Melissa Foote
Athens
Summary
Dynamic financial services professional with a proven track record at ORNL Federal Credit Union, excelling in credit analysis and customer relationship building. Enhanced member satisfaction through effective loan application reviews and cross-selling strategies, contributing to revenue growth. Committed to regulatory compliance and continuous improvement in service delivery.
Overview
5
5
years of professional experience
Work History
Financial Services Officer
ORNL Federal Credit Union
Athens, TN
11.2022 - Current
- Assisted members with account inquiries and transaction processing.
- Executed loan application reviews, ensuring compliance with credit union policies.
- Supported daily operations by maintaining accurate financial records and documentation.
- Collaborated with team members to streamline customer service processes and enhance member satisfaction.
- Analyzed member feedback to identify areas for service improvement and implement changes.
- Mentored junior staff in best practices for member engagement and issue resolution.
- Increased revenue by identifying cross-selling opportunities and promoting additional financial products to clients.
- Maintained detailed records of all transactions for easy retrieval during audits or investigations.
- Strengthened compliance efforts by staying up-to-date on industry regulations and implementing appropriate internal controls.
- Delivered exceptional customer service through prompt response times, clear communication, and a thorough understanding of client objectives.
Retail Banker II
Woodforest National Bank
Burlington, NC
10.2021 - 10.2022
- Processed customer transactions efficiently using banking software.
- Assisted clients with account inquiries and product offerings.
- Educated customers on financial products to enhance service.
- Collaborated with team members to streamline branch operations.
- Maintained compliance with banking regulations and procedures.
- Developed strong customer relationships to promote loyalty.
- Resolved customer issues promptly to ensure satisfaction.
- Participated in training new staff on operational protocols.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
Education
High School Diploma -
Pasco High School
Dade City, FLSkills
- Equity valuation
- Cash flow management
- Credit analysis
- Financial auditing
- Banking operations
- Customer relationship building
- Teller transactions
- Cash management
- Loan applications
- Financial services
- Sales goals
- Regulatory compliance
- Willing to learn
Timeline
Financial Services Officer
ORNL Federal Credit Union
11.2022 - Current
Retail Banker II
Woodforest National Bank
10.2021 - 10.2022
High School Diploma -
Pasco High School