Assists members in-person, over the phone, and through online messaging with account management, cash handling, and financial services using FSP and Finastra Phoenix.Processes and funds personal, auto, and revolving credit loans, servicing mortgages and HELOCs, consistently achieving monthly sales product quotas and marketing promotion goals.Intakes new membership applications, ensuring fidelity with Chexsystems and ID Verification through solicitation and analysis of applicant documents and financial history. Coordinates in tandem with accounting, loans, and other branches to process accurate member forms and applications, and member information for financial disputes, background checks, and government records.Manages branch vault operations, balancing daily cash and check intake through general ledgers.Acts according to BSA regulations, performing enhanced due diligence for new members, large cash transactions, and suspicious activities.Trains and onboards new hires. Performed extensive beta testing and bug reports for core system transition involving double intake and processing of new and existing accounts, loans, and transactions to ensure data fidelity and accuracy

Exceeded $50k+ monthly personal sales goals by utilizing selling by numbers process to identify customer’s needs and provide personally tailored solutions Responded to customer needs and inquiries in-person, over the phone, and selling from home to provide timely and effective service, both fielding customer calls and performing 40-60 outgoing calls a dayProvided customer service in tandem with other teams and departments to work through customer issues such as delivery and technological operation issues, website and app registration and navigation, Documented daily activities for quality and to identify trends physically and digitally, including opening, closing, and inventory administrative procedures, and operated store adhering to Covid-19 restrictions and best practices

Managed Cashwrap opening and closing procedures, handling store cash on hand among multiple departmentsPerformed store administrative duties, including store mail and inputting nightly cash deposits.Trained new hires and acted in support with team members in implementing new sales and promotions, local author and community events