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.