Agustin Cruz
Roseville ,CA
Summary
Personable and dedicated Customer Service Representative with extensive experience in financial industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Regional Team Leader
Patelco Credit Union
Folsom , CA
09.2024 - Current
- Utilized wide range of technical systems and company equipment to optimize operations and workflow.
- Answered inbound calls from wide range of members, welcoming callers.
- Managed continuous delivery of top quality membership support.
- Maintained high levels of professionalism as well as product knowledge across providers of Patelco Credit Union.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Monitored monthly sales targets, analyzed data, and reported results to senior management.
- Reviewed completed work to verify consistency, quality, and conformance.
Member Service Specialist
Patelco Credit Union
Folsom , CA
10.2021 - 09.2025
- Answered member questions about products and services.
- Processed cash and check deposits every day.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
- Enhanced member relationships by providing excellent service during each interaction.
- Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
- Developed relationships with members to increase loyalty and satisfaction through personal contact, follow-up calls, and outreach activities.
Skills
- Verbal and Written Communication
- Calm and Professional Under Pressure
- Multitasking and Prioritization
- Customer Account Management
Certification
CA Notary
Timeline
Regional Team Leader
Patelco Credit Union
09.2024 - Current
Member Service Specialist
Patelco Credit Union
10.2021 - 09.2025
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