MARY ANNE SERADILLA
Summary
Driven Financial Service Coordinator with a proven track record at Vancity Credit Union, excelling in member service by leveraging exceptional communication and critical thinking skills. Expert in coordinating services and enhancing member experiences, demonstrated by efficiently managing schedules and ensuring compliance. Known for problem-solving abilities and a collaborative approach, significantly contributing to team and member satisfaction.
Overview
10
10
years of professional experience
Work History
FINANCIAL SERVICE COORDINATOR
Vancity Credit Union
12.2014 - 08.2024
- Acknowledged members and identified service needs to create an exceptional member experience.
- Managed and coordinated overall schedules and traffic control.
- Performed member transactions consistent with established standards so that a high level of quality service delivery is achieved.
- Identified and assessed member/prospect needs to provide appropriate products, services and connected these members/prospects to the appropriate Account Manager and/or specialist roles so that member's/prospect's needs are met.
- Kept branch marketing materials and ATM lobby current and aligned with branch standards.
- Applied branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk.
- Fully leveraged and utilized the technical systems available so that the service experience for the member is efficient and seamless.
- Compiled and sorted documents, such as business account and retail loan member's files, Estate, Power of Attorney and Trust account files.
- Prepared and submitted requests for payments, reports and other records and reviewed the supporting documents/paperwork for accuracy.
Education
Bachelor of Arts - Economics
University of Sto. Tomas
Manila, Philippines1979
Skills
- Communication skills to greet visitors, provide initial response to issues and/or redirect to others; to discuss matters with various areas of the organization
- Planning and coordination skills to organize own work assignments and ensure timely completion of tasks
- Problem solving and decision making skills to apply specific standards and guidelines to the work; having a positive attitude and ready for the challenge to work in a fast-paced changing environment
- Critical thinking skills - having an analytical mind and multi-tasking skills to come up with solutions
- Interpersonal skills to be able to understand empathize others; sharing an idea or solution with my manager or colleagues; offering help or support to others; seek feedback from others to improve work performance and accepting constructive criticism
Languages
English
Full Professional
Timeline
FINANCIAL SERVICE COORDINATOR
Vancity Credit Union
12.2014 - 08.2024
Bachelor of Arts - Economics
University of Sto. Tomas
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