Candidate Information Name Available: Register for Free Title Relationship Banker Credit Union Target Location US-OR-Gresham Email Available with paid plan Phone Available with paid plan	20,000+ Fresh Resumes Monthly     View Phone Numbers     Receive Resume E-mail Alerts     Post Jobs Free     Link your Free Jobs Page     ... and much more Register on Jobvertise Free
Search 2 million Resumes Keywords: City or Zip:	Related Resumes Credit Union Team Members Gresham, OR Account Management, Project Manager, Relationship Building Hillsboro, OR Qa Lead Credit Cards Sherwood, OR Customer Service Administrative Assistant Wilsonville, OR Agile Transformation Product Management Portland, OR Accounts Payable Accounting Specialist Hillsboro, OR Accounts Payable Customer Service Jennings Lodge, OR

Candidate's Name
Relationship BankerGresham, OR Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEWork ExperienceRelationship BankerBeneficial State Bank - Portland, ORJuly 2023 to PresentAs a relationship banker I develop new and existing business and consumer banking relationships by actively sourcing new business from prospective clients and keeping in contact with existing clients and expanding their baking relationships and offering exceptional service . In addition to this my daily duties include : In person and over the phone inquires and account maintenance. Opening new business and consumer accounts(according to compliance guidelines) Proactively assessing customer financial information by completing needs assessment Product recommendations Booking Secured credit card loans Online banking and account trouble shooting Cash handling and processing Document request Virtual banking appointments/signings Account updates GL postings for credits/debits Wire processing Loan payment processing Daily teller transactions (Im also full time backup teller) Card disputes Check ordering and processingRental Assistance Case workerHorneApril 2022 to October 2022As a caseworker I processed many applications for rental assistance for the state of California. This required reviewing necessary identification documents to determine authenticity,reaching out to applicants via phone and email for more information and reviewing applications for complete and correctness. I also handled inbound communications via email and phone for assistance with completing applications and obtaining all necessary documentation for proof of residency, income and identity. I worked on a small team and processed hundreds of applications weekly until the project concluded in October.Member Accounts SpecialistTrailhead Credit Union - Portland, ORAugust 2019 to February 2022I started with trailhead back in 2019 as 1 of 2 tellers at my location. In my 3 years working at Trailhead I was promoted first to head teller and left with the title "New Member Account Specialist". As the new account specialist my main job was to process all new membership applications that came into the credit union via phone, website or in person. In addition to opening all new accounts for my location, my daily work Duties included: Assisting with member inquiries both in person and over the phone. Making transfers, loan payments(both in person and remote) processing credit card and personal loan applications assisting with online banking inquires Assisting with training /overseeing the new tellers Document requests Account updates Cash and Check processing GL postings for credits/debits for internal account balancing Vault managing /balancing Member follow-up Auto loan processingSenior Member Service SpecialistOnPoint Community Credit Union - Portland, ORJanuary 2015 to August 2019As a member service representative I dealt indirectly with members in assisting with their everyday needs and occasional issues. Working in a local, inbound call center I was expected to know a little bit about every function and department within the credit union. My responsibilities included updating member information, Educating members on certain company wide policies. Assisting with the transferring of funds (both internal and external transfers) and also connecting our members with the correct departments/contacts when I am unable to assist. I was also given the responsibility of training new-hires and preparing them for their daily responsibilities. Records Specialist (Intern)OnPoint Community Credit Union - Portland, OR2010 to January 2015While still working with the title "Intern" I was also hired on as a "part-time" employer in the records department. With this secondary "part-time" title I was able to work afterschool hours and during all holiday breaks. I was able to maintain this part time position after graduation up until I had my son and even return after a few months of staying Home. As a records specialist I dealt directly with our member representatives who put in document requests for our members. My main responsibilities included, securely handling confidential member information and inputting it into our databases. I Also corrected documents/system information and retrieved documents from our system upon request. In addition to working in records, I also assisted other departments and did things like post mailed-in checks to member's accounts and a variety of information filing. Accomplishments I left my department as the youngest employee in our whole operations department to ever have key access to our confidential records room.Corporate Internship Program(CIP)De La Salle - Portland, OR2010 to June 2014During my high school career I was enrolled into a corporate internship program through my school which required me to work once a week in order to help pay my tuition. Accomplishments I held the same job throughout my four years of high school I had been awarded Intern of the month at least once every school year Freshman year I was given the opportunity to work with my corporation during the school breaks to earn extra money and I am still currently working there as a part-time employee. Educationassociates degree in general studiesPortland Community College2016 to 2018De La Salle North Catholic High School2010 to 2014preparatory schoolSkills Customer Service Credit Union Call Center 10 Key Data Entry Databases Clerical Experience QuickBooks Typing Accounting Phone Etiquette Research Conflict Management Administrative Experience Office Management Cash HandlingAssessmentsBusiness math  ProficientDecember 2021Using basic math to solve problems in a business context Full results: ProficientData entry: Attention to detail  ProficientDecember 2021Maintaining data integrity by detecting errorsFull results: ProficientSpreadsheets with Microsoft Excel  ProficientDecember 2021Knowledge of various Microsoft Excel features, functions, and formulas Full results: ProficientIndeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.Additional InformationSKILLS Communication ability clerical ability I pick up new concepts quickly Four -years member service experience Time management Resourcefulness Account/member management skills Great problem solving skills Efficient in 10-key