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Client Service Credit Union

Middletown, NY
January 31, 2024

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Stephanie Cushing

** ********** *****

Middletown NY 10940


Employment History

Heritage Financial Credit Union

Middletown NY March 2023-Present

Branch Manager

-Responsible for branch monthly loan and deposit goals. Referring too and assisting the Financial Service Representative with meeting and exceeding these goals.

-Responsible for branch weekly cash control.

-Underwrite, approve and process personal loans, home equity loans, and personal lines of credit.

-Recruit, develop and coach credit union employees.

- Ensure adherence to regulatory procedures and credit union policies including branch monthly and weekly audits.


April 2021-January 2023

Commision Departments Manager

-Responsible for Cosmetic/Fragrance, Jewelry and Furniture monthly sales goals.

-Led all three departments to exceed yearly goals in 2021 and 2022.

-Recruit, educate, develop and promote employees.

-Adhere to Macy’s policies and procedures including monthly audits. Sterling National Bank

Middletown NY April 2004- June 2019

Assistant Vice President-Client Service Manager

-Responsible for maintaining the daily operational integrity of the financial center, and assisting the Managing Director with meeting sales and referral goals.

-Recruit, educate, develop and promote, and council financial center associates.

-Maintain control of assets, negotiable instruments, and assisting Senior Client Service Associate with the Teller Staff.

-Ensure compliance with regulatory requirements as well as procedures and policies.

-Responsible for branch cash control, daily reporting, and adherence to policy.

-Underwrite, approve and process personal loans, home equity loans, and lines of credit.

-Maintain records to ensure compliance of federal and state standards, external and internal auditing.

-Scheduling of Personal Banker, Client Service Associate, and Teller Staff.

-Assisting Managing Director, Personal Banker with development of new client relationships, as well as strengthening existing relationships.

-Responsible for internal and external maintenance of the financial center. Education

-Minisink Valley Central School-1982 graduate, regents diploma. Having been in the financial industry for over 30 years; I am looking for an employment opportunity that will utilize my management and customer service experience and enhance my career.

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