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Operations ~ Client Services ~ Team Building

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Profile of Qualifications


Ø  Dynamic manager with extensive experience in steering human resource, business development, customer service, and administrative operations; expertise in the financial services industry

Ø  Excel in hiring, training, developing, and leading customer-focused teams; effectively steer staff meetings and conduct performance evaluations to boost bottom-line results

Ø  Proficient in developing/updating policies and procedures to enhance productivity and efficiency of operations as well as designing and administering innovative programs to build business and customer loyalty

Ø  Adept in strategically prioritizing, planning and coordinating workflow/projects to maximize use of time and resources

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Professional Experience


Branch Supervisor, Preferred Federal Credit Union-Belding, MI                          1999-Present

  Proficiently drive full-scope operations as Branch Supervisor; Loan Officer, Member Services Manager and VISA Coordinator

  Effectively recruit, hire, train, schedule, and direct employees; conduct proactive staff meetings to maximize performance and ensure achievement of company objectives

  Actively consult with members to define lending and financial service needs, present optimal loan, product and service solutions and approve loans while controlling financial risk

  Have strategically expanded revenue streams and improved member satisfaction and retention by designing, implementing and administering effective Overdraft Protection and Gift Card programs

  Apply sharp analytical skills and detail orientation toward efficiently balancing ledger as well as managing high-volume cash ordering and handling

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VISA Coordinator Seminars-Grand Rapids, MI

IRA Web Class

On-the-Job Training in Loans and Budgeting






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Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging new career opportunity where my strong managerial skills will contribute to your success.  To acquaint you with my qualifications, I am submitting my resume for review; in advance, thank you for your time and consideration.


As demonstrated, I offer a decade of experience with Preferred Federal Credit Union, where as Branch Supervisor I have been responsible for a full range of business operations.  My areas of expertise span human resources, business development, client services, program management, and administrative operations. I have consistently excelled in building dynamic teams, generating new business, optimizing customer retention and satisfaction, and maximizing operational and financial performance.


As an employee, you will find me to be a driven team player and motivating leader committed to supporting you in achieving your objectives and prepared to deliver both immediate and long-term results.  I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.






Theresa Remelts

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