ANAHI VAZQUEZ

• Provide exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on phone and email
• Ensure loan files are complete and accurate with appropriate and thorough comments, document call information and encounters in call logs, along with recommendations to aid in loan decision
• Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services

• Answered basic member inquiries pertaining to their account.
• Crossed sell products and services to members by assisting or referring member to appropriate representative while accurately tracking all referrals/sales.
• Processed routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, cashier check purchases, loan and VISA advances, and lobby drop.

Covid-19

• Mentored a four-member sales team in delivering top-notch customer service and applying effective sales techniques.
• Assisted managers in providing an open, welcoming branch environment with high quality personal service to draw members into branch and enhance cross-sell opportunities through demonstration and promotion of technology, products and services.
• Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals

• Explored individual needs and provided hands-on demonstrations of the latest and greatest technology in-store
• Excelled in a team-based compensation environment.
• Solved customer challenges by offering relevant products and services.
• Assisted with store opening and closing duties.