Offers a broad range of bank related experience in the areas of excellent customer relationship management, selling and cross-selling experience, along with strong research, review and reporting skills. Well versed in managing operations and processing overdraft and returned items; end-of-month reports, cash audits and daily settlements. I have exceptional interpersonal communication skills, both written and verbal. Strong ability to effectively multi-task in a fast-paced office environment motivated towards achieving set goals and deadlines in a timely manner. I am experienced in customer service professional and energetic work attitude.
10 key typing
Microsoft Office, Word, Excel, and PowerPoint
Outlook Express and Webmail
Adobe Professional 8
Adobe Acrobat Pro
Wellness Committee Chair/Member
Operations Committee Member
E-Commerce Committee Member
Relay for Life Committee Member
Active listening skills
Strong organizational skills
Energetic work attitude
Large cash/check deposits expert
Adaptive team player
Collaborated with department and faculty members to design a year-round standard-based curriculum. Served on the Wellness Committee. Served on the Operations Committee. Worked directly with Compliance department and President/ CEO to successfully manage the processes for over 3-5 in-house trainingsessions per year.
Training and Development CoordinatorDec 2013 to Feb 2017 Hawaii Community FCU － Kailua Kona, HI
My functions & tasks provides direction to the Credit Union's management, employees and volunteers training and development function.• Evaluates organizational objectives, develops and delivers training and development programs that anticipate Credit Union needs, and prepares the staff for upcoming changes.• Develops and delivers new hire orientation program in the areas of: security; CU philosophy; CU differences; in-house training and computer training programs; products and services; and member services and sales skills.• Presents periodic training sessions on member services, sales, safety, procedures and the computer system.• Coordinates with the Compliance department in updating and providing timely in-house training on Regulations and policies prior to implementations.• Develops training schedules for management, staff and volunteers. Training could be of an in-house nature, hiring external experts, or the use of outside conferences or seminars.• Coordinates with external agencies in providing training opportunities such as the Hawaii Credit Union League, Big Island Credit Union Managers Association, Hawaii Employer Council, Workforce Development and others.• Maintains all in-house resources for training. Resources could include staff members, books, pamphlets, CDs, DVDs, computer programs, and other materials.• Ensures maximum utilization of training room, training materials, and equipment.• Administers tests and retains records of testing that measure the effectiveness of staff learning.• Maintains records of training planned and completed for all volunteers and staff.• Provides supervisors with training records to be used for performance appraisal review.• Provides monthly training report to the President/CEO.• Along with Human Resources Manager, develops training budget and annual tactical plan.• Updates Products and Services Handbook and Operations Manual.• Develops appropriate delivery vehicles and visual design media for training development programs that maximize trainee comprehension.• Participates and provides input in Operations, Loan, and Service Excellence committee meetings.• Assists in planning and coordinating the annual Employee Joint Conference.• Along with the Marketing and Human Resources Departments, promotes financial education for youth by providing training to Student Credit Union program participants.
Member Service SpecialistFeb 2007 to Feb 2013 Hawaii Community Federal Credit Union － Kailua-Kona, HI
My functions & tasks are a variety of member services such as opening and closing share accounts, renewing share certificates, and assisting members with bookkeeping and checking account problems. I answered member's questions regarding Credit Union services that we provide & a variety of account maintenance duties. I perform specific assigned side-jobs including various clerical and receptionist functions, and assist my fellow Member Service Specialist and/or Tellers with duties as required. I represent the Credit Union in a courteous and professional manner & receive share deposits and loan payments. I process cash advances, travelers' checks, cashiers' checks, money orders, wires, disburses cash or check share withdrawals, processes transfers, verifies transactions, resolves discrepancies promptly, balances daily transactions and verifies cash & check totals. Investigates and resolves out-of-balance conditions. Analyze, research and resolve problems and discrepancies related to member accounts/loans. Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications. Counsel current and prospective members about products and services. Ensure cash and other negotiable instruments are handled properly. Identify opportunities to cross service products and increase product penetration Perform platform banking functions. Understand and comply with federal and other regulations relating to financial products and services. May assist with Branch Office vault opening, closing and balancing procedures. May serve as a Branch Office and/or ATM vault custodian. Perform other duties as assigned. Ability to work independently and in a team environment. Familiarity with savings and checking products, accounts and services. Basic active listening skills to accurately respond to inquiries and account requests. Basic organizational, planning and time management skills. Basic research, analytical, and problem solving skills. Basic skill building effective relationships through rapport, trust, diplomacy and tact. Basic skill exercising initiative and using good judgment to make sound decisions. Basic skill maintaining composure in a high production and changing environment. Basic skill navigating multiple screens and PC applications and adapting to new technologies. Basic skill performing mathematical calculations and working accurately with numbers. Basic verbal and written communication skills.
Teller Clerk IFeb 2004 to Feb 2007 Hawaii Community Federal Credit Union － Kailua-Kona, HI
Receives members personally or by telephone at assigned counter station; determines the nature of the member's business and either completes the transaction or refers the member to the appropriate staff personnel. Provides, in person or by telephone, routine information covering credit union services or policies including, but not limited to what a credit union is; eligibility for membership; how to apply for membership; types of accounts available; insurance coverage of shares and loans; loan policy; interest rates charged on loans; how interest is computed on loans; how dividends on shares are computed; how to start, stop or change a payroll deduction/direct deposit; the location of the credit union offices, office hours and telephone services. Practices and implements the 5 magical steps when servicing members which includes make eye contact and smile, greet member by name, review receipts with the member, read important message at the bottom of receipts, and thank member by name. Participates in credit union SLS program by cross selling credit union services and referring a sale. Receives share deposits and loan payments in person, through “Night Drop”, Express box, ATM machine or by mail and processes the transaction. Provides money order services. Remits travelers checks. Disburses cash or check share withdrawals in person, by telephone or by mail. Operates on-line teller terminal; provides in person, by telephone or by mail, such information as members may request concerning the status of his or her account. Accounts for assigned cash, transactions, and balances to the cash drawer per the teller-total report. Remits documentation to the Accounting Department. Is responsible for pre-authorized share-to-loan transfers. Accurately maintains a cash drawer as provided by policy. Processes cashiers checks. Operates drive-through. Places stop payments on Share Draft accounts. Processes share draft orders, VISA cash advances.
Sales Associate/ Assistant ManagerOct 2000 to Dec 2004 Food Pantry/Lamont's Gifts & Sundries － Kailua-Kona, HI
My functions and tasks were to greet customers and ascertain what each customer wants or needs.
I opened and closed cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits to the Bank.
I was responsible to open and closed the store.
I had made the scheduling for staff when Manager was away.
Had trained and assisted with the new hires.
I maintained knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
I computed sales prices, total purchases and receive and process cash or credit payment.
I placed special orders or called other stores to find desired items and shipped where desired.
I cleaned shelves, counters, and tables.
I exchanged merchandise for customers and accepted returns.
I bagged or package purchases,and wrapped gifts.
I helped customers try on or fit merchandise to their specific needs.
I did inventory on stock and requisition for new stock.
High School Diploma1993Konawaena High & Intermediate School Kailua － Kona, HICollege Semester in Business and Management
Place of Birth: Torrance, Califonia
Date of Birth: 23rd of February, 1975
Present Resident in Captain Cook, HI
Status: Married with 1 child (age 3)
Hobbies: Spending time with my family, Exploring, Taking walks
Able to lift 50+ pounds
Professional and friendly
Careful and active listener
Strong public speaker
Managing Multiple Priorities, Projects and Deadlines
How to Deliver Grand-Slam Customer Service
Communicating Through E-Mail: Top 10 Dos and Donts
HR Advisor: The Three Habits of Highly Productive Organizations
Classroom management Proficient in creating and maintaining schedules