Experience

Assist with branch operations by reviewing and validating financial documents and reports to ensure compliance with credit union policies and regulatory standards
Conduct data entry and account maintenance using internal financial systems to update and correct member records
Work with teams across the organization on data cleanup projects, by collaborating and conducting data entry to streamline operational processes and enhancing the quality of data
Communicate effectively with teams at over 55 branch locations across Indiana and Southern Michigan to resolve account discrepancies and provide operational support

Efficiently open new member accounts, ensuring accurate completion of all required documentation and adherence to bank policies and procedures
Process account transactions, including deposits, withdrawals, and fund transfers, with a high level of accuracy and attention to detail to ensure the cash drawer is always balanced
Collaborate with colleagues to address customer needs, referring to appropriate experts when necessary

Manage daily operations of the store, overseeing a team of 4-6 employees to ensure smooth workflow, exceptional customer service, and positive team culture
Ensure store is appropriately staffed, coordinating with the general manager and staff members when call-offs occur on shift to ensure that the store is always fully staffed
Train new team members by providing guidance on store policies, customer interactions, cash handling, and proper handling of food items
Open and close store according to managerial procedures, including balancing cash register, confirming store has adequate supplies, and ensuring store is clean and organized

Take and accurately process customer orders paying special attention to detail and operating cash registers and handling transactions while maintaining accuracy in financial transactions
Handle customer complaints or concerns with professionalism, addressing issues promptly and seeking assistance from management if needed
Prepare and serve orders to customers while maintaining cleanliness to meet health and safety regulations

Operated a multi-line telephone system to promptly and professionally answer incoming calls and direct them to the appropriate department or individual
Provided callers with adequate information while following established protocols for handling sensitive and confidential information in compliance with healthcare privacy regulations
Maintained a calm and composed demeanor during high-stress situations, such as when operating hospital paging systems to announce codes, emergencies, and other critical information to hospital staff

Conducted accurate and efficient financial transactions, including deposits, withdrawals, and account transfers, while ensuring compliance with banking policies and procedures
Utilized computer systems and banking software to accurately input and retrieve customer information, account details, and transaction records
Balanced TCR machines and cash drawers, while ensuring accuracy and that no mistakes have been made

Assist in planning events to bring awareness to health care resources and initiatives
Manage the organization’s budget, track expenses, and ensure accurate reporting of the organization's financials to the university

Taught young children from underserved communities in South Bend, IN, about non-violent conflict resolution
Planned weekly lessons and activities based on program curriculum

Page updated

Report abuse