Aaron Black
Fullerton
Summary
Dynamic financial professional with a proven track record at Financial Partners Credit Union, excelling in sales excellence and customer relationship management. Skilled in loan processing and problem-solving, I consistently achieved outstanding results in deposit accounts and investment referrals, driving business growth and enhancing client satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Member Service Officer
Financial Partners Credit Union
Brea
03.2022 - Current
- Achieved outstanding sales results in deposit accounts, credit cards, investment referrals, and insurance quotes.
- Assisted clients with wire transfers, CD account opening, debit card replacement, and all other customer service requests.
- Managed key holder responsibilities for branch operations.
Licensed Loan Officer
LoanDepot
Irvine
06.2021 - 11.2021
- Achieved exceptional mortgage sales by managing inbound and outbound inquiries.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Maximized company profitability with appropriate pricing of new loan originations, fee income and selling of products and services.
Call Center Representative
Bank of America
Brea
04.2016 - 07.2019
- Verified account balances, processed telephone transfers, and stop payments.
- Conducted online banking setup and maintenance.
- Ensured customer satisfaction by verifying deposits, researching records and promptly addressing issues.
- Discovered new product and service sales opportunities with existing and potential customers.
- Completed requests associated to return mail and change of address file maintenance
Banker
Wells Fargo
Huntington Beach
12.2014 - 03.2016
- Handled telephone inquiries and requests from customers including account balance verification, telephone transfers, stop payments, loan payoffs, researched requests, missing checks, explained overdrafts and service charges and account file maintenance
- Online banking maintenance, set-up, reset passwords, explain the product, unlocks security questions, and explains features including bill pay, E-statements, account alerts and mobile banking
- Obtained information, provided verification of deposits, researched records, and followed up on details to resolve the matter quickly and to the customer’s satisfaction.
- Identified sales opportunities of products and services to current and prospective customers
- Assisted prospective customers apply for checking, savings, and credit card accounts
Teller
US Bank
Huntington Beach
05.2014 - 11.2014
- Received checks, money, debit and credit payments from clients
- Solved any issues that pertain to the transactions
- Answered all accounts- and banking-related inquiries
- Followed company procedures to count and manage all the funds they receive from customers
- Built and maintained customer relations by providing high-quality services
- Used the provided electronics to document all transactions they conduct during their shift
- Reconciled all transactions at the end of their shift
Retail Sales Associate
T-Mobile Corporate
Westminster
10.2003 - 09.2012
- Greeted and assisted customers with product selection, offering personalized shopping advice.
- Maintained thorough knowledge of store merchandise, current sales, and promotions.
- Recommended related products to increase customers’ options and enrich the shopping experience
- Explained the benefits and functions of products, method of preparation and how to use them to achieve the best results
- Accepted, processed orders, and resolve returns issues
- Promoted special sales, offers and awareness of store loyalty program
Education
Bachelor’s Degree - Business Administration
University of Phoenix
07.2020
Skills
- Service Excellence
- Sales Excellence
- Loan processing
- Account management
- Financial products
- Customer relationship management
- Business development
- Payment processing
- Regulatory compliance
- Time management
- Effective communication
- Problem solving
- Team collaboration
- Public speaking
- Branch operations
- Problem analysis
Certification
- NMLS License #1270775
Timeline
Member Service Officer
Financial Partners Credit Union
03.2022 - Current
Licensed Loan Officer
LoanDepot
06.2021 - 11.2021
Call Center Representative
Bank of America
04.2016 - 07.2019
Banker
Wells Fargo
12.2014 - 03.2016
Teller
US Bank
05.2014 - 11.2014
Retail Sales Associate
T-Mobile Corporate
10.2003 - 09.2012
Bachelor’s Degree - Business Administration
University of Phoenix
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