Shala S. Stewart
Denham Springs
Summary
Seeking an opportunity to contribute to a dynamic office environment and acquire valuable experience. Dedicated to making a positive impact through a strong work ethic, attention to detail, and effective collaboration with team . Committed to continuous learning and professional growth, ready to take on new challenges and make a meaningful contribution to the organization.
Overview
9
9
years of professional experience
Work History
Personal Financial Officer
Efcu Financial Federal Credit Union
06.2022 - Current
- Ensure high-quality interaction by mediating member and Credit Union relations.
- Balance cash drawer consistently while processing various member transactions such as deposits, withdrawals, and loan payments.
- Open new accounts, including savings, checking, IRAs, and certificates, ensuring compliance with all policies and procedures.
- Prepare and process loan applications, verify creditworthiness, compute qualifying ratios, and assist members with loan decisions.
- Maintain thorough knowledge of BSA, CTR, and SAR requirements, ensuring compliance within financial guidelines.
- Contribute to fraud prevention measures.
- Supported Contact Center operations to address member inquiries effectively.
- Fosterstrong professional relationships by addressing requests with efficiency and care.
- Support team members, provide guidance, and assist in training new employees.
Client Service Associate, Teller Sponsor
Hancock Whitney
04.2019 - 02.2021
- Works to build, maintain, and grow client relationships through quality, personalized client interactions based on 5-star client service, according to company standards
- Handles client transactional needs such as processing deposits, withdrawals, check cashing requests, credit card advances, money orders, and other forms of negotiable items
- Handles client servicing requests such as service charge clarity and account maintenance
- Maintains a working knowledge of products and services
- Welcome and Train new associates, teaching the basics to run client transactions, process work, and company policies
Modular Associate/Cashier
Walmart
09.2016 - 03.2019
- Greet and assist customers at checkout
- Handle excessive amounts of cash
- Maintain a safe, clean, and friendly environment for customers
Education
Associate of Applied Science - Business Technology
Baton Rouge Community College
Baton Rouge, LA12.2021
Skills
- Cash Handling & Financial Transactions
- Loan Processing & Documentation
- Customer Service & Conflict Resolution
- Regulatory Compliance & BSA Knowledge
- Account Management & Cross Selling
Timeline
Personal Financial Officer
Efcu Financial Federal Credit Union
06.2022 - Current
Client Service Associate, Teller Sponsor
Hancock Whitney
04.2019 - 02.2021
Modular Associate/Cashier
Walmart
09.2016 - 03.2019
Associate of Applied Science - Business Technology
Baton Rouge Community College
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