Financial Coach
CurrentMember Center· Successfully extended relationship products such as GAP, Route 66, and extra checking accounts by effectively articulating benefits and protections to members.· Led in business referrals, facilitating funding needs for loans exceeding $50k by identifying business requirements and guiding members through the process.· Demonstrated comprehensive knowledge of business financials to better facilitate customers in reaching their personal and business financial goals.· Championed the adoption of ACH capturing system, streamlining business-to-customer relationships and improving payment processing efficiency for those businesses.Virtual Branch· Achieved 170% of credit life and credit disability goal, exceeding payment protection plan targets.· Recognized as NPS Champion for three consecutive months for outstanding customer service.