EMILY GREGORY
Universal Banker
Mount Juliet
Summary
Banking professional with comprehensive expertise in financial services and client management. Proven ability to enhance customer experiences and streamline banking operations. Focused on collaborative team efforts and adaptive to dynamic work environments. Strong skills in account management and customer service.
Overview
11
11
years of professional experience
Work History
Universal Banker
FirstBank
04.2023 - Current
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Assisted branch manager in meeting quarterly account bonus by executing various marketing strategies and initiatives.
- Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
- Trained and mentored banking staff to maximize performance, efficiency, and compliance.
- Demonstrated expertise in diverse banking platforms, consistently staying updated on industry trends and product offerings to better serve clients.
Member Service Representative
Navy Federal Credit Union
06.2020 - 07.2021
- Improved member experience by managing systems outages and distributed information to fellow employees residing in the Far East Region, including Japan, South Korea, and Guam
- Lead weekly welcome sessions on financial readiness to over 3900 service members which expanded community outreach and resulted in an increase in new memberships and loan applications
- Taught bi-weekly seminars for Marines’ leadership classes on online security, credit building, and financial responsibility
- Ensured daily compliance by balancing vault and ATM, submitted reports, completed daily branch capture, and conducted surprise audits on cash bags
Loan Assistant
Scott & White Employee’s Credit Union
02.2019 - 10.2019
- Interviewed loan applicants to obtain personal and financial data for loan applications
- Completed transactions between loan establishment, borrowers, and sellers
- Assembled loan closing documents such as titles, tax receipts, insurance, and loan forms
- Analyzed, evaluated, and rectified discrepancies in interest and principal calculations, payments, and closing costs.
Member Service Representative
Navy Federal Credit Union
11.2016 - 12.2017
- Versatile and experienced in various roles including Teller, Service Representative, and Mortgage Loan Originator.
- Originated mortgage loans for customers begin their transition from overseas to stateside
- Coached members on electronic systems including online banking, mobile apps, and ATMs
Financial Service Specialist
Regions Bank
01.2015 - 03.2016
- Received quarterly award for most account acquisitions, accumulated 67 checking accounts
- Onboarded new customers and educated them on products, services, and promotions
- Met loan goal by guiding customers through lending products offered such as HELOCS, HELOANS, Credit Cards, and Auto Loans
- Practiced follow-up strategies to retain current and newly acquired customers
- Developed and implemented a team initiative that raised branch customer satisfaction by 17%
Education
Bachelor of Arts - Psychology
University of Tennessee
12.2014
Skills
- Relationship management
- Customer Service
- Loan origination
- Small business operations
- Financial Acumen
- Operations management
Timeline
Universal Banker
FirstBank
04.2023 - Current
Member Service Representative
Navy Federal Credit Union
06.2020 - 07.2021
Loan Assistant
Scott & White Employee’s Credit Union
02.2019 - 10.2019
Member Service Representative
Navy Federal Credit Union
11.2016 - 12.2017
Financial Service Specialist
Regions Bank
01.2015 - 03.2016
Bachelor of Arts - Psychology
University of Tennessee
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