- – Provide exceptional customer service and support to members at the counter.
- – Process financial transactions accurately, including cash balancing and data entry.
- – Present and cross-sell credit union products to meet members' financial needs.
- – Lead institution-wide fundraising strategies generating over $15 million annually.
- – Foster collaborative team environment and build relationships with key stakeholders.
- – Develop and implement advancement policies ensuring ethical management of funds.
- – Oversee incident management process and lead team to swift resolution.
- – Analyze incidents and categorize recurring issues to enhance protocols.
- – Communicate with stakeholders and document troubleshooting steps effectively.