* inform, educate, and implement business to enroll in business online banking, offering all cash management products such as ACH, Wires, and bill pay AmeriCU offers * Work with the Commercial Loan officers and Credit Risk team to facilitate the loan process, from application to closing, for all loans in process. Also, assists with annual loan reviews * Maintains ongoing communication with business members to assist with the collection of financial information as needed, as well as resolve delinquencies.* Attends Financial Center meetings to provide commercial lending coaching/mentoring to ensure the highest sales and customer service standards.

Additional responsibility including daily vault balancing, cash ordering, general ledger preparation and coin machine balancingCoach and mentor new tellers on the day to day task of being a teller as well as setting an example for how to achieve monthly goalsAssist fellow tellers in determining check holds, finding cash differences and correcting deposit errors

Processed daily member transactions, including deposits, withdrawals, money transfers, loan payments, and selling cashier’s checks.Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance.Assisted members with various questions and concerns related to their accounts and credit union products Responsible for achieving monthly, quarterly and yearly referral goals so members could achieve financial success

Worked alongside CEO to successfully complete successful client financial planning and investment managementMaintained up to date client records while being responsible for the successful completion of custodial paper needed to create, update and maintain client accountsResponsible for the trading of small business retirement account plans (SIMPLE IRA)Assisted the CEO in any Ad hoc tasking that came up throughout the workday

Responsible for the creation of Past Performance references regarding government cybersecurity contracts, as well as assisting proposal managers in answering questions regarding the references as best fitMaintained a pipeline of all actively sought contracts, making weekly updates and creating weekly change summary / updating dashboard Researched business opportunities, historic customer trends, and competitive landscape, using a variety of government databases (sam.gov, FPDS.gov, USAspending.gov) Ran Daily standup meetings with up to 15 participants of Business Development and additional departments within AIS, recorded and disseminated notes to team Accommodated ad hoc tasking to meet short turn priority business requests

Created financial models to track, analyse and then create projections for revenue, taxes, commission and net profitsAssisted with maintaining Blue Sox academy store front and batting cages while managing point of sale systemNegotiated the sale of sponsorship opportunities with local business owners for the upcoming season