Calvin Dennis
Universal Member Service Advisor
Atlanta
Summary
Organized financial professional aiming to fulfill a role within a dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations. Proven success in exceeding sales goals utilizing creative sales strategies and financial product expertise.
Overview
15
15
years of professional experience
2
2
Certifications
Work History
Universal Associate Lead
Associated Credit Union
04.2024 - Current
- Enhancing member experiences and building rapport by efficiently addressing and resolving member inquiries and concerns.
- Ensuring compliance with operational policies and procedures to maintain branch optimization.
- Adapting to new responsibilities throughout the branch, setting the tone for flexibility and commitment to team success.
- Oversee branch operations, making essential decisions in the branch manager's absence to maintain seamless operations.
UNIVERSAL MEMBER SERVICE ADVISOR II
ITHINK FINANCIAL CREDIT UNION
08.2018 - Current
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Opened business accounts and provided detailed information to prospective business members to support their financial needs.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for members.
- Interviewed members and applicants to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Reviewed credit applications for risk factors and credit worthiness.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Extensive knowledge, proficiency and utilization of various software, websites and computer systems. (Microsoft Office Suite, Keystone, Corelation, Payments Exchange, Meridian Link and OnBase)
- Complied with regulatory guidelines and requirements of BSA, AML, and OFAC policies and procedures.
RECEIVING MANAGER/RETAIL SALES ASSOCIATE
BED BATH & BEYOND
09.2013 - 12.2019
- Assessing customer needs and providing assistance and information on products and product features
- Maintain presentable in-stock conditions in all assigned areas
- Process POS purchases
- Complied with all inventory control procedures
- Overseeing all incoming and outgoing shipping activities to ensure accuracy, completeness and optimal condition of each shipment.
JOB COACH/EMPLOYMENT SPECIALIST
ST. JOHN’S COMMUNITY SERVICES
10.2010 - 10.2011
- Assisting individuals at various job sites with their employment search
- Assisted clients with special needs with job searches as well as seeking employment on their behalf
- Maintained a monthly log of each client’s progress through the program
- Visited individual work sites to assist with training and onboarding of each client.
Education
ASSOCIATE OF ARTS DEGREE - Graphic Design
COLLEGE OF SOUTHERN MARYLAND
08.2007 - 6 2009
undefined
HUNTINGTOWN HIGH SCHOOL
Diploma - GRAPHIC ARTS
Skills
Policies and Procedures Adherence
CRM Software
Attention to Detail
Cross-Selling and Upselling
Loan Processing
Sales Professional
Risk Mitigation and Fraud Prevention
Certification
Notary Public
Timeline
Universal Associate Lead
Associated Credit Union
04.2024 - Current
Notary Public
03-2023
Medallion Signature Guarantor
03-2023
UNIVERSAL MEMBER SERVICE ADVISOR II
ITHINK FINANCIAL CREDIT UNION
08.2018 - Current
RECEIVING MANAGER/RETAIL SALES ASSOCIATE
BED BATH & BEYOND
09.2013 - 12.2019
JOB COACH/EMPLOYMENT SPECIALIST
ST. JOHN’S COMMUNITY SERVICES
10.2010 - 10.2011
ASSOCIATE OF ARTS DEGREE - Graphic Design
COLLEGE OF SOUTHERN MARYLAND
08.2007 - 6 2009
undefined
HUNTINGTOWN HIGH SCHOOL
Diploma - GRAPHIC ARTS
Similar Profiles
Shondrea ClarkShondrea Clark
Wire Transfer Supervisor at Associated Credit UnionWire Transfer Supervisor at Associated Credit Union
Irene LeonardIrene Leonard
Branch Manager at Associated Credit UnionBranch Manager at Associated Credit Union
STACY SANDERSSTACY SANDERS
Universal Associate Lead at Associated Credit UnionUniversal Associate Lead at Associated Credit Union
Travis MayTravis May
Customer Service Rep I Remote at HomeCare DeliveredCustomer Service Rep I Remote at HomeCare Delivered
Larry Bailey Jr.Larry Bailey Jr.
Retail Sales Associate at Home DepotRetail Sales Associate at Home Depot