Dynamic Relationship Officer with a strong background in work coordination and customer service. Skilled in training staff and improving processes to boost team performance and member satisfaction.
Overview
2
2
years of professional experience
Work History
Relationship Officer II
SAFE Credit Union
Sacramento, CA
03.2025 - Current
Processed member transactions efficiently using banking software and systems.
Assisted in resolving member inquiries, enhancing customer service satisfaction.
Collaborated with team to streamline operational workflows and improve efficiency.
Maintained accurate records of account activity and transaction history.
Organized a strategic closing task checklist that the entire Branch could follow daily.
Organized meetings behind teller line to inform on operational changes and update branch services.
Kept track of daily, weekly, monthly, and quarterly audits whether that be member information, transaction discrepancies, and dual-control.
Shift Lead
Cinnabon
Sacramento, CA
03.2024 - 02.2025
Supervised daily operations to ensure efficient workflow and optimal staff performance.
Trained new team members on standard operating procedures and customer service excellence.
Monitored inventory levels and coordinated restocking of ingredients and supplies.
Implemented process improvements to enhance product quality and reduce waste.
Conducted regular quality checks on products to uphold company standards and consistency.
Trained new employees and delegated daily tasks and responsibilities.