Customer Service Representative

Jamia Oliver

Senior Financial Services Consultant - SECU Credit Union

Baltimore, MD

***********@*****.*** - 443-***-****

To obtain a challenging and rewarding position within an esteemed organization that will utilize my skills and

expertise while offering the chance for advancement.

WORK EXPERIENCE

Senior Financial Services Consultant

SECU Credit Union - August 2010 to Present

Ensure compliance with policies and procedures and with monthly audits

• Perform daily loan audits, ensuring all proper documents are included and complete

• Educate members on appropriate products and services based on needs

• Open, close and balance branch

• Effectively provide positive hands-on coaching and training to new hires and staff as needed

• Participate in effective lobby management.

• Prepare work schedules for branch employees

• Resolves internal and external branch issues in collaboration with branch management

• Provide guidance and training in order to check work for accuracy. Assist branch management in the tracking

of quality referrals and loans (loan closings and service levels)

• Manage results of bank at work groups by utilizing and navigating the ACT system

• Conduct home equity closings

• Lead team to close on average 2 million in loans annually

• Prepare and execute branch annual budget

• Provide coverage for teller side as needed in both supervisory and production roles

Financial Services Consultant

SECU Credit Union - August 2008 to July 2010

Provide branch coverage in the platform and teller areas of the branch

• Actively support corporate and branch goals

• Educate new and existing SECU members on all products and services

• Establish new account memberships to include checking, money manager, IRAs, CDs, and loan accounts

• Process loan applications from data entry to disbursement for various types of loans to include auto, personal,

secured loans, credit cards, etc

• Initiate account services including online banking, bill pay, mobile banking, direct deposit

• Conduct maintenance on existing SECU accounts to include ordering checks, change of address, payroll

deductions, etc

• Responsible for meeting individual and team service and sales goals

• Cross-trained on teller line

Customer Service Representative II/ Senior Trainee

Susquehanna Bank - July 2007 to August 2008

Assist Senior Customer Service Representative by settling vault, ordering cash shipment, preparing cash item

reports, automatic teller machine reports, outages report, and disciplinary paperwork

• Cross sell/refer bank products and services

• Assist customers with performing everyday banking needs such as transfers, withdrawals, deposits, wire

transfers, advances, and payments

• Audit and replenish the automated teller machine

• Under dual control, log and process night deposits

• Cross-trained as a financial service representative

Teller

Municipal Employees Credit Union - January 2007 to April 2007

Assist head teller by maintaining dual control on vault, proving the vault every evening, and completing branch

settlement paperwork

• Assist members with transactions such as withdrawals, Visa cash advances, deposits, payments, and loan

advances

• Promote other services offered to members such as travelers checks, money orders and MECU bank checks

• Cross-train and assist other tellers in daily job functions

• Verify deposits made through the Automated Teller Machine and credit/debit appropriate accounts and GL's

EDUCATION

AA in Accounting

Community College of Baltimore County

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