Member Experience Advocate - Universal

Jan 2025 - Current

• Responsible for rotating branch duties, including paying and receiving functions.

• Responsible for accurately processing and adhering to Avadian’s Operations and Protocols.

• Cultivate member relationships and use retail strategies along with Avadian’s Preferred Way of Selling to develop sales leads and provide needs based solutions to members from Avadian's full range of financial products and services.

• Adhere to action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities.

• Explain consumer, mortgage, and business loan products to members, profile members' needs, and recommend loan options.

• Support the branch member retention and relationship expansion through regular contact with existing and potential members.

• Maintain a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures.

• Maintain a thorough knowledge of Avadian’s client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports.

• Request, evaluate, and interpret credit information from Credit Bureau reports to ensure compliance with Avadian guidelines and federal regulations.

• Explain reasons for denials and explore options for members when accounts are denied.

• Possess a good understanding of the consumer loan process, guidelines, and a complete understanding of IRA's.

• Balance the branch vault, CDM, and ITC, as necessary.

• Fill in at other branches as needed.

• Perform other duties as assigned.

Associate Banker - ME

May 2023 - Aug 2024

As an Associate Banker at Chase, I provided exceptional customer service by assisting clients with their banking needs, including transactions, account inquiries, and financial guidance. My role involved building relationships with customers, identifying opportunities to match them with appropriate banking products, and ensuring a seamless and positive branch experience. Through this position, I honed my skills in communication, problem-solving, and delivering personalized financial solutions, contributing to both customer satisfaction and the branch's success.

Retail Sales Associate

June 2019 - Jan 2023

As a Retail Sales Associate, I assisted customers with product selection, provided excellent service to ensure a positive shopping experience, and drove sales by promoting products and services. My responsibilities included maintaining a well-organized and visually appealing store, handling transactions accurately, and addressing customer inquiries or concerns effectively. This role allowed me to develop strong interpersonal skills, sales techniques, and the ability to work efficiently in a fast-paced environment.