Work experience

Personal Advisor $-$ Float

Community Choice Credit Union $-$ Royal Oak, MI

June $2023$ to Present

Applying a 'member$-$centric' approach by using the Member Action Plan in order to uncover opportunities to improve our members$$ financial lives by saving them money, making them money, or making their banking easier and more convenient.

Utilizing and recommending available resource departments to members that best fit their needs, such as Business, Investment, or Mortgage Services.

Possess adequate product knowledge as measured by the Product Knowledge Certification Assessment

administered during New Team Member Orientation.

Effectively assist members and staff in solving accounts related issues by listening, collecting data, securing answers, and reporting results.

Accurately handle member cash, check, and loan within all rules and regulations.

Member service and teller functions are efficiently, accurately, and effectively performed in accordance with established policies and standards.

Responsible for opening member accounts, enrollment in credit union services, and clearly presenting and explaining accounts, service terms, and conditions in order to meet both member expectations and compliance requirements.

Balance daily transactions to ensure accuracy within credit unions policies.

Process member loan applications, closings, and ensure loan documentation and disbursements are complete and accurate.

Apply compliance, security, and fraud training in adherence to credit union policies and procedures to maintain the security and safety of staff, members, and membership information.Identify discrepancies and inconsistencies in member accounts and accounts. Act promptly to resolve and escalate as needed to protect the member and the credit union.

Meet or exceed sales goals and contribute to organizational and member center goals.

Responsible for adherence to the Team Member Handbook.

Personal Advisor Floats: Reasonable travel is required.

Personal Advisor

Community Choice Credit union

February $2023$ to June $2023$

Applying a 'member$-$centric' approach by using the Member Action Plan in order to uncover opportunities to improve our members$$ financial lives by saving them money, making them money, or making their banking easier and more convenient.

Utilizing and recommending available resource departments to members that best fit their needs, such as Business, Investment, or Mortgage Services.

Possess adequate product knowledge as measured by the Product Knowledge Certification Assessment

administered during New Team Member Orientation.

Effectively assist members and staff in solving accounts related issues by listening, collecting data, securing answers, and reporting results.

Accurately handle member cash, check, and loan within all rules and regulations.

Member service and teller functions are efficiently, accurately, and effectively performed in accordance with established policies and standards.

Responsible for opening member accounts, enrollment in credit union services, and clearly presenting and explaining accounts, service terms, and conditions in order to meet both member expectations and compliance requirements.

Balance daily transactions to ensure accuracy within credit unions policies.

Process member loan applications, closings, and ensure loan documentation and disbursements are complete and accurate.

Apply compliance, security, and fraud training in adherence to credit union policies and procedures to maintain the security and safety of staff, members, and membership information.Identify discrepancies and inconsistencies in member accounts and accounts. Act promptly to resolve and escalate as needed to protect the member and the credit union.

Meet or exceed sales goals and contribute to organizational and member center goals.

Responsible for adherence to the Team Member Handbook.

Personal Advisor Floats: Reasonable travel is required.

HOW WOULD YOU SUMMARIZE THIS WORK HISTORY FOR A RESUME?