Sacheen Day Email & Phone Number

New Harmony, In, Us

United States

Mount Carmel, Illinois

New Harmony, In

Coordinated and executed all aspects of customer relationship management, team supervision, financial accountability and business administration for a community credit union.Instrumental in exceeding sales and business goals while driving operational efficiency, new account openings, referral networking and customer retention. Directed a team of 10 employees through all phases of professional development/training, performance reviews, scheduling, sales pitch presentation and best practices.Played an integral role in managing inbound calls, conducting financial audits, handling fraudulent charges and addressing inquires related to CD’s, checking/savings accounts, HSA, IRA’s and home equity loans.Cooperated with various departments to cross-sell banking products while promoting company services at public outreach events.Participated in Welcome Week at University of Southern Indiana (USI), providing financial advice and banking solutions to 200+ diverse international students.

Evansville, In

Delivered exceptional administrative support to four financial advisors, prospective clients and existing members for a brokerage service company. Responded to inquiries regarding retirement investments, annuities and IRA’s while managing and scheduling calendar appointments for face-to-face meetings with clients. Helped Financial Advisors with Seminars held to help educate clients on retirement opportunities and options. I greeted clients at events and helped assist with leading clients through the food line and with surveys of the event.

Evansville, In

Facilitated and led branch operations, team development, consultative sales, financial administration and client relations for a personal banking institution.Established reputation for achieving year-over-year revenue growth through superior customer service, remarkable sales & service support, dynamic leadership and steadfast decision-making. Partnered with the International Department at USI to support incoming students with new account openings, financial literacy, onsite transactions, safety deposit boxes and mobile banking kiosk. Earned three promotions throughout tenure for remarkable performance and contributions to profit generation, sustained business, risk management, account acquisitions, financial/credit reporting and customer satisfaction.