Experienced Member Service Representative focused on continuing career in the banking industry. Knowledgeable with opening accounts, processing and funding loan applications, exceeding sales goals, and identifying member needs.
Overview
10
10
years of professional experience
Work History
Financial Solutions Representative
First Tech Federal Credit Union
01.2023 - 07.2024
Meet with members to understand their financial goals and recommend solutions to help achieve those goals.
Process transactions and open new member accounts including trust accounts.
Exceeded deposit growth and member satisfaction survey targets.
Assist members with online banking features and educate members about mobile app services.
Personal Banker/Member Service Specialist III
Golden 1 Credit Union
07.2018 - 06.2022
Open bank accounts and service existing accounts
Exceeded monthly loan application expectations
Notarize member documents per California notary public requirements
Maintain schedule around appointment-based system.
Customer Care Center Representative
Roseville Toyota
05.2017 - 07.2018
Schedule appointments for vehicle service
Handle high volume incoming calls
Contact clients to confirm appointments and remind them when service is due.
Member Service Representative
Safe Credit Union
10.2014 - 12.2016
Assist credit union members with transactions
Balance and audit cash drawers, cash dispensers, and vault in dual control
Refer banking products and services
Prepare and submit branch supply orders.
Education
Associate of Science - Business Management & Business Administration
Sierra College
Rocklin, CA
12.2014
Skills
Process member account and loan applications
Identify member needs and make recommendations
Process financial transactions
Open trust and business accounts
Audit branch documents to ensure policy and procedures are being followed correctly
Timeline
Financial Solutions Representative
First Tech Federal Credit Union
01.2023 - 07.2024
Personal Banker/Member Service Specialist III
Golden 1 Credit Union
07.2018 - 06.2022
Customer Care Center Representative
Roseville Toyota
05.2017 - 07.2018
Member Service Representative
Safe Credit Union
10.2014 - 12.2016
Associate of Science - Business Management & Business Administration