• Develop and maintain financial models to support forecasting, decision-making, and long-term planning.• Assist in revenue tracking, including preparing, reviewing, and analyzing financial reports on a monthly, quarterly, and annual basis.• Provide financial insights and recommendations to leadership based on data analysis and trends.• Collaborate with cross-functional teams to align on financial objectives and ensure seamless communication of financial data.• Support budget preparation and variance analysis, ensuring financial goals are met.

Provides full-scale banking assistance including sensitive financial matters for customers with a focus on reducing the number of required steps to enhance the customer experience.• Process all transactions for members, in person or via telephone. Transactions include deposits, withdrawals, loan payments, cash advances, and transfers.• Ensure all interactions, from opening an account, deposits, ATM cards, CD/IRA/Money Market transactions, are managed prompted, efficiently and accurately.• Collaborate with the broader banking team as needed to quickly resolve problems, applying technology for efficient banking operations.• Skilled in cross-selling for various products/services and promoting the Credit Union in general.Recognized for tremendous Voice of Client (VOC), by the area manager and leaders nation wide.

• High emotional intelligence to ensure excellent customer service• Ability to learn and multitask simultaneously, and work well under pressure• Excellent analytical and problem-solving skills; able to identify problems and solutions

• Strong creative, writing, editing, organizational and planning skills and a willingness to learn from others• Familiarity with financial reporting standards and practice • Maintained accuracy in data entry and reporting, meeting deadlines for tax filings and financial reports.• Proficiency in financial analysis tools, including Microsoft Excel and Google Sheets

Assisting students on computers in the lab.Aiding students on how to book tutoring appointments.Marketing for tutoring sessions.

This was a continuation of the leadership cohort and I got to discover my leadership traits through a Myers-Briggs Type test.

I was a student senator who advocated for students on campus and their needs.

It was an amazing semester leadership cohort where I learnt a lot about leadership skills and working with team members.

• Trained new employees on company procedures, recognized for providing friendly professional customer service and teamwork• Coordinated and operated drive-thru and front cash register• Ability to handle multiple initiatives simultaneously and work well under pressure• High emotional intelligence to ensure excellent customer service

Greeted customers at the counter and took /delivered orders; applied knowledge of the menu to advise customers for choices.