Heather Backstrom Email & Phone Number

Brainerd, Minnesota, United States

Brainerd, Minnesota, United States

Baxter, Mn

KEY ACHIEVEMENTS• Cultivated member-centric ecosystem with core values of Caring, Excellence, and Integrity• Represented branch and organization by nurturing partner relationships with members, sponsor organizations, vendors, and other financial institutions. Participated in civic events and initiatives to increase exposure in the community• Oversaw opening of a new credit union branch in local market. Managed one branch and directed decisions and projects to facilitate new location construction. Collaborated across departments and levels to achieve the goal of a successful on-time opening RESPONSIBILITIES• Managed all staffing and resource allocation functions including hiring, training, managing development, and conducting periodic performance assessments. Supervised in-house Mortgage Loan Officer and Small Business Banker • Trained staff to create extraordinary experiences to encourage member retention and strengthen Net Promoter Survey (NPS) scores. Monitored branch operating results aligned to established objectives. Took appropriate steps on a daily basis to correct adverse situations and contributed strategies to increase efficiency while still taking calculated risks• Modeled consistent, professional approach while coaching staff and solving complex issues. Maintained current knowledge of all state and federal regulations• Evaluated branch operations and monitored office activity including transaction volumes, teller errors, loan volumes, personnel sales, and new accounts. Underwrote, approved, processed, and closed consumer loans while analyzing risks• Monitored key products and sales within branch to validate ethical business practices, high quality member service, and employee accountability. Uncovered needs aligned with member financial goals and in support of organizational scorecard

Brainerd, Mn

• Supported peers and leaders by coaching less experienced employees• Provided excellent service, managed time, and worked independently. Performed all teller duties including new checking, savings, CD, and IRA accounts• Originated, processed, underwrote, and closed personal, auto, watercraft, home equity, and first mortgage purchase and refinance loans. Provided credit counseling as needed

Brainerd, Mn

• Communicated plans and implemented campaigns for meeting and exceeding periodic branch goals. Reviewed and maintained periodic and ad hoc branch reports• Actively participated in employee recruitment; scheduled and supervised orientation for new staff. Coached and developed employees. Completed and delivered performance reviews• Prospected new consumer and small business clients by liaising with the community. Cross-sold and upsold products including uninsured investments, mortgages, and commercial loans

Baxter, Mn

• Resolved client problems. Executed outbound customer courtesy and sales calls• Prospected new small business accounts and investments. Cross-sold and upsold consumer and business products including non-FDIC insured investments, mortgages, and commercial loans

Monticello, Mn

• Supervised teller staff as backfill for managers. Delivered excellent customer service, managed time, and worked independently. Prospected new small business accounts and investments• Consistently met and exceeded every periodic sales goal set; earned top district and regional recognition and national ranking. Motivated staff to achieve goals

Bachelor'S In Business And Psycology - In Progress, Business Administration And Management, General

Bachelor'S In Business And Psycology - In Progress, Business Administration And Management, General

Bachelor'S In Business And Psycology - In Progress, Business Administration And Management, General