Collaborated with the Business Development and Marketing teams to attract individuals ages 18 to 35 to the Credit Union by hosting focus groups and seminars; participated in local community events to help individuals realize their financial goals and to educate them about the benefits of becoming a Credit Union member.

Processed changes and posted monetary transactions to existing accounts and loans. • Earned the Circle of Excellence Award for outstanding service, sales goals achievement, and community service. • Researched and handled member account and loan inquiries; assisted members with problem resolutions. • Managed VISA card transactions and disputes, ACH transactions, basic Individual Retirement Account transactions, payroll deductions and allotments, online banking and bill payment services, and check ordering process. • Performed OFAC screenings using Verafin system. • Complied with regulations such as Bank Secrecy Act, Currency Transaction Report, OFAC compliance rules, Reg CC Funds Availability, Suspicious Activity Report, and USA Patriot Act. • Identified signs of potential fraud; deterred fraudulent activities; reported suspicious activities. • Recognized cross-selling opportunities and referred members to the Credit Union products and services; achieved sales goal for new accounts and loans; accomplished over 110 percent of sales goal annually.

Provided teller services to members including monetary transactions and service delivery coordination. • Promoted to Service Specialist.

Provided excellent customer service by assisting customers with their banking needs. • Offered Bank Teller position after internship; promoted to Senior Teller in six months. • Complied with bank security policies and procedures during a robbery, which resulted in no occurrence of injury and led law enforcement to the arrest of the robber. • Accurately and efficiently handled vault, ATM, and night-drop activities; balanced work and completed reconciliation tasks daily. • Processed monetary transactions and became proficient with 10-key. • Trained and supervised two new interns, who were offered a teller position with the bank after their internship. • Earned the highest score among all branch employees during a customer service contest. • Identified sales opportunities and referred customers to banking products or services; accomplished personal daily goals of at least two referrals.