ANGELICA VELASQUEZ
Raleigh,NC
Summary
Being a banker has helped me a lot to grow professionally, I feel that my growth has been a success since I have been able to achieve short and long term goals. Being a representative of members I have been able to achieve excellent communication and relationship with the members of the branch. In 6 months I have opened more than 600 new accounts and I have educated members about the importance of saving and I have explained to them the best options to manage their financial life. In addition to that, I have made more than 50 wire transfers and have processed and sent more than 300 TAX ID to the ITIN operation center in Austin TX. What pleases me the most is that I have helped many members to understand the banking products that we offer and it makes me very happy that some of them lead a more stable financial life.
Overview
3
3
years of professional experience
Work History
Member Service Representative
Latino Community Credit Union
Raleigh , NC
01.2023 - Current
- Answered member questions about products and services.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
- Liaised between customers and retail buyers to expedite orders and meet customer demands.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Presented and explained services and products to meet member needs.
- Offered exceptional customer service to differentiate and promote company brand.
- Completed transactions for membership renewals and extensions.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Increased customer satisfaction ratings 95% by effectively answering questions, suggesting effective solutions and resolving issues quickly.
Teller
Latino Community Credit Union
Raleigh, NC
09.2021 - 01.2023
- Maintained confidentiality of bank records and client information.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Trained employees on cash drawer operation.
- Resolved problems or discrepancies concerning customers' accounts.
- Performed special services for customers, ordering bank cards and checks.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
Money Transfer Agent
MoneyGram
Raleigh, NC
01.2021 - 08.2021
- Processed 140 transactions per day and handled money transfers, deposits and withdrawals.
- Performed complete audit of each mutual fund to identify highest possible results.
- Analyzed customer requirements and recommended efficient investment products.
- Balanced energy distributions between trading hubs and generation points.
Education
Certification - Intuit QuickBooks
Wake Technical Community College
Raleigh, NC06.2023
High School Diploma -
Rolesville High School
Rolesville, NC08.2020
Skills
- Customer Service
- Service Upselling
- Customer Support
- Product Recommendations
- Issue Resolution
- Sales Strategy
- Membership Renewals
- Microsoft Office
- Remote Office Availability
- Customer Service Excellence
- Administrative and Office Support
- Computer Skills
- Account Updates
- LiveChat Messaging
- Customer Account Management
- Translation and Interpretation Services
- Credit Card Payment Processing
- Promotional Support
- Quality Control
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Member Service Representative
Latino Community Credit Union
01.2023 - Current
Teller
Latino Community Credit Union
09.2021 - 01.2023
Money Transfer Agent
MoneyGram
01.2021 - 08.2021
Certification - Intuit QuickBooks
Wake Technical Community College
High School Diploma -
Rolesville High School
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