Trey Soucy
Gilbert
Summary
Dynamic banking professional with extensive experience at Arizona Financial Credit Union, excelling in member services and cross-selling financial products. Proven ability to build strong relationships and enhance branch operations. Skilled in managing transactions while ensuring exceptional member satisfaction, contributing to overall business success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker 1
Arizona Financial Credit Union
08.2023 - Current
- Answered member questions and explained available services such as deposit accounts, savings options, and ways they can better their finances.
- Cross-sold bank products and services to meet member needs and provide options.
- Followed up with members to gather feedback and provide additional assistance.
Sr. Teller
Arizona Financial Credit Union
02.2023 - 08.2023
- Answered inquiries regarding checking and savings accounts and other related products.
- Managed daily bank operations by processing member transactions and providing exceptional customer service.
- Managed cash ordering for the Branch and for member requests.
Teller
Arizona Financial Credit Union
08.2022 - 02.2023
- Identified sales opportunities and referred members to branch partners in financial services.
- Answered member inquiries regarding account balances, transaction history, services charges, and interest rates.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Manager
The UPS Store
01.2019 - 07.2022
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Helped with large scale print jobs for customers and businesses.
- Ensured that items we packaged and shipped were properly sent out.
Education
High School Diploma -
Laurel Highschool
Laurel, MT08-2018
Skills
- Member Services
- Product Knowledge
- Cross Selling
- Branch Operations Knowledge
- Relationship Building
Certification
Carew International Sales Training
Timeline
Personal Banker 1
Arizona Financial Credit Union
08.2023 - Current
Sr. Teller
Arizona Financial Credit Union
02.2023 - 08.2023
Teller
Arizona Financial Credit Union
08.2022 - 02.2023
Manager
The UPS Store
01.2019 - 07.2022
High School Diploma -
Laurel Highschool
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