Scott Friesner
Sacramento
Summary
Experienced finance, sales and lending professional adept at fostering and maintaining client relationships. Skilled in identifying client needs and providing effective solutions, with strong track record of increased client satisfaction and loyalty. Demonstrated ability to communicate effectively and manage complex client portfolios.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Relationship Manager
Inova Federal Credit Union
01.2020 - Current
- Continuous communication with members through all delivery channels including face-to-face, text, email, and phones
- Understanding INOVA's products, services, and partnerships to utilize while engaging with members
- Identifying the unmet needs of current and potential members and filling those needs with INOVA products and services
- Maintaining excellent member service
- Identifying member needs to cross-sell products and services
- Prompt follow-through with internal and external members
- Meeting and Exceeding sales goals
- Assisting members in improving their financial well being
Assistant Branch Manager
Invoa Federal Credit Union
06.2018 - 01.2020
- Manages branch office in absence of manager
- Responsible for building credit union's presence in the community and developing new members and relationships
- Ensuring the branch is compliant, with federal laws and regulations
- Holding staff accountable for production goals and errors
- Collaborating with the team to uncover areas in which they need coaching
Lending Expert II Member Specialist
Invoa Federal Credit Union
09.2015 - 06.2018
- Originate incoming auto loan applications by phone and online, obtain all necessary documentation, ensure accuracy, and make recommendations for loan approval or denial
- Communicate promptly with applicants throughout the loan process and during loan closing
- Educate members on credit issues, different loan options and additional credit union products and services as applicable
- Cross-sell ancillary products
- Follow all credit union policies and procedures and uphold member confidentiality
Sales Manager
Acceptance Now
08.2012 - 09.2015
- Managing sales and operations in a retail setting
- Coaching and staff development, training
- Profit and Losses management
- Customer retention
- Meeting sales and store goals
Education
Business Communication
Kankakee Community College
Kankakee IL01.1994
Skills
- Relationship building and management
- Product knowledge
- Product recommendations
- Excellent communication
- Service support
Certification
Institute for Credit Union Advancement, Associates of Credit Union Degree, 05/01/16
Timeline
Relationship Manager
Inova Federal Credit Union
01.2020 - Current
Assistant Branch Manager
Invoa Federal Credit Union
06.2018 - 01.2020
Lending Expert II Member Specialist
Invoa Federal Credit Union
09.2015 - 06.2018
Sales Manager
Acceptance Now
08.2012 - 09.2015
Business Communication
Kankakee Community College
Similar Profiles
Matthew TodtMatthew Todt
Lead Advocate at INOVA Federal Credit UnionLead Advocate at INOVA Federal Credit Union
Hannia Vargas VillaHannia Vargas Villa
Lending Expert at INOVA Federal Credit UnionLending Expert at INOVA Federal Credit Union
Brooke ForrestBrooke Forrest
Member Advocate Level 2 at INOVA Federal Credit UnionMember Advocate Level 2 at INOVA Federal Credit Union