ASHLEY N CLOPTON
MORGANTON
Summary
If you’re still In the market for an experienced, top performer that strives for daily excellence in customer service, sales and relations. I have over 20 years of experience with financial services & retail banking/Credit Union Industries. I have over 20 years in cash handling experience and over 9 years in financial and consumer finance and credit education. This includes over 8 years in a management role. I am also a proud Certified Financial Credit counselor with CUNA and with National Financial Educators Council. I strive to educate, empower and built my teams & communities with empathy, compassion. And love for the Credit Union and small southern hospitality community differences.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Branch Manager Lenoir & Asheville NC
Telco Community Credit Union
01.2020 - Current
- Leading and encouraging a Branch staff of 8-10+
- Encourage and empowering staff to grow in their profession and within the company
- Training and encouraging my team members with all I know to grow! This empowers them individually and helps them flourish
- This offers a one-stop, smooth traffic transition and assistance for all members at all times
- Overseeing the daily operations are smooth and providing operational excellence across all lines of business
- Assisting with approvals, overrides, advising, coaching and cross-training for sales growth and customer relationship excellence
- Weekly meetings on results and positive news of new branch, procedures or policy changes, or expectations
- Implementing new and emerging regulations and requirements
- Supporting my team and company by assisting in reporting production accurately and in a timely manner
- Operating on a monthly One on One relationship review with team building platform process
- Assisting in new loan, new account processing and loan closings. This requires excellent communication or interviewing skills
- Allowing a complete and thorough application for processing and completion for efficiency and timely manner for decisioning
- This requires auditing all files for accuracy, following all regulatory compliance
- Verifying all audits and underwriting requirements are meet, followed and understood
- Interacting with senior leadership to establish strategic plans and objectives for my branch or company programs of growing needs for success
- Partnering with all Leadership and other business partners to present and define requirements to build stronger dependable business and relationship growth
- Responsible for reporting end of the month and weekly reporting plans, audits, goals, and project management plans/ideas for our progress
- All while implementing and developing other programs or new processes for sourcing new business, better growth and results from outside vendors and others resources
Branch Manager Candler NC
Telco Community Credit Union
11.2017 - 01.2020
Loan processor
Telco Community Credit Union
06.2015 - 11.2017
Financial Services Rep
State Employees Credit Union
05.2014 - 06.2015
- Daily member processing, opening new accounts and loan applications for existing members
- Actively analyzing delinquent & collection accounts
- Active looking and troubleshooting any issues with title reports
- Encouraging new membership and assisting in opening of new business products
- Cross selling other products for the best fit and growth opportunities on members relationships
- Education is key to building a relationship and knowledge
Training Teller Supervisor/ Record Retention Coordinator
Wachovia- WellsFargo
Asheville
11.2007 - 12.2013
- Daily member assistance, cross selling products/services
- Weekly retention audits and shipping
- Attending weekly conference calls, setting up onsite conferences for employers and assisting in new member applications from the onsite location results
- As head Teller backup, I am responsible for cross training new hires in their roles for optimum customer services and role requirements
- Reviewing policy and procedures and building moral for their success
Roving Teller
Wachovia- WellsFargo
Asheville
09.2005 - 11.2007
Education
Certificate - CFEI (Certified Fin Education Instructor)
National Financial Educators Counselor(NFEC)
Las Vegas, NV06-2022
Certified Credit Union Financial Credit Counselor - Financial Credit Education
NCUA Ficep
Raleigh, NC06-2020
High School Diploma -
Clyde A Erwin High School
Asheville, NC06.2005
Affiliations
- Impact Rotary Club, 2021-2022
- Leadership Caldwell County, 2021
- Caldwell Chamber, TelcoCCU
Certification
- Notary Public, NC, 05/01/21, 05/31/26
- Fred Pryor training Certifications
- PIP Program (performance Pro)
- NFEIC: National Certified Financial Education Instructor, 2020
- CUNA Certified Financial Credit Counselor
Timeline
Branch Manager Lenoir & Asheville NC
Telco Community Credit Union
01.2020 - Current
Branch Manager Candler NC
Telco Community Credit Union
11.2017 - 01.2020
Loan processor
Telco Community Credit Union
06.2015 - 11.2017
Financial Services Rep
State Employees Credit Union
05.2014 - 06.2015
Training Teller Supervisor/ Record Retention Coordinator
Wachovia- WellsFargo
11.2007 - 12.2013
Roving Teller
Wachovia- WellsFargo
09.2005 - 11.2007
- Notary Public, NC, 05/01/21, 05/31/26
- Fred Pryor training Certifications
- PIP Program (performance Pro)
- NFEIC: National Certified Financial Education Instructor, 2020
- CUNA Certified Financial Credit Counselor
Certificate - CFEI (Certified Fin Education Instructor)
National Financial Educators Counselor(NFEC)
Certified Credit Union Financial Credit Counselor - Financial Credit Education
NCUA Ficep
High School Diploma -
Clyde A Erwin High School