Ashley Charles
California
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Recruit Presentation Specialist
Navy Federal Credit Union
06.2014 - 02.2015
- Educated new United States Marine Corps recruits and new Marines throughout and upon completion of recruit training about Navy Federal banking practices, policies, and products through live presentations to large numbers of recruits at once as well as providing guidance and instruction in smaller groups or one-on-one settings when needed.
- Printed, sorted, and compiled hundreds of new member welcome packets each week with careful attention to ensure no new member's personal information was compromised.
- Processed hundreds of forms and applications for new membership account openings as well as lines of credit, visa credit, and debit cards weekly.
- Assisted recruits with debit card and account maintenance.
- Served our active duty, retired, and civilian members by performing the responsibilities of Member Service Representatives within the branch.
- Received new Marines and their families weekly to answer any questions about new and existing products and policies; set up online banking; and create new memberships for eligible family members if desired.
Member Service Representative
Navy Federal Credit Union
04.2012 - 06.2014
- Performed any and all teller line responsibilities, including all cash and check transactions while maintaining an organized and balanced drawer.
- Counted, verified and handled ATM and vault cash and assets.
- Provided guidance on what products could best take care of our members.
- Monitored account activity for fraud and took appropriate action for any fraud found.
- Executed wire transfers, stop payments, check orders, account transfers, accepted payments, and provided members with any requested account documents.
- Maintained an organized and welcoming lobby.
- Received and directed members to desired member services throughout the branch while maintaining and protecting confidential member information.
- Received and directed phone inquiries to various member services which included internal and external branch and corporate communications.
- Processed and submitted applications for personal and collateral loans, mortgages, debt consolidations, credit cards, and lines of credit.
- Earned and maintained the role of Loan Officer authorizing me to research and review loan applications, within my approved parameters, to make the final decision.
- Coordinated and consulted with senior loan officers when needed.
- Performed branch opening and closing procedures safely and accurately.
Bank Teller
Wells Fargo
04.2011 - 04.2012
- Assisted customers with setting and signing up for new services.
- Directed and escorted customers to the appropriate bankers or loan officers.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Counted and packaged currency and coins.
- Reconciled cash drawer and resolved discrepancies.
- Audited fellow teller currency to contribute to dual-control procedures.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed customer transactions promptly, minimizing wait times.
- Identified sales opportunities and referred customers to branch partners in financial services.
Claims Processor
Anthem Blue Cross Blue Shield
07.2009 - 02.2010
- Independently worked quickly and efficiently to process health insurance claims through proprietary data entry software.
- Became proficient on Anthem's Medicaid and Medicare software platforms enabling me to easily navigate between tasks.
- Resolved authorization code errors to correct patient's claims.
Education
No Degree - Accounting And Business Management
East Carolina University
Greenville, NCNo Degree - General Studies
Mitchell Community College
Statesville, NCSkills
- Ability to multitask and prioritize
- Attention to detail
- Data entry
- Verbal and written communication
- Problem-solving
- Collaborative teamwork
Timeline
Recruit Presentation Specialist
Navy Federal Credit Union
06.2014 - 02.2015
Member Service Representative
Navy Federal Credit Union
04.2012 - 06.2014
Bank Teller
Wells Fargo
04.2011 - 04.2012
Claims Processor
Anthem Blue Cross Blue Shield
07.2009 - 02.2010
No Degree - Accounting And Business Management
East Carolina University
No Degree - General Studies
Mitchell Community College
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