TRACEY AVERY
EXPERIENCE
INSURANCE SALES REPRESENTATIVE, BANKERSLIFE.
SCHEDULE APPOINTMENTS, ZOOM MEETINGS.
MEMBER SERVICE SUPERVISOR, COAST CENTRAL CREDIT UNION HOOPA, CA. PROVIDED PROMPT EFFICIENT AND FRIENDLY CUSTOMER SERVICE, ANALYZE RESEARCH AND RESOLVED PROBLEMS AND DISCREPANCIES RELATED TO ACCOUNTS AND LOANS. COUNSEL CURRENT MEMBERS ON PRODUCTS AND SERVICES, ENSURE CASH AND OTHER NEGOTIABLE INSTRUMENTS WERE HANDLED PROPERLY. UNDERSTAND AND COMPLY WITH FEDERAL REGULATIONS RELATING TO FINANCIAL PRODUCTS AND SERVICES. ASSIST WITH BRANCH OFFICE OPENING AND CLOSING, AND BALANCING. SERVED THE ATM VAULT AS NEEDED. EDUCATION
1981 HIGH SCHOOL DIPLOMA
HOOPA VALLEY HIGH SCHOOL- HOOPA, CA
2017 COMPLETION OF ALL BSA REQUIREMENTS FOR SUPERVISOR COAST CENTRAL CREDIT UNION.
LICENSE THROUGH THE STATE OF CALIFORNIA FOR HEALTH AND LIFE SKILLS
TEAM MANAGEMENT
APPLICATION PROCEDURES
DOCUMENTATION AND REPORTING
SUPERIOR ORGANIZATION SKILLS
TIME MANAGEMENT
CASH HANDLING ACCURACY
STRONG COMMUNICATION SKILLS
DEPENDABLE AND RELIABLE
ACTIVITIES
INVOLVED IN COMMUNITY: RAISED FUNDS FOR RELAY FOR LIFE, SUPPORT THE ALZHEIMER’S ASSOCIATION. THE PRESIDENT FOR HOOPA BOOSTERS.