the completion and submission of monthly branch self-audit.
Assist Tellers and FSRs in resolving cash differences.
Approve and update employee time sheets in ADP
Maintain monthly goals
Financial Service Representative
Freedom Federal Credit Union
04.2017 - 02.2020
Records member interactions, transactions, inquiries, complaints and comments in SYMITAR
Inputs applications for memberships and new loans, ensures collection of all required documentation in accordance with policies and procedures
Processes deposits, loan dispersals, and withdrawals for share checking and savings accounts, savings bonds, and settled deceased members' accounts
Utilizes company systems including Synergy and Synapsis for daily tasks and functions
Assistant Manager of Operations
Harford Bank
11.2004 - 01.2010
Supervised and trained employees on Harford Bank policies and procedures
Performed daily reconciliations and research for the Federal Reserve Bank, Bank of America and M&T Bank general ledgers for check adjustments
Composed and audited correspondence, alerts, and reports
Verified and processed new accounts, Visa debit card applications including fraud and error affidavits
Directed document filing including the establishment, maintenance, control, protection, and disposition of records, efficient reference services, and retrieval of information and materials
Maintained department calendars and utilized various software to complete daily tasks including Nautilus, Linx, Rumba and Fed Web