• Manage inquiries by downloading and processing orders through Digital Store Front, Quantum or by e-mail and phone.• User set up and support through the online portal• Edit and provide clients with proofs (digital files) of special order requests for approval before they go in production• Manage e-commerce activity through implementations for online store maintenance, including product uploads and listings• Resolve customer sales issues involving company policies such as refunds, exchanges, returns and support where applicable bia e-mail and phone• Updating statistical data, spreadsheets and reports to track customer priorities, product availability and allocation• Managing online pending, rejected and approved orders on back-end of the digital storefront in shipping and accounting program Quantum.

• Provided front line account services to members, including opening personal memberships and accounts, processing transactions and resolving member concerns• Provided and processed investment solutions based on discovery of member needs • Provided qualified referrals to G&F Insurance and Wealth Management staff, when appropriate. • Other duties as required to provide exceptional member service.

• Assisted in the implementation of the credit union’s document management solutions (Doxim, Easy Capture)• Worked with a team to scan and index the credit union’s member, Wealth Management and Commercial Lending files• Was selected to work with the HR department to digitize the personnel files• Supported branch staff in accessing their documents• Supported the branch staff by indexing all net new documents• Assisted the Manager, Process Design with tasks such as data clean up and data entry in multiple systems including their enterprise banking platform Fiserv DNA• Verified/audited the work of junior scanners to ensure files were complete and easily accessible

• Customer account management• Maintaining contact with customers and understanding of their needs• Business development and contract negotiations• Vender management and purchasing• Hiring, training and managing personnel• Planning and organizing meetings• Oversee daily office operations assuring optimum cost controls and maximizing productivity• Manage marketing and advertising activities, as well as accounts payable, accounts receivable and payroll processing• Data entry and correspondence• Management of in and outgoing communications and correspondence