Caitlyn Livingston
White Bear Township
Summary
Detail-oriented Deposit Services Coordinator with experience supporting IRA/HSA account administration, regulatory compliance, and customer service operations. Proven ability to manage complex account processing, ensure accuracy in documentation, and delivery timely service in a fast-paced financial environment. Skilled in cross-department collaboration, auditing and workflow improvement. Seeking to leverage deep knowledge of deposit and retirement account procedure to excel as an IRA/HSA Program Manager and enhance program efficiency, compliance, and Member experience.
Overview
9
9
years of professional experience
Work History
Deposit Services Coordinator
Blaze Credit Union
04.2023 - Current
- IRA & HSA Account Quality Assurance
- Deposit Operations Auditing and Account Maintenance on Legal Accounts - Verified accuracy of data entry for new legal account openings, ensuring all required documentation was properly collected.
- Reconciled errors found during internal audits
- System Knowledge resource for Fiserv DNA
- Identified issues, analyzed information and provided solutions to problems.
- Review daily retirement deposit reports and identified discrepancies.
- Managed escalated customer issues that could not be resolved by front-line staff members.
- Collaborated with branch personnel to resolve deposit-related issues.
- Resolved customer issues, addressing account problems and discrepancies.
Member Experience Ambassador
Royal Credit Union
12.2016 - 03.2023
- Informal leader and On The Job Trainer for new or up and coming branches
- Assisted team with operational policies and procedures to drive services.
- Collaborated with Learning and Development for gaps with in class room training and On The Job Training
- Assessed team member skills and determined appropriate training needs.
- Coached individuals on specific skill development and improvement strategies. Developed personalized training solutions to meet diverse learning styles and preferences.
- Maintained up-to-date knowledge of industry trends and best practices.
- Trained new Member Account Representatives Teller, MAR I, II, & III checklist
- Promoted good Member relations and Member satisfaction by demonstrating friendly demeanor and can-do attitude.
- Promoted Credit Union services and additional offerings to enhance Member
experiences. - Communicated with management to resolve escalated concerns with service or
account issues. - Resolved Member complaints professionally and courteously.
- Handled cash transactions, Member account openings and maintenance
- Participated in community events as representative of the Credit Union to promote
membership growth and financial education
Education
Associate of Arts -
Inver Hills Community College
Inver Grove Hills, MNHigh School Diploma -
School of Environmental Studies
Apple Valley, MN05-2013
Skills
- Document management
- Relationship building
- Clear communication
- Decision-making
- Positive Attitude
- Attention to Detail
- Problem Resolution
- Product Knowledge
Timeline
Deposit Services Coordinator
Blaze Credit Union
04.2023 - Current
Member Experience Ambassador
Royal Credit Union
12.2016 - 03.2023
Associate of Arts -
Inver Hills Community College
High School Diploma -
School of Environmental Studies