Kelcey O.
Retail Operations Support Specialist III @ Sound Credit Union
About
After over eight years specializing in operations within the financial industry, and being a business owner for 15 years, I have finally learned what’s most important; helping people. I made the leap from working at the largest bank in the country to a local credit union. Why? Because I can actually treat people as individuals and help our members when unique situations arise. As an Operations Specialist, with a focus on IRAs/HSAs/ESAs, I use my expertise to find workarounds for complex problems while keeping our institution and members safe. I also have the immense privilege of sharing what I have learned in this industry with others throughout our credit union when they need our guidance. Making the shift to a community-focused credit union has also allowed countless opportunities to serve my community by teaching financial literacy at our local schools, participating in various fundraisers, and providing manual labor where it is needed at the many nonprofits that support Washington residents. Along with this, I am able to focus my business on providing beautiful photos for local nonprofits and fellow small business owners. Image is everything and you only get one chance at nailing a first impression. Make it count. Reach out if you’d like to network, or if you would like to discuss event photos, headshots, or any of your other photography needs!
United States
Puyallup
Photography
Business Development, Business Process Improvement, Social Media Marketing, Digital Marketing, Email Marketing, Acrylic Painting, Jewelry Design, Handmade Jewelry, Visual Arts, Artist, Operations Management, Training & Development, Team Management, Conflict Resolution, Performance Reporting, KYC Verification, Anti-Money Laundering, Financial Audits, Customer Relationship Management (CRM), Bank Fraud Prevention
Experience
Retail Operations Support Specialist III
Sound Credit Union
Tacoma, Washington, United States
- Taking internal calls to give guidance on complex issues or clarification on our policies and procedures - Specialization on maintaining IRA, HSA, and ESA accounts - Reviewing and approving complex documents such as POAs, trusts, and various court orders - Created training materials and presentation for department job shadows going over IRA, HSA, and ESA accounts
Retail Operations Support Specialist II
Sound Credit Union
- Processing transactions and requests sent via mail - Setting up new employee profiles within various programs and maintaining those profiles - Basic troubleshooting for low level technical problems - Collaborating with other departments on complex situations involving our members
Owner/Artist
Canis Calva
Washington, United States
- Creating striking fine art pieces, home decor, and jewelry utilizing sustainably sourced animal remains - Utilizing CRM programs to complete commissions and provide an exceptional client experience from inquiry to delivery - Designing and implementing a cohesive brand identity across every point of contact with potential buyers - Selling at in-person events throughout the year - Performing small business bookkeeping and tax remitting - Partnering with other artists and small business owners on mutually beneficial collaborations
Owner & Photographer
Kelcey Olson Photography
Greater Seattle Area
- Working with business owners to determine the message they wish to convey about their business through their marketing - Creating content that assists businesses in communicating with their target demographic - Working with clients to capture what they envision for their personal photos
Associate Banker
Chase
Federal Way, Washington, United States
- Providing a personable and efficient customer experience while processing transactions and suggesting services that would help our clients with their banking needs - Educating clients on all the new technological advancements they can utilize to make banking more convenient for themselves
Operations Specialist
Chase
Portland, Oregon, United States
-Managing the branch to meet regulatory and operational standards -Helping fellow bank employees with correctly following Chase's policies and procedures by researching the correct way to accomplish the task at hand -Guiding clients through our policies related to their accounts and educating them on the many ways to self-service their accounts using our continually changing technological environment -Passing all audits of the branch with a score of 98 or above out of a total score of 100 for all three years that I was the operations specialist
Kelcey O.'s Contact Information
Phone
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