Money that you'll need in the short term or that you can't afford to lose — the down
payment on a home, for example — is best invested in relatively stable assets, such as money market funds,
certificates of deposit (CDs) or Treasury bills.
Promoted from Teller position to Member Service Representative April 2003 Established credit union memberships Opened savings, checking, individual retirement, and
certificate of deposit accounts and explained options
of each to member Prepared all paperwork and assisted members in signing
of documentation Cross sold and created Visa check cards in branch Responded to members» questions and concerns via phone queue and online communucation center Opened safety
deposit box accounts Performed daily maintenance
of the loan applicant database Entered and submitted applications to the loan officers for review and status decision Educated members
on the variety
of loan products and
payment protection options Maintained up - to - date knowledge
of credit union products and policies Exceeded cross sell percentage goals with consultative, value - focused customer serviceapproach Exceeded marketing goals by cross selling various credit union products and services Provided back - up for other member service representatives and tellers when needed Maintained dormant account log Executed check orders Back - up for Managers with vault combinations Prepared and executed settlement documents for the following loan products: Home equities (fixed rate and HELOC's), ordered appraisals and flood
certificates Auto loans Unsecured lines
of credits VISA credit card lines.