A Member Consultant known for high productivity and efficiently completing tasks. Possess specialized skills in customer relationship management, and membership retention strategies. Excel in communication, problem-solving, and adaptability, ensuring exceptional service delivery to members.
Overview
3
3
years of professional experience
Work History
Member Consultant I
Security Service Federal Credit Union
San Antonio, TX
10.2025 - Current
Built strong relationships through exceptional service and follow-ups
Opened and maintained product accounts in compliance with policies and regulations
Recommended and process appropriate service products such as credit cards, personal loans
Identify opportunities to cross-sell products as investments or insurance needs
Meet branch and individual performance goals while staying member focused
Process cash-handling transactions accurately and balance checks and cash drawer
Keeping members confidentiality and preventing fraud
Account Manager
Real Value Rx
San Antonio, TX
02.2023 - 10.2025
Build and maintain strong, long-lasting client relationships
Serve as the lead point of contact for all pharmaceutical accounts
Executed and promoted pharmaceutical products in full compliance with ethical and company guidelines
Negotiate pricing and agreements within company guidelines
Monitor competitor activity and customer feedback
Identify new partnership opportunities within existing accounts