Shawn Cates, MBA

Experience

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  UPS

  Jul 2011 - Aug 2012

  Front line Supervisor

  * Managed 20+ employees nightly to ensure customer service was met* Analyzed data to monitor performance and plan improvements as needed* Implemented health and safety procedures* Motivated and trained employees nightly

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  Class Act Federal Credit Union

  Aug 2012 - May 2014

  * Worked with the Branch Manager to improve operations, sales and profitability* Developed and motivated my team to increase sales and provide excellent customer service* Communicated information to staff in a professional manner* Assisted in the recruitment, training and development of staff * Explained, advised on and promoted bank products and services to members* Resolved issues and problems with member's accounts* Developed relationships with current members to enhance cross-selling efforts

  • Assistant Branch Manager

    May 2013 - May 2014

  • Member Service Representative

    Aug 2012 - May 2013
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  Republic Bank

  May 2014 - Jan 2015

  Personal Banker

  * Generate new business through networking and attending community events* Enhance client relationships and build rapport with current and potential clients* Analyze marketing data to cross-sell products with current clients needs* Provide excellent customer service and solve customer complaints in an efficient and timely manner

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  Transcend Credit Union

  Jan 2015 - Apr 2020

  * Manage cross-sell opportunities and promotions for membership using CRM software* Developed onboarding program for all new members to increase service per household, decrease attrition and deepen member relationship* Develop and maintain social media relations strategies that increase brand name and product recognition* Create marketing promotions and ideas to increase loan volume and new memberships for the credit union * Demonstrated comprehensive knowledge of consumer lending products, services, and processes* Taught financial literacy course at The Salvation Army, where Credit Score and Reports were our main topic of discussion* Closed auto loans, personal loans, and credit cards* Conducted weekly and monthly branch audits to ensure that credit union was in compliance

  • Marketing Coordinator

    May 2017 - Apr 2020

  • Member Development Officer

    Jan 2015 - May 2017
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  Jack Henry

  Apr 2020 - now

  Digital Marketing Specialist, Advanced