Joshua W. Baker
Greensboro
Summary
Dynamic professional with extensive experience at Truliant Federal Credit Union, excelling in branch operations and team coaching. Proven track record in financial analysis and relationship building, enhancing member satisfaction and loyalty. NMLS Registered and Medallion Stamp Certified, I effectively manage audits and compliance while fostering a collaborative team environment.
Overview
12
12
years of professional experience
Work History
Assistant Manager
Truliant Federal Credit Union
04.2023 - Current
- Branch operations including- opening/closing duties, scheduling, cash orders, audits, retention.
- Vault management
- Team coaching, observations, and daily huddle.
- Collaborated with team members on member owner tasks/loans/membership
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Created reports on sales trends, inventory levels, and financial data.
Member Service Specialist
Truliant Federal Credit Union
08.2016 - 04.2023
- Provide financial guidance to Truliant member owners
- Onboard new members and assist with daily banking needs from maintenance, loan applications, fraud prevention, special account needs.
- Assist members from loan origination through loan closing
- Proficient in the following: Products: Deposits, lending, and ancillary products Interfaces: DNA, Core, LPQ, WireXchange, IRA direct, title tracking
- Built strong member base by being a leader and coach among my peers
- Performed daily audits of teller drawers to ensure compliance with security regulations.
- Participated in community events promoting the branch's services to potential customers.
- Developed relationships with members to increase loyalty and satisfaction through personal contact, follow-up calls, and outreach activities.
General Manager
McAlister’s Deli
07.2013 - 08.2016
- Day to day operations
- Team development and staffing
- Budget and inventory control
Education
Accounting Major
Coastal Carolina College
Conway, SCSkills
- NMLS Registered, Notary Public, Medallion Stamp Certified, Truliant at Work Business Services Champion, Initiated Morale Campaigns within the Branch
- Branch operations
- Vault management
- Team coaching
- Financial analysis
- Regulatory compliance
- Sales reporting
- Relationship building
- Multitasking and organization
- Operations management
- Money handling
- Scheduling and planning
- Employee performance evaluation
- Bilingual- Spanish
Timeline
Assistant Manager
Truliant Federal Credit Union
04.2023 - Current
Member Service Specialist
Truliant Federal Credit Union
08.2016 - 04.2023
General Manager
McAlister’s Deli
07.2013 - 08.2016
Accounting Major
Coastal Carolina College
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