Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Financial Associate
Black Hills Federal Credit Union
01.2024 - Current
Remain current on changes within the legal, regulatory, economic, competitive, and technology environments that may affect the Teller, Member Services, and Lending functions.
Perform member service tasks on a daily basis to include: opening new memberships, credit card applications, assisting members with online banking support, wire transfers, notaries, ordering checks, address and phone number updates, opening certificates, changing account types, funding personal and auto loans, and closing accounts.
Responsible for taking applications for a variety of consumer loans including auto and recreational vehicle loans, personal loans, credit cards, and secured loans following Credit Union procedures and policies. Follow-up and maintain pending loan queue. Maintain loan information and follow-up documentation.
Teller
Black Hills Federal Credit Union
06.2023 - 01.2024
Disbursed cash and checks accurately while maintaining security of cash drawers.
Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Accounts Payable and Receivable Specialist
AMCON Distributing
11.2018 - 05.2023
Reduced manual errors in financial transactions by utilizing advanced accounting software and tools.
Facilitated smooth audits by maintaining well-organized documentation of financial transactions and supporting evidence.
Mentored junior team members, enhancing their understanding of accounts payable/receivable processes and best practices.
Implemented a system for tracking overdue invoices that led to quicker payment resolutions.
Enhanced vendor relationships by negotiating favorable payment terms and promptly addressing queries.
Expedited month-end closing procedures by efficiently preparing reports and ensuring accurate data entry.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Answered customer telephone calls promptly to avoid on-hold wait times.
Updated account information to maintain customer records.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Education
No Degree - Business Administration
Barstow Community College
Barstow, CA
High School Diploma -
Barstow Baptist Academy
California
06.2001
Skills
Time Management
Attention to Detail
Relationship Building
Courteous and Professional
Data Entry
Client Engagement
Work Planning and Prioritization
Oral communication
Adaptable and Flexible
Honest and Dependable
Creative Thinking
Reliable and Responsible
Excellent Written and Verbal Communication
Computer Proficiency and Microsoft Office
Engaging with Diverse Customers
Certification
Notary Public for the State of South Dakota
Commission expires March 28, 2030
Timeline
Personal Financial Associate
Black Hills Federal Credit Union
01.2024 - Current
Teller
Black Hills Federal Credit Union
06.2023 - 01.2024
Accounts Payable and Receivable Specialist
AMCON Distributing
11.2018 - 05.2023
No Degree - Business Administration
Barstow Community College
High School Diploma -
Barstow Baptist Academy
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