ANGELA ROBISON
Littleton
Summary
Dedicated Senior Member Services Representative skilled in account management and issue resolution. Committed to enhancing member satisfaction through effective communication and regulatory compliance.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Member Services Representative
Ent Credit Union
Littleton
06.2021 - Current
- Assisted members with account inquiries and transaction processing.
- Educated members about credit union products and services.
- Resolved member issues and concerns efficiently and professionally.
- Monitored compliance with regulatory requirements in member interactions.
- Conducted follow-ups to ensure member satisfaction and engagement.
- Assisted customers with account maintenance, transaction processing, and other general banking services.
- Researched complex problems utilizing internal resources such as policies and procedures or external resources such as third party vendors or government entities.
- Provided guidance on problem solving techniques when faced with difficult situations from members.
- Maintained a high level of professionalism when interacting with members via telephone, email or in person.
Financial Services Representative
USAA Federal Savings Bank
Colorado Springs
06.2018 - 06.2021
- Assisted members with account inquiries and financial product options.
- Educated clients on banking services and investment opportunities available.
- Processed transactions accurately while adhering to compliance standards.
- Resolved customer issues efficiently, ensuring satisfaction and retention.
- Maintained up-to-date knowledge of financial regulations and policies.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Ensured that all customer inquiries were answered promptly and completely.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
Operations Support Specialist
AIR ACADEMY FEDERAL CREDIT UNION
COLORADO SPRINGS
11.2014 - 05.2018
- Managed daily operations and ensured compliance with regulatory standards.
- Coordinated communication between departments to streamline processes.
- Provided technical support for banking software and systems.
- Assisted members with account inquiries and resolved issues efficiently.
- Developed and maintained documentation for internal processes.
- Monitored transaction activities to identify potential discrepancies.
- Facilitated team meetings to discuss workflow improvements and updates.
- Provided technical support for internal and external customers via telephone, email, and live chat.
Personal Banker
Dickinson Financial
Colorado Springs
05.2013 - 10.2014
- Assisted customers with account inquiries and banking services.
- Processed customer transactions accurately and efficiently.
- Built strong relationships with clients to enhance customer satisfaction.
- Resolved customer issues by coordinating with internal departments.
- Maintained compliance with banking regulations and policies.
- Collaborated with team members to improve service delivery processes.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Education
High School Diploma -
FALCON HIGH SCHOOL
FALCON05-2011
Associate of Science - General Studies
Red Rocks Community College
Denver, COSkills
- Account management
- Transaction processing
- Regulatory compliance
- Financial product knowledge
- Issue resolution
- Customer relationship management
- Risk assessment
- Problem solving
- Effective communication
- Attention to detail
- Bilingual fluency in Spanish
Languages
Spanish
Native/ Bilingual
Certification
CERTIFIED CREDIT UNION FINANCIAL COUNSELOR
Timeline
Senior Member Services Representative
Ent Credit Union
06.2021 - Current
Financial Services Representative
USAA Federal Savings Bank
06.2018 - 06.2021
Operations Support Specialist
AIR ACADEMY FEDERAL CREDIT UNION
11.2014 - 05.2018
Personal Banker
Dickinson Financial
05.2013 - 10.2014
High School Diploma -
FALCON HIGH SCHOOL
Associate of Science - General Studies
Red Rocks Community College