Results-driven Senior Associate with extensive experience in project management, financial analysis, and strategic planning. Demonstrated ability to leverage strong analytical skills to identify trends and implement data-driven strategies that enhance business growth. Recognized for improving team performance and client relationships through exceptional communication and proactive problem-solving. Expertise in fostering collaboration and executing complex projects efficiently.
Overview
21
21
years of professional experience
Work History
Sr. Associate II
Acrisure
Grand Rap
03.2019 - Current
Mentored junior staff, providing coaching on best practices and career development strategies.
Developed and implemented training programs for new associates to ensure compliance with company policies.
Evaluated process workflows and recommended improvements to enhance operational effectiveness.
Collaborated with compliance teams to ensure adherence to regulatory standards and internal policies.
Prepared comprehensive reports for senior leadership, summarizing project outcomes and insights.
Identified training needs within the team and developed targeted learning modules for skill enhancement.
Analyzed data and created reports for senior management.
Provided direction and guidance to junior associates on complex tasks.
Maintained positive working relationship with fellow staff and management.
Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
Created invoices for clients with precision and promptness.
Ensured timely completion of data entry assignments.
Cultivated strong relationships with servicers to uphold client service standards.
Senior Member Service Specialist
State Employees Credit Union of Maryland
Towson
06.2013 - 03.2019
Executed process improvement initiatives that streamlined member service operations and enhanced overall efficiency.
Facilitated team collaboration to resolve complex member inquiries and improve service delivery.
Managed member account inquiries with attention to detail and adherence to compliance regulations.
Coordinated training and development sessions for staff to elevate service standards and operational best practices.
Resolved member issues promptly, ensuring a high level of customer satisfaction and loyalty.
Developed training materials that enhanced onboarding experiences for new team members.
Monitored performance metrics to identify areas for improvement and recommend actionable solutions.
Provided expert advice on financial products and services to meet member needs effectively.
Maintained accurate records of member interactions to ensure continuity and quality of service.
Collaborated with cross-functional teams to enhance system functionalities and member experience.
Facilitated communication between departments to promote a cohesive approach to member service.
Processed loan payments and deposits in accordance with policies and procedures.
Verified compliance with applicable laws and regulations relating to banking activities.
Updated account information in the system accurately according to established guidelines.
Assisted in training new staff on best practices for member service operations.
Performed daily audits of financial transactions to ensure accuracy of accounts.
Identified member needs through conversations and recommended appropriate products or services to meet those needs.
Researched complex account discrepancies and provided solutions to resolve them quickly and effectively.
Provided guidance and support to junior staff members regarding customer service techniques.
Developed relationships with members through proactive outreach efforts such as phone calls, emails, and social media interactions.
Assisted with the development of new processes for improving overall customer experience at the branch level.
Monitored queues and ensured timely response times when servicing customers via phone or email.
Handled escalated complaints from members in a professional manner while maintaining a positive attitude towards resolution of the issue.
Participated in weekly team meetings and shared insights gained from interactions with customers.
Maintained an up-to-date knowledge of all products, services, policies and procedures offered by the organization.
Provided exceptional customer service to members and potential members by responding to inquiries, resolving issues, and processing transactions.
Enhanced member relationships by providing excellent service during each interaction.
Helped members resolve account problems and navigate internal systems to handle routine needs.
Answered member questions about products and services.
Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
Consulted with customers regarding needs and addressed concerns.
Presented and explained services and products to meet member needs.
Delivered quality service by assessing, advising and assisting credit union members.
Processed cash and check deposits every day.
Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
Reviewed new account applications to verify eligibility of prospective members.
Handled calls for new sign-ups, service cancellations and cross-selling opportunities.
Completed transactions for membership renewals and extensions.
Audited customer account information to identify issues and develop solutions.
Leveraged software and systems to research and resolve member inquiries.
Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Supported sales team members to drive growth and development.
Controlled security keys and codes for branch access.
Member Service Generalist
Aberdeen Proving Ground Federal Credit Union
Aberdeen
09.2004 - 02.2012
Conducted compliance monitoring to ensure adherence to regulatory standards and internal policies.
Facilitated training sessions to enhance employee skills and knowledge, fostering professional development.
Developed and implemented policies that aligned with organizational goals and regulatory requirements.
Managed employee onboarding processes to ensure smooth transitions for new hires into the organization.
Advised management on employee relations issues, promoting a positive workplace culture.
Supported performance management initiatives by providing feedback and guidance to staff members.
Streamlined communication between departments, enhancing collaboration and reducing misunderstandings.
Organized employee engagement activities to boost morale and foster teamwork among staff.
Reviewed and updated training materials to reflect current best practices and organizational policies.
Resolved customer complaints in a timely manner while providing excellent customer service.
Coordinated with department heads to develop processes that improved efficiency across departments.
Managed schedules, made appointments, and gathered supporting materials.
Facilitated brainstorming sessions among team members aimed at generating creative ideas.
Created detailed reports on project progress and performance metrics.
Maintained positive working relationship with fellow staff and management.
Identified needs of customers promptly and efficiently.
Set specific goals for projects to measure progress and evaluate end results.
Managed teller team operations.
Executed audits on a monthly and daily basis.
Supervised handling of significant cash holdings.
Authored annual performance evaluations for tellers.