Dedicated and result driven individual looking for work as a Receptionist/Front Office Administrative, bringing excellent written and verbal communication skills, good computer skills, and proficiency in MS Office packages.
Overview
4
4
years of professional experience
Work History
Lead Relationship Specialist
Centricity Credit Union
09.2024 - Current
Assisted colleagues with challenging client scenarios by sharing expertise and providing constructive feedback on proposed resolutions.
Provided timely and accurate information to clients regarding their accounts, transactions, and financial goals.
Enhanced customer satisfaction through regular follow-ups and prompt resolution of concerns.
Managed sensitive situations diplomatically while maintaining strict confidentiality standards in handling personal client information.
Drove process improvements within the department by identifying inefficiencies in current procedures and collaborating on solutions.
Strengthened client relationships by addressing needs and providing personalized solutions.
Mentored junior team members on best practices for relationship management, contributing to overall team success.
Established long-lasting connections with new clientele by utilizing effective rapport-building techniques during initial interactions.
Generated new business opportunities by actively referring clients to relevant products and services.
Developed comprehensive financial plans tailored to individual client needs, resulting in increased assets under management.
Managed customer relations on ongoing basis to maximize customer retention.
Delivered superior customer service to strengthen relationships and drive future business revenue.
Conducted training and mentored team members to promote productivity and commitment to friendly service.
Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Made customers aware of current and new programs and services.
Assisted customers with opening accounts and signing up for new services.
Completed opening and closing functions to meet operational needs.
Developed and implemented standards for staff to provide consistent service to customers.
Developed questionnaires and facilitated focus group discussions.
Relationship Specialist
Centricity Credit Union
05.2023 - 09.2024
Assisted colleagues with challenging client scenarios by sharing expertise and providing constructive feedback on proposed resolutions.
Collaborated with cross-functional teams to develop strategies for improving customer retention rates.
Drove process improvements within the department by identifying inefficiencies in current procedures and collaborating on solutions.
Generated new business opportunities by actively referring clients to relevant products and services.
Established long-lasting connections with new clientele by utilizing effective rapport-building techniques during initial interactions.
Managed sensitive situations diplomatically while maintaining strict confidentiality standards in handling personal client information.
Strengthened client relationships by addressing needs and providing personalized solutions.
Mentored junior team members on best practices for relationship management, contributing to overall team success.
Enhanced customer satisfaction through regular follow-ups and prompt resolution of concerns.
Teller
Centricity Credit Union
09.2022 - 05.2023
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)
Customer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit UnionCustomer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit Union