Summary
Overview
Work History
Education
Skills
Timeline
Generic

Deb Wallace

Pocatello

Summary

Experienced with member advisory services and providing personalized support. Utilizes problem-solving skills to address member issues and enhance satisfaction. Track record of building strong relationships and ensuring high member retention through effective communication and tailored solutions.

Overview

18
18
years of professional experience

Work History

Member Advisor 2

Westmark Credit Union
05.2020 - Current
  • Provided ongoing support to members, ensuring prompt resolution of issues and concerns.
  • Collaborated with team members to achieve branch goals and improve overall performance.
  • Contributed to a positive work environment by fostering collaboration between colleagues and promoting open communication channels within the team.
  • Consistently met or exceeded sales targets through proactive outreach efforts such as cold-calling and networking events.
  • Built strong relationships with members, resulting in increased loyalty and referrals.
  • Completed thorough financial assessments to accurately determine the needs of each member before offering customized solutions.
  • Developed comprehensive knowledge of products and services to better assist members in reaching their financial goals.
  • Assisted members in navigating online banking platforms, promoting the use of digital tools for ease of account management.
  • Enhanced member satisfaction by providing personalized financial advice and tailored solutions.
  • Delivered exceptional customer service through active listening, empathy, and timely communication with members.
  • Maintained strict adherence to compliance guidelines while processing transactions and managing accounts.
  • Leveraged industry trends analysis to stay informed about new product offerings that may benefit our clients.
  • Streamlined processes for improved efficiency in handling member inquiries and requests.
  • Conducted regular portfolio reviews with clients, offering recommendations for adjustments based on market conditions or personal circumstances.
  • Identified opportunities for cross-selling additional products and services, increasing member engagement.
  • Participated in community events to build brand awareness and strengthen connections with local organizations.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Handled complaints with prompt, courteous service to uphold professional reputation.
  • Verified customer identification and documentation for compliant transactions.
  • Educated and engaged customers with new bank products and services.
  • Opened customer accounts and provided deposit and withdrawal receipts.
  • Resolved customer issues through thorough dispute investigation.

Teller Coordinator

US Bank NA
01.2007 - 01.2020
  • Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
  • Addressed employee issues and conflicts, applying listening and communication skills to promote quick resolution.
  • Boosted team morale and productivity by fostering a supportive work environment and offering regular feedback.
  • Supported the development of tellers by creating skill-building opportunities and facilitating knowledge-sharing sessions.
  • Maintained accurate records of daily transactions, promoting transparency and accountability within the team.
  • Facilitated communication between tellers and other departments within the bank, enabling smoother problem-solving processes for all parties involved.
  • Managed branch vault by verifying accuracy of cash transactions.
  • Assisted tellers in cashing checks by verifying signatures and amounts.
  • Improved cross-selling of bank products by providing tailored recommendations based on customer needs.
  • Collaborated with other departments to resolve complex customer issues, ensuring timely resolution and satisfaction.
  • Conducted various branch operations tasks such as balancing and replenishing ATM, TCD and shipment processing.
  • Handled large volumes of currency securely while adhering to established security protocols, reducing risk of loss or theft.
  • Trained and coached tellers on banking operations to provide exceptional customer service.
  • Increased accuracy in transaction processing by conducting thorough audits and reconciliations.
  • Received checks for deposits, entered information into database and issued receipts.
  • Ensured compliance with banking regulations by staying current on industry changes and updating policies accordingly.
  • Trained newly hired tellers, providing extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives.
  • Performed teller scheduling to achieve appropriate branch coverage for business needs.
  • Provided exceptional customer service in high-pressure situations, maintaining professionalism even when faced with difficult customers or circumstances.
  • Executed various customer deposits, withdrawals, and money orders.
  • Identified potential fraudulent activities, protecting the bank''s assets through diligent monitoring of transactions.
  • Balanced cash drawers at the end of each day, ensuring accurate reporting and minimizing discrepancies.
  • Recognized potential sales opportunities to cross-sell appropriate products and services to clients and make qualified referrals.
  • Motivated tellers to achieve sales and service goals with continuous coaching.
  • Counted cash drawers and made bank deposits.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.

Education

GED -

American Falls High School
American Falls, ID

Skills

  • Exceptional communication
  • Goal-oriented mindset
  • Training and coaching
  • Client retention strategies
  • Cross-selling proficiency
  • Customer service
  • Customer support
  • Relationship building
  • Financial transactions
  • Product sales
  • Dispute resolution
  • Transaction processing
  • Point-of-sale system
  • Teamwork and collaboration

Timeline

Member Advisor 2

Westmark Credit Union
05.2020 - Current

Teller Coordinator

US Bank NA
01.2007 - 01.2020

GED -

American Falls High School

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Deb Wallace