Summary
Overview
Work History
Education
Skills
Timeline
Generic

Anne Wood

Amherst

Summary

Dynamic professional with a proven track record at USAlliance Financial, excelling in customer engagement and relationship building. Leveraged exceptional communication skills to resolve member issues, enhancing satisfaction and loyalty. Demonstrated product knowledge and cross-selling proficiency, contributing to increased utilization of financial services and fostering informed decision-making among members.

Overview

31
31
years of professional experience

Work History

Member Relationship Specialist

USAlliance Financial
07.2024 - Current
  • Assisted members with account inquiries and transaction processing to enhance customer satisfaction.
  • Handled routine administrative tasks, maintaining accurate member records within the CRM system.
  • Resolved member issues efficiently by utilizing problem-solving skills and company resources.
  • Supported marketing initiatives by promoting new products during member interactions, increasing awareness and utilization.
  • Maintained up-to-date knowledge on credit union products and services, allowing for accurate information sharing with members at all times.
  • Educated members on financial products and services, fostering informed decision-making and engagement.

Customer Service Representative

USAlliance Financial
02.2019 - 06.2024
  • Assisted customers with inquiries, providing accurate information and resolving issues promptly.
  • Processed transactions efficiently, ensuring accuracy in cash handling and record-keeping.
  • Collaborated with team members to streamline customer service processes, enhancing overall efficiency.
  • Maintained comprehensive knowledge of product offerings to assist customers effectively.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.

Store Manager

Walgreen's Pharmacy
09.1994 - 04.2018
  • Led daily operations ensuring optimal store performance and team efficiency.
  • Developed and implemented training programs enhancing staff skills and customer service.
  • Managed inventory control processes reducing shrinkage and improving stock accuracy.
  • Analyzed sales data driving strategic decisions to optimize product placement and promotions.
  • Fostered a positive environment promoting teamwork and employee engagement initiatives.
  • Conducted regular performance evaluations providing constructive feedback for continuous improvement.
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Assisted with hiring, training and mentoring new staff members.
  • Improved customer satisfaction through staff training in customer service and product knowledge.

Education

Business

Shawsheen Regional Technical H.S.
Billerica, MA
06-1982

Skills

  • Exceptional communication
  • Product knowledge
  • Performance tracking
  • Cross-selling proficiency
  • Customer service standards
  • Customer engagement
  • Relationship building

Timeline

Member Relationship Specialist

USAlliance Financial
07.2024 - Current

Customer Service Representative

USAlliance Financial
02.2019 - 06.2024

Store Manager

Walgreen's Pharmacy
09.1994 - 04.2018

Business

Shawsheen Regional Technical H.S.

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