Elmer Lloyd
Martinez
Summary
Proactive Assistant Branch Manager with great financial product expertise and passion for customer service. Commended for going above and beyond to exceed corporate goals demonstrated over [6] years of financial industry expertise.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
SRP Federal Credit Union
09.2022 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Developed strong working relationships with staff, fostering a positive work environment.
- Submitted loan applications to underwriter for verification and recommendation.
- Consulted members to boost product sales and services.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Member Service Representative III
SRP Federal Credit Union
11.2021 - 09.2022
- Helped large volume of members every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Conducted regular coaching reviews, by providing constructive feedback, setting clear expectations and identifying areas for improvement for MSR's.
- Track MSR's goals to ensuring goals are met.
- Recognize and reward high performance to motivate and encourage employee growth.
- Trained new personnel regarding company operations, policies and services.
Member Service Representative II
SRP Federal Credit Union
09.2018 - 11.2021
- Helped large volume of members every day with positive attitude and focus on customer satisfaction.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Opened members accounts and provided deposit and withdrawal receipts.
- Processed loan application to underwriters for approval
Assistant Manager
Flight Finance
05.2017 - 10.2018
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
- Assisted borrowers in understanding loan terms, preventing confusion and promoting transparency throughout the process.
- Identified opportunities for cross-selling additional financial products, increasing revenue for the organization.
- Analyzed credit reports to determine eligibility of applicants and capacity for loan products.
Education
Marketing Management - Marketing Management
Southeastern Technical College
Swainsboro, GA05-2000
Skills
- Banking
- Operations management
- Business development
- Team development
- Relationship building and management
- Financial product sales
- Strong leadership
- Branch operations management
Accomplishments
2023 SRP leadership graduate.
Certification
Certified Financial counselor
Timeline
Assistant Branch Manager
SRP Federal Credit Union
09.2022 - Current
Member Service Representative III
SRP Federal Credit Union
11.2021 - 09.2022
Member Service Representative II
SRP Federal Credit Union
09.2018 - 11.2021
Assistant Manager
Flight Finance
05.2017 - 10.2018
Certified Financial counselor
Marketing Management - Marketing Management
Southeastern Technical College
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