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Credit Union Client Service

Location:
Zion, IL
Posted:
August 03, 2023

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Resume:

Experience

GRACIE HERNANDEZ

Office Manager

224-***-**** adyosd@r.postjobfree.com Zion, IL 60099

Highly organized and results-driven professional with experience in providing comprehensive client service to sophisticated financial institutions. Exceeds targets, utilizes consultative sales approach, and leverages technical expertise to build relationships with clients. Skilled in gathering data and identifying customer needs while providing effective solutions to meet goals. Experienced in navigating complex financial products, analyzing market data, and providing accurate reports.

Senior Banker

CONSUMERS CREDIT UNION, Waukegan - Gurnee, IL

May 2022 - Present

Assessed customer needs, identified solutions, and provided guidance on product selection to meet their requirements.

Developed comprehensive financial plans and strategies to increase profitability, reduce risk and optimize returns for clients.

Researched tax laws and regulations related to banking products and services in order to ensure compliance with applicable laws.

Participated in strategic planning meetings with upper management team in order to create long-term objectives for the bank's growth.

Assistant Branch Manager

CONSUMERS CREDIT UNION, Waukegan - Gurnee, IL

November 2019 - May 2022

• Directed daily branch operations, leading the team to exceed monthly sales goals. Maintained knowledge of banking products and services in order to effectively assist customers with their financial needs.

Analyzed financial data to identify trends in business activity and recommend solutions for improving operational efficiency.

Participated in community events to promote bank's services while building relationships within local market.

Supervisor

CONSUMERS CREDIT UNION, Waukegan - Gurnee, IL

February 2017 - November 2019

• Provided leadership and guidance to teller staff, ensuring compliance with bank policies and procedures. Performed daily balancing tasks including verifying accuracy of funds received from previous day's transactions.

Identified areas of improvement in processes related to teller operations and proposed solutions accordingly.

• Handled training and hiring of new tellers, fostering efficient and knowledgeable employees. Banker

ASSOCIATED BANK, Waukegan, IL

Education

Skills

May 2016 - February 2017

• Supported branch in achieving individual and team goals while acting in customer's best interest.

• Ensured compliance with relevant banking regulations and implemented internal controls.

• Participated in community outreach programs designed to promote financial literacy. Supervisor

WENDY'S, Gurnee, IL

May 2012 - April 2016

• Scheduled labor force based on anticipated business volume to maintain optimal staffing levels.

• Continuously monitored product availability while managing stock levels accordingly.

• Efficiently resolved customer complaints regarding food quality or service issues in a timely manner. GED

College Of Lake County, Grayslake

April 2014

• Client Satisfaction

• Operational Efficiency

• Risk Mitigation Strategies

• Government Rules and Regulations

• Excellent Team Leadership

• Typing and 10-Key Entry

• Staff Management

• Resolving Customer Issues



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