Haley Uc

• Provide excellent member service via phone and email
• Call on sales leads and referrals
• Meet individual and team driven sales goals
• Open new personal accounts and submit consumer loan applications
• Cross sell
• Gather and review any necessary documentation requested by underwriting
• Build trusted relationships with members and colleagues
• Ensure Quality Control issues were updated or fixed before the month end

• Coach, Train, and Develop new and existing PFR's in operations and sales
• Meet branch sales goals
• Ensure branch audits are accurate and complete
• Assessed employee performance and issued disciplinary notices
• Increased efficiency and drove branch revenue by optimizing daily operations and activities
• Member de-escalations
• Follow up on surveys
• Attend weekly manager meetings to asses and plan productivity
• One on ones
• Brainstorm community outreach

• Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information
• Fund consumer and CUDL loans
• Communicated with members in person, via telephone, and email to answer questions, process transactions and resolve issues.
• Prepare loan documents for signing
• Filed completed loan packages quickly and efficiently

• Assist in coaching, training, and develoing Member Consultants and tellers
• Ensure branch audits and operations are accurate and complete
• Meet team sales goals
• Provide exceptional member service
• Back up teller line and platform by pulling a cash drawer and submitting applications
• Lead team meetings
• Assist in delivering performance reviews and write ups

· Provide exceptional Member service

· Create trusted relationships with members and colleagues

· Meet team driven sales goals

· Cross sell

· Open new accounts and process loan applications

· Assist in operational tasks/audits/opening and closing the branch

• Recommended additional, useful services to customers, which helped to increase overall sales
• Create repair orders
• Collaborate with Technicians
• Customer Service

• Expanded customer relationships by maintaining regular follow-up processes and rapport
• Created strategic financial solutions to suit individualized client needs
• Meet individual sales goals
• Provide WOW customer Service
• Helped customers open and close accounts, apply for loans and make sound financial decisions
• Assist tellers in sales
• Operational tasks such as audits

• Expanded customer relationships by maintaining regular follow-up processes and rapport
• Created strategic financial solutions to suit individualized client needs
• Meet individual sales goals
• Provide WOW customer Service
• Helped customers open and close accounts, apply for loans and make sound financial decisions
• Assist tellers in sales
• Operational tasks such as audits

• Adhered to financial services security and audit procedures
• Met or exceeded sales goals by promoting bank products and services in customer interactions
• Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks
• Deliver WOW Customer Service
• Cashed customer checks, verified identification and checked account balances in accordance with bank policy