Daenysha Thompson

• Provide exceptional member service by processing deposits, withdrawals, transfers, loan payments, and account maintenance accurately.

• Identify member financial needs and recommend appropriate credit union products and services, including checking, savings, certificates, credit cards, loans, and digital banking solutions.

• Consistently cross-sell and upsell products that improve member financial well-being while meeting organizational goals.

• Verify member identity, monitor for fraudulent activity, and maintain compliance with all banking regulations and security procedures.

• Resolve complex member concerns professionally while maintaining confidentiality and accuracy.

• Returned each tax season to support front office operations and client service.

• Scheduled appointments, greeted clients, answered multi-line phones, and maintained confidential tax records.

• Collected and processed tax documentation while supporting tax preparers and ensuring an efficient client experience.

• Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
• Maintained confidentiality of bank records, transactions and customer information.
• Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
• Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
• Security: Verify customer identity, be very alert and cautious to fraud, also following strict rules and regulations.
• Balanced teller drawers regularly throughout the day according to established procedures.