Angela Zais
Jim Falls
Summary
I am a friendly and compassionate Customer service professional with 6+ years in the financial Industry. As a Financial Sales Representative of Royal Credit Union, respect for our members and upselling products and services was essential in my role. Upselling services is not only a way to keep our customers happy and feeling secure in their financial institution, but to introduce services to make life more simple.
Customer service is the face of the organization, so making sure the customer has a great experience is essential.
Overview
28
28
years of professional experience
Work History
Adult Residential Support Staff
Lutheran Social Services Of Wisconsin And Upper Michigan
03.2023 - 12.2024
- Ensured the timely completion of all required documentation, including incident reports, progress notes, and service logs.
- Upheld resident privacy by maintaining confidentiality in all interactions involving sensitive information.
- Ensured a safe living environment for residents by adhering to safety protocols and conducting regular safety checks.
- Promoted independence among residents by teaching essential life skills such as budgeting, housekeeping, and time management.
- Assisted residents in achieving personal goals, supporting them through various life challenges and transitions.
- Collaborated with interdisciplinary teams to develop comprehensive care plans tailored to each resident''s unique needs.
- Ensured medication compliance by administering prescribed medications in accordance with established guidelines.
Program Supervisor/Support Staff
Rem Wisconsin
10.2009 - 03.2022
- Oversaw staff training and development programs, ensuring employees were equipped with the skills needed to excel in their roles.
- Facilitated regular team meetings, keeping staff informed about updates, changes, or upcoming events related to the program they supervised.
- Demonstrated strong leadership skills under challenging circumstances, effectively managing team dynamics during periods of transition or high-stress environments.
- Assisted with community resources for healthcare and mental health.
- Scheduled and supervised staff meetings to discuss new ideas and updates.
- Ensured residents were scheduled and driven to all medical appointments.
- Led quarterly and annual meetings with updates and ideas with residents Case workers, County nurses and Guardians.
Financial Sales Representative
Royal Credit Union
12.1999 - 03.2004
- Maximized revenue potential by identifying cross-selling opportunities for additional products and services.
- Collaborated with internal departments to develop customized financial solutions tailored to individual client needs.
- Implemented initiatives to improve customer satisfaction and increase repeat business.
- Enhanced team performance by providing ongoing coaching, training, and support to tellers, other Financial Sales Representatives and cross trained in other departments.
- Improved customer retention rates with exceptional follow-up practices and timely resolution of issues.
- Consistently exceeded monthly sales quotas while maintaining strong adherence to ethical standards and compliance requirements.
- Led trainings on Home Equity Loan Polices and Procedures.
- Conducted financial reviews with members to ensure better interest rates and loan consolidations.
Human Resources Assistant
Royal Credit Union
01.1997 - 12.1999
- Efficiently managed personnel files, maintaining confidentiality while keeping records up-to-date and organized.
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Conducted new hire orientation to verify completion of appropriate paperwork, recording information on human resources database.
- Answered and redirected incoming phone calls for office.
- Assisted in payroll processing to ensure timely delivery of paychecks to all employees.
Education
High School Diploma -
CVTC
Eau Claire, WISkills
- Problem Solving to accurately understand any discrepancies and to provide options to meet our customers financial needs
- Reliability and punctuality
- Confidentiality
- Goal oriented
Timeline
Adult Residential Support Staff
Lutheran Social Services Of Wisconsin And Upper Michigan
03.2023 - 12.2024
Program Supervisor/Support Staff
Rem Wisconsin
10.2009 - 03.2022
Financial Sales Representative
Royal Credit Union
12.1999 - 03.2004
Human Resources Assistant
Royal Credit Union
01.1997 - 12.1999
High School Diploma -
CVTC
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