Experienced banking professional with over 13 years' experience with a strong focus on operations and compliance. Passionate about finances and financial literacy. My objective is to find a position with opportunity for growth within the compliance field of banking. I am looking to work at a company that shares similar values to my own.
Responsible for general branch operations and operations team. Work daily with employees on escalated member situations to find creative solutions. Focus on recruiting, interviewing, hiring and training new operations employees. Responsible for deceased member process, including all contact with account/loan survivors, collecting proper documentation, follow through with contacts and completion of deceased files. Responsible for monthly branch audits, including cashboxes, ATM, vault and negotiable items. Assists with projects and product testing when needed. Assist with opening new accounts, account maintenance, teller transactions and phone queue answering when needed. Support operations team and other employees within the credit union with override and exception approvals, including wires, card orders, possible account or ID fraud, fees, general transaction processing, fiduciary & deceased accounts and IRA's when needed. Strong focus on rules and regulations within banking industry including, all regulations, BSA, OFAC, CID, card processing and many other compliance functions. Approve remote deposit applications daily, input limits and member contact info into RDA systems. Responsible for monthly high risk/red flag, check kiting and inactive checking reports. Collaborate with other department function areas on how to improve efficiency for employees and members. Manage branch cash, vault balancing and daily ATM balancing and funding. Assist in writing and delivery of reviews, organization of branch employees contests and weekly operations meetings.
Completed all job functions of Financial solutions representative with added responsibilities of branch operations and management. Managed cash flow for branch including ordering cash for branch, vault and CDM custodian. Made sure staff followed break and lunch schedule. Assisted with monthly 1 on 1's and review writing. Assisted with projects as needed. Completed monthly branch audits prior to submission to operations department. Followed all opening and closing procedures. Assisted with staff compliance and system trainings as needed. Participated in new hire interview process, trained and mentored new and existing employees. Audited new accounts and loan packets prior to being submitted for official auditing and scanning. Worked with other departments to provide feedback on efficiency of current processes and procedures. Stayed current with all credit union rules and regulations.
Assisted members with opening of new accounts, general account maintenance, completed process from application to funding of consumer and home equity loans. Assisted teller line when needed. Assisted in general branch operations such as branch closing and opening procedures. Met sales goals for success of First Tech credit union. Participated in all trainings and meetings. Was promoted to branch lead after 6 months.
I enjoy all the things that make the pacific northwest great including hiking, camping, paddling, biking and local fruit and berry picking. I love to engage in my community and take part in as many volunteer opportunities as I can. I have volunteered with SMART, habitat for humanity, the Oregon food bank and Christmas for kids. My son is finally getting to the age that he can volunteer his time and enthusiastic energy with me, and I cannot wait to share that with him. My current employer did not have a volunteer time program when I started. I brought attention to the importance of this benefit and we added an annual paid volunteer program for our employees.
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