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Work Background
WSECURetail Financial Wellness Manager
Aug. 2021United StatesResponsible for coaching, promoting, and sustaining a service culture centered on financial wellness and needs-based selling. Collaborate directly with the VP of Retail Operations, Retail Directors, and Branch Leaders across 25 branches in Washington to enhance member engagement behaviors that align with financial wellness initiatives. Developed and implemented a comprehensive branch-wide onboarding program, providing personalized support to member consultants, which reduced the training period by 50%.
WSECUMember Consultant
Nov. 2020 - Aug. 2021Tumwater, WA
My HouseholdHomemaker
Jan. 2019 - Nov. 2020I was blessed with the opportunity to be home with my children.
WSECUBranch Manager
Jan. 2012 - Dec. 2018Chehalis, WALead team members in achieving Brand Promise Excellence. Developed team members within their current role and their potential career goals through the facilitation of timely & effective Observation Coaching, Monthly Dialogues, and Evaluations. Held Team accountable while motivating them to achieve team goals.
Fostered an environment based off of positive communication by building trust and respect with each individual. Lead the Chehalis team successfully through the Member Consultant transition using servant leadership, transparency in direction, and consistent communication. Built strong community relationships within Lewis County based off of the WSECU Pilars of Giving and identify areas where WSECU can directly support the community. Personally involved in volunteering time most recently as a Reading Buddy at R.E. Bennett Elementary and Policy Council member for Lewis County Head Start.
WSECUMember Service Officer Team Leader
Apr. 2009 - Jan. 2012Olympia, WALead Member Service Officers & Branch Support Officers, in achieving Brand Promise excellence.
Facilitate and deliver timely & effective Observation Coaching, Monthly Dialogues, and Evaluations. As well, as foster an environment based off of positive communication. Hold Team accountable while motivating them to achieve their Destination 6 production goals as well as career goals.
Provides support to Assistant and Branch Manager as well as other leaders in WSECU
WSECUTeller Team Leader
Oct. 2005 - Apr. 2009Olympia, WALead Teller Team to achieve Brand Promise excellence.
Facilitate and deliver effective Teller Observations, Monthly Dialogues, and Evaluations. As well, as foster an environment based off of positive communication. Hold Teller Team accountable while motivating them to achieve their Destination 6 referral goals.
Provides support to other Team Leaders
WSECULead Teller
Jul. 2005 - Oct. 2005Olympia, WAPerformed all required teller duties such as but not limited to; processing member requests/questions effectively, balancing cash drawer, TCD, and vault within balancing guidelines, performing cash audits as well as teller work audits, and balancing the Over And Short General Ledger.
Operationally sound, training other team members with new procedures and policies.
Performed On-the-Spot coaching.
Motivated Teller Team to reach referral goals by creating contests and activities which fostered team work in achieving the goals that were set
WSECUTeller
Jun. 2003 - Jul. 2005Olympia, WAPerformed all required teller duties such as but not limited to; processing member requests/questions effectively, balancing cash drawer and vault within balancing guidelines, performing cash audits, and balancing the Returned Items General Ledger.
Met and exceeded referral goals.
KeyBankTeller
Jun. 2001 - Jun. 2003West Olympia, WAPerformed all required teller duties such as but not limited to; processing member requests/questions effectively, balancing cash drawer and vault within balancing guidelines, performing cash audits, while meeting and exceeding sales goals.
Vanity (clothing)Sales Assiociate
Mar. 2001 - Jun. 2001West Olympia, WA
Kids Kampus DaycareTeacher's Assistant
Jun. 1998 - Jun. 2001Tumwater, WA
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