Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Charlee Pina

Sacramento

Summary


Relationship Officer II with three years plus of experience in member assistance and communications, financial plan offerings, member based knowledge and team oriented building. Talented at exceptional customer service, successfully exceeding quota for discussing Digital Experiences with members every month.


Received the Workforce award from my credit union in May 2023 for exceeding branch expectations with our members referrals, surveys, and OSAT scores.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Relationship Officer II

Safe Credit Union
10.2021 - Current
  • Utilized Microsoft Teams, Excel, Outlook Email/Calendar, and many other supporting applications in our Okta Dashboard to support my team and our members.
  • Maintained and built close relationships with members during in-branch transactions and simple interactions; signing in members for appointments, assisting at our ATM, discussing another branch location for assistance and printing debit cards.
  • Educated members about online/mobile banking, Co-Op banking options, rates and our different accounts.
  • Participated in friendly branch competitions to enhance member service experience, gain our quota for the quarter and help others on the team meet the branch expectations as far as member obsession.
  • Supported the Change Management and Engagement team in implementing the DoCo Project within our credit union.

Senior Head Cashier

Sprout's Farmers Market
02.2020 - 08.2022
  • Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
  • Processed both cash and card purchases and returns.
  • Restocked and organized merchandise in front lanes.
  • Led opening and closing procedures and conducted cashier drops, cash control and vault monitoring.

Guest Service Advocate

Target
11.2018 - 03.2020
  • Helped customers complete purchases, locate items, and join reward programs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Overseen the guest service desk and all the cashiers on schedule in the day. Conducted breaks, lunches, and coverage moments for 5-7 people at a time.

Evening Manager/Pizza Creator

Papa Murphy's Take and Bake Pizza
08.2017 - 12.2018
  • Secured building for closing by completing run-through of sales floor, turning off electronic systems and turning on alarms.
  • Restocked inventory on shelves by unpacking backroom boxes and filling empty space on shelves with appropriate items.
  • Prepared nightly deposits by accurately counting cash, filling out deposit slips and securing deposit in vault.
  • Guided and motivated night team by establishing and communicating responsibilities and duties to each team member.

Education

High School Diploma -

Leroy Greene Academy
Sacramento, CA
05-2018

Skills

  • Financial based judgement
  • Creativity and innovation
  • Service support
  • Effective customer communication
  • Relationship building and management
  • Wealth management offerings

Certification

Top Member Service Representative, 2023 1st Quarter Winning Workforce Award

Timeline

Relationship Officer II

Safe Credit Union
10.2021 - Current

Senior Head Cashier

Sprout's Farmers Market
02.2020 - 08.2022

Guest Service Advocate

Target
11.2018 - 03.2020

Evening Manager/Pizza Creator

Papa Murphy's Take and Bake Pizza
08.2017 - 12.2018

High School Diploma -

Leroy Greene Academy

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Charlee Pina