Member Service Representative
Navy Federal Credit Union
Pensacola
01.2015 - 11.2018
- Assisted members with account inquiries and transaction processing.
- Educated customers on financial products and services available.
- Resolved member issues through effective communication and problem-solving.
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Presented and explained services and products to meet member needs.
- Assisted with the opening of new accounts and processed account maintenance requests.
- Verified identity information on new accounts using established procedures.
- Participated in team meetings to discuss customer service strategies and goals.
- Attended training sessions regularly to stay abreast of changes in company policies or procedures.
- Responded promptly to emails from members seeking assistance.
- Adhered to all applicable policies, procedures, regulations, and laws.
- Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Utilized job-related software to prepare change of address records and issue service discontinuance orders.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.