Sara Kulp Email & Phone Number

Scappoose, Or, Us

Evaluate the needs of Credit Union and plan training programs accordingly. Provide employees with classroom training, demonstrations, on-the-job training, meetings, conferences, and workshops. Provide branch support and onboard new employees to the Credit Union. I am certified in The Member advantage and Integrity Coaching as a facilitator.

Evaluate needs of Credit Union and plan training programs accordingly. Provide employees with classroom training, demonstrations, on-the-job training, meetings, conferences, and workshops. Provide branch support and onboard new employees to the Credit Union.

Oversee branches and coach managers with growth strategies. Develop sales staff to work with members' deposits and loan products. Cultivate and effectively manage long-term, trusting relationships. Responsible for the effective performance of full-service branches, including operations, production, customer service, training, security, and safety, in accordance with Wauna's objectives. Promotes our sales and service culture through coaching and staff motivation. Leads in achieving individual and branch goals through new business development, referrals, and retention of account relationships. Served as an ambassador of Wauna's mission, vision, and values. Provides leadership, accountability, encouragement, and training to branch managers and teams in the pursuit of our credit union's core purpose.

St Helens, Oregon, United States

As the Member Service Manager, I oversee the provision of a full range of services to members and prospective members. I train, direct, and supervise the branch staff. I am accountable for maximizing revenues, sales, and member satisfaction, minimizing operational losses, deepening existing relationships, and minimizing member attrition. I also ensure that established policies and procedures are followed.

Scappoose And St Helens Oregon

Oversee the efficient operations of the branch to ensure all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to members and staff. Responsible for overseeing the teller function, ATM balancing, night depository processing, Fed cash processing and member service duties. As the MSM I support the new accounts and loan desk and have knowledge of IRA’s Responsible for keeping tellers trained. Prepare a one on one coaching sessions once a month, hold team members accountable for goals Handle the hiring process and termination. Organize monthly meetings for branches and present new procedures, policies or training. Focus on the team to encourage growth and extend them to their abilities.

•Routinely work with consumer customers and small business clients to build and deepen relationships by uncovering financial needs and recommending and selling the best products, services and solutions to meet those needs ◦Quoting rates, terms and programs for loan customer requests ◦Responding to customer inquiries and concerns and creating customized solutions ◦Recognizing and referring cross-sell opportunities. ◦Monitor and track daily/weekly sales activitie ◦Obtaining referrals from customers •Meeting and exceeding consumer and small business client goals with the utmost of accuracy and highest ethical standards •Opening deposit accounts and selling financial products (e.g. credit cards, CDs, IRAs, loans) •Partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals •Identifying opportunities to introduce customers to specialists and business partners •Building solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration •Ensuring the customer’s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (e.g. customer’s banking, small business, mortgage and investment needs) •Execute sales and service tactics, activities and processes, as appropriate •Leveraging available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy •Proactively managing risk in every business, product, and service transaction leveraging available tools