Experienced and dedicated banking professional with over 9 years of experience in credit union operations, customer service, and team leadership. Proven ability to train and supervise staff, resolve escalated issues, and ensure compliance with banking regulations. Strong communicator with a focus on providing high-quality member service and promoting financial products.
Overview
10
10
years of professional experience
Work History
Member Service Supervisor
San Diego County Credit Union
01.2021 - Current
Supervise and support front-line member service staff to ensure excellent customer service
Assist members with complex banking inquiries, real estate or consumer loan applications.
Train new employees on branch procedures, core systems and compliance standards
Monitor daily operations to ensure accuracy and adherence to financial regulations.
Assist members as necessary serving as a financial service representative or member service representative to ensure quality service standards are maintained within the branch. Maintain good member relations. Resolve problems/member complaints quickly and accurately.
Participate in hiring, training, coaching, supervision, and performance evaluations of branch personnel
Responsible for employee counseling, documentation and dismissal
Promote credit union products and services to help meet branch sales goals
Responsible for the performance management of staff, to include daily feedback, coaching and mentoring; administration of employee evaluations that are timely and meaningful.
Schedule, review and approve timesheets of staff. Schedule and provide staff meal and rest breaks while ensuring operational coverage is maintained.
Monitor daily branch balancing, general ledger accounts and branch reports/accounts for accuracy and audit conformity.
Encourage and motivate team members toward ongoing growth and development
Financial Service Representative
San Diego County Credit Union
05.2016 - 01.2021
Assisted members with opening new accounts, applying for consumer and real estate loans or account maintenance.
Provided personalized financial education and product recommendations
Processed complex transactions with accuracy and efficiency.
Ensured compliance with internal procedures and banking regulations
Supported branch staff and management with operational tasks and service quality improvements
Member Service Representative
San Diego County Credit Union
10.2015 - 05.2016
Delivered front-line service to members in a fast-paced branch environment
Processed deposits, withdrawals, payments, and other teller transactions
Maintained knowledge of all credit union products and services to assist members effectively
Resolved routine account issues and escalated complex cases as needed