Amanda Melchor
Helotes
Summary
Dynamic consumer account specialist known for exceptional customer service and effective account resolution. Proven ability to enhance operational efficiency through process improvement and adapt to diverse challenges.
Overview
10
10
years of professional experience
Work History
Consumer account specialist II
USAA Federal Savings Bank
San Antonio
06.2016 - Current
- Provided exceptional customer service by responding promptly through various channels.
- Managed member inquiries and resolved account issues to enhance customer satisfaction.
- Established member rapport to effectively mitigate problems while adhering to support processes and procedures.
- Reviewed financial status and assessed account information and activities to identify and address discrepancies.
- Collaborated with cross-functional teams to streamline account processes.
- Assisted in implementing process improvements for operational efficiency.
- Monitored account performance, identifying issues and implementing corrective actions.
- Reviewed and updated account records to ensure accuracy and compliance with legal requirements
- Applied appropriate accounting principles when processing complex transactions involving multiple entities or currencies.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Managed customer documentation and account records securely.
- Maintained compliance with banking regulations and policies consistently.
Education
Bachelor of Science - Business Administration in Information Systems
University of The Incarnate Word
San Antonio, TX04-2026
Skills
- Customer service
- Customer relationship management
- Account reconciliation
- Financial reporting
- Performance metrics
- Process improvement
- Microsoft Excel
- Adaptability and flexibility
Timeline
Consumer account specialist II
USAA Federal Savings Bank
06.2016 - Current
Bachelor of Science - Business Administration in Information Systems
University of The Incarnate Word