I specialize in the development of core systems, product design, and process improvement. With expertise in financial product development, I have created a suite of offerings, including business checking accounts, reciprocal sweep accounts, Business Online Banking, Remote Deposit Capture, ACH Origination, Online Wires, and Positive Pay.

As the lead of Business Relations, I spearheaded system upgrades and developed comprehensive training programs for the team. I oversaw the Business Banking Platform, including business services, new account opening, and core platform. My purpose was to drive business product development, maintain upgrades, and enhance efficiency through designing system enhancements.

I was involved in the planning and execution of our core systems and business services conversion process for the credit union, ensuring a smooth transition and seamless integration of new systems and enhanced efficiencies. I also provided services to both Business Members and internal Team Members within the Credit Union, specializing in managing business deposit and loan accounts. My responsibilities included offering technical assistance, troubleshooting system issues, and serving as a subject matter expert in business banking operations and systems. I employed strong problem-solving abilities, accuracy, and initiative in a fast-paced, team-oriented environment.

I have a proven track record in leading branch operations and delivering exceptional service to our members. I excel at driving sales, fostering team collaboration, and implementing strategies to enhance branch operations and member satisfaction. I am passionate about building strong relationships within our community and achieving our team goals.

This role focused on account processing, sales, and operational efficiencies. I honed my skills in conducting interviews, facilitating sales, and counseling members. My proficiency extends to document design and template development aimed at enhancing organizational efficiency. Notably, I have successfully restructured account-opening procedures, resulting in reduced errors and improved staff responsiveness. I am recognized for my strong communication skills and track record of achieving high client satisfaction rates.