Assist clients with their financial needs and transactions by explaining different financial products or services the credit union offers while remaining compliant with industry standardsIdentified and prevented illicit financial transaction attempts by recognizing red flags in member account activity in combination with advanced fraud detection softwareTrained in handling member transaction disputes by knowing the proper channels and regulations for complaints regarding financial discrepanciesPerform daily spreadsheet analysis in Microsoft Excel using logged transactional data with pivot tables, advanced formulas, functions, charts, and complex formatting for presenting KPIs

Used data from CRM software to track leads and manage sales in order to build short term financial forecasts using Microsoft Excel for informed small business decision-making Closed over $10,000 worth of sales from generated leads and conducted outreach through targeted prospecting and networking efforts Applied Dale Carnegie principles during sales presentation walkthrough tours, in combination with other selling methodology to enhance negotiation and closing abilities in customer interactionsDemonstrated expertise of specialized products and services within a niche industry highlighting unique features and benefits to effectively address customer needs

Maintained detailed financial records of payments received, invoices issued, and other financial transactions to track and reconcile customer chargesReferred to well kept transaction records for handling customer disputes and questions regarding service charges or company policy Applied personal finance principles daily, such as tracking income from deliveries and managing expenses related to fuel or vehicle maintenance for self employment IRS forms and deductionsGenerated detailed receipts for customers that provided accurate recording of delivery, additional charges, and timely payment processing

Successfully managed and trained a team of lifeguards using the EDGE method of leadership, in combination with coaching and motivational techniques for achieving team goals Interacted with patrons, staff, and senior management daily to address inquiries, concerns, and feedback in a professional manner that resulted in a safe pool environment Strategically managed medical emergencies by providing clear communication, solutions, and support during time sensitive incidents Provided regular updates and reports to area supervisors for making informed managerial decisions related to budget allocation, ensuring financial resources were efficiently distributed

Rescued 6 active drowning patrons and administered emergency care, demonstrating exceptional composure and skill under high-pressure circumstancesHeld accountable for the safety of all individuals and activities on pool grounds, instilling a culture of safety and rigorous adherence to protocolsCovered shifts at different area pools when special requests were made, ensuring that staffing gaps were swiftly addressed to maintain operational integrityActively participated in monthly staff meetings and in-service trainings, contributing valuable insights, and continuous improvement within the teamConducted hourly safety checks and maintained an open line of communication with management, identifying and addressing potential safety concerns to uphold the highest standards of safety and efficiency