Amy Bechtol
Kennewick
Summary
Upbeat financial services professional with extensive experience in the financial industry, excelling in customer support and conflict resolution. Proven track record in enhancing customer satisfaction and retention through effective complaint handling and service upselling. Skilled in banking procedures, and fostering strong customer relationships, driving informed decision-making and loyalty.
Overview
10
10
years of professional experience
Work History
Financial Service Representative III
First Interstate Bank
10.2025 - Current
- Assisted customers with account inquiries and transactions, ensuring a positive banking experience.
- Resolved customer issues promptly, demonstrating strong problem-solving skills and attention to detail.
- Processed deposits, withdrawals, and transfers efficiently using banking software systems.
- Managed daily operations, ensuring team adherence to company policies and procedures.
- Conducted performance reviews, providing feedback to promote employee development and engagement.
Senior Member Consultant
STCU
02.2025 - 10.2025
- Advised members on loan options, account features, and investment opportunities to enhance financial literacy.
- Facilitated member onboarding and provided education on financial products and services.
- Promoted additional services to existing members, increasing revenue opportunities for the organization.
- Trained new employees in company procedures and policies, facilitating smooth integration into the team environment.
- Educated members on the benefits of various membership options, driving informed decisionmaking.
- Developed strong relationships with members, fostering loyalty and trust.
Member Consultant
STCU
01.2021 - 02.2025
- Assisted members with account inquiries and transactions, ensuring exceptional service quality.
- Facilitated the onboarding process for new members, providing a seamless transition into their memberships.
- Boosted customer retention rates through proactive communication and followup.
- Mentored new consultants, fostering a positive onboarding experience and knowledge transfer.
Teller Specialist
STCU
11.2018 - 01.2021
- Processed customer transactions with accuracy and efficiency.
- Assisted customers in resolving account inquiries and issues.
- Educated clients on product offerings and service features.
- Ensured compliance with banking regulations and internal policies.
- Maintained cash drawer, balancing discrepancies promptly.
- Identified opportunities for upselling banking products to clientele.
- Detected fraudulent activities by meticulously reviewing customer documentation and verifying identification.
Retail Sales and Service Supervisor
Gesa Credit Union
11.2015 - 10.2018
- Supervised daily operations, ensuring efficient service delivery and adherence to company standards.
- Resolved customer inquiries and complaints, maintaining high satisfaction levels through effective communication.
- Monitored performance metrics, identifying areas for improvement and developing action plans accordingly.
- Assisted with training and development of team members.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Received 100% perfect score on branch audit
Education
High School Diploma -
Kamiakin High School
Kennewick, WACertificate of Completion - Airline Coursework
International Air And Hospitality Academey
Vancouver, WA04-2000
Skills
- Organization
- Customer relationship management
- Coaching, and mentoring of staff
- Customer service
- Conflict resolution
- Service upselling
- Product promotion
- Active listening
Timeline
Financial Service Representative III
First Interstate Bank
10.2025 - Current
Senior Member Consultant
STCU
02.2025 - 10.2025
Member Consultant
STCU
01.2021 - 02.2025
Teller Specialist
STCU
11.2018 - 01.2021
Retail Sales and Service Supervisor
Gesa Credit Union
11.2015 - 10.2018
High School Diploma -
Kamiakin High School
Certificate of Completion - Airline Coursework
International Air And Hospitality Academey