Process and delivery of numerous complex products such as Foreign Exchange with deliverable and non-deliverable forwards, mutual fund transfers, fixed income, equities, and coupon delivery.Ensure trades are communicated through BNY Mellon systems and sent accurately to the street for middle office clients

Provided services to members such as opening and closing of accounts as well as maintenance requests, such as revocable living trust conversions, guardianship accounts, and the removal or addition of joint ownersReferred members to products and services that would help increase the member's relationship with the credit union and assist them in meeting their financial goalsWorked with the processing of loan documents and assisting members with applying for and signing loan paperwork such as mortgages, vehicle loans, and home equity loansWorked with a team of individuals to improve the mortgage referring process and increase coworkers understanding of the different types of mortgages that are offered and how to better serve members' needsWorked with a team of individuals to provide a better knowledge base for investment services and the types of products that are offered through it. I was then able to be a liaison between investment services and my branch in order to assist my coworkers in referring investment services

This position required maintaining customer satisfaction, handling point of sales purchases, increasing charitable donations, promoting the sale of higher level products (up-selling), and working quickly and efficiently in a fast changing environment.