Natalyn Wilinski

Developed comprehensive customer service and administrative skills within member-focused environment. Excel at managing inquiries, resolving issues, and maintaining accurate records. Seeking to transition into new field, leveraging strong foundation in service and support roles.

• Independence, decision making
• Proficiency Rating: 2.50
• Tends to form judgments without considering all relevant facts. Fails to obtain appropriate information to establish basis for decisions or is unwilling to make decisions. Improvement is needed.
• Manager Evaluation
• Natalyn observed compliance with CEFCU Policies and Procedures most of the time.
• Natalyn struggled to comply with the Professional Image Policy. Her appearance was often not professional. She had to be reminded by management seven documented times (4/22, 5/5, 5/16, 5/31, 7/21, 8/7, and 8/22) to correct a dress code violation. Management provided the policy to Natalyn and stressed the sections that talked about piercings, tattoos and appropriate work attire.
• She relied on training and questioning to prevent CEFCU losses.
• She occasionally performed research before presenting items for overrides to supervisors.
• Natalyn received a verbal warning for violating the Financial Dealings Policy on 9/26/2025.
• Natalyn had three meal break violations. All three were due to taking a short lunch (less than 25 minutes).
• She generally utilized sound judgment for normal situations. She knew when to seek out a supervisor for unique or difficult situations.
• Natalyn was able to prevent a CEFCU loss by identifying a fraudulent check totaling $2,000.

• Calculated Rating: 2-Needs Improvement (Rounded from 2.7)
• Rating: 2-Needs Improvement
• Rating Description: Performance does not consistently meet high level expected. Some requirements are satisfied but improvement is needed overall. May not be eligible for merit increase.

• Attendance (hours absent, unscheduled absences, punctuality), schedule flexibility
• Proficiency Rating: 2.00
• Frequent tardiness and/or unauthorized absences. Attendance record needs improvement. Does not consider business demand when scheduling personal appointments. Outside of approved leaves under FMLA, total unscheduled absences were in excess of allotted personal time. Improvement is required.
• Manager Evaluation
• Natalyn was punctual 84% (166 out of 197 days worked in 2025). Natalyn needs to show immediate improvement in 2026 in arriving to work on time.
• She did exceed her 2025 Personal Time Allotment. Natalyn and, as a result, received a verbal warning on 6/3/25, a written warning on 9/23/25, and a final written warning on 12/19/25.
• Natalyn received a verbal warning on 10/30/25 for exceeding the Attendance Policy’s number of tardy occurrences.
• She generally abided by allotted break and lunch times.
• Natalyn worked 48.65 hours of overtime.

• Interaction (member/employee/vendor), professionalism, cooperation
• Proficiency Rating: 3.00
• Cooperative. Generally works well with both members and other employees. Provides adequate level of member service to fulfill job requirements. Promotes professional, businesslike image in personal appearance and conduct.
• Manager Evaluation
• Natalyn was consistently kind and polite with members. She received two-member compliment for her politeness.
• She maintained professionalism in most difficult situations. She remained calm when there was conflict with members and co-workers.
• Natalyn was a team player. She was attentive and patient when providing service to members but knew when to ask for a supervisor’s help if a member was being difficult.
• Natalyn participated in CEFCU community involvement by volunteering at Wildlife Scary Park and expressed interest in participating in the Reading Buddies Program.

• Volume of work, time management/efficiency, initiative, product referrals/sales
• Proficiency Rating: 2.50
• Volume of work falls below job requirements; falls behind meeting established schedules. Needs to improve prioritization of job responsibilities.
• Manager Evaluation
• Natalyn averaged 96.9 transaction per day. The office average was 108.1 transactions per day.
• She had zero CML follow ups in 2025. Natalyn should rely on his CML skills to perform follow-ups and build relationships with members. The office expectation was to follow up with 2 members per month.
• Natalyn should use her downtime to track referrals and sales. She should also use down time to grow her knowledge of CEFCU products/services.
• Natalyn needed to be reminded several times throughout the year to stay at her teller station so that she is available when members come. It does not project a professional image when employees are wandering around the workplace and members are waiting to be helped.

• Accuracy, thoroughness, attention to detail, organization
• Proficiency Rating: 2.50
• Majority of work meets quality requirements, but is occasionally lacking in thoroughness, accuracy, neatness, or organization. Some review and correction required.
• Manager Evaluation
• Natalyn balanced 155 out of 176 days worked. Her balancing average was 88.07%. Natalyn’s results were below the office goal of 90%.
• Natalyn’s total outage was $446.88. The expectation was for outages to be less than $220.
• She had 13 quality errors. On these occasions, a correction letter was mailed to members for a transaction being done incorrectly. She also had one key in errors. The goal for the year is to be under 12 errors.
• She occasionally produced work that was neat, orderly and error free.
• There were times when Natalyn’s quality was lacking which caused member irritants. For example, on 4/24/25, Natalyn had a member who wanted to leave $40 available in their savings account for an ACH to come out. She left $40.81 in the savings account causing the ACH to get returned because $1 needs to remain in the account at all times. The member incurred a fee, and they had to coordinate another ACH payment with the company. On 8/20/25, a member sent in $500 cash to make a loan payment in drive-up. Natalyn made the payment but sent the $500 back out to member who then left. Her drawer was short $500. Management called and talked to the member who said they did get $500 back in cash but didn't realize it until after leaving. The member then had to make an additional trip back to the member center to resolve the problem.
• On 12/29/2025, Natalyn accepted 2 $50 dollar bills that were counterfeit. An email was sent out to all member centers employees two days earlier warning everyone to be on the lookout for these counterfeit $50 dollar bills. Counted as quality error.

• Demonstrates understanding, capacity to learn, knowledge retention, initiative
• Proficiency Rating: 3.00
• Knows department/job procedure; completes job duties with minimum management direction; able to learn additional duties with little difficulty.
• Manager Evaluation
• Natalyn was hired in March 2025.
• Natalyn completed MAT training and passed all on-the-job quizzes.
• She also completed all assigned CPD online trainings and classroom trainings which included: CEFCU Code of Ethics, BSA/ Red Flags Compliance Training, Citizenship training, Debit Card Authorization, Quality Products and Services training, Positive Workplace Preventing Harassment, Ergonomics training, CML 301, ADA training, Deluxe check reorder, and Elderly Financial Abuse.
• She attended the Office Robbery Training Meeting.
• She completed the 2025 Business Plan video.
• Natalyn is trained on reception desk duties.
• She performed duties of member assistant and receptionist with a clear understanding of office expectations, requiring some supervision.
• Natalyn showed growth in knowledge retention and continues to grow her job knowledge.