Customer service professional with a proven track record of delivering exceptional member support, fostering trust, and resolving complex inquiries with empathy and efficiency. Skilled in claims processing, issue resolution, and providing guidance on healthcare and financial services. Adept at maintaining accuracy, ensuring compliance, and adapting to evolving policies. Committed to empowering clients with clear communication and actionable solutions to meet their needs.
• Delivered superior customer service, resolving complex financial inquiries and guiding clients through available options with clarity and precision.
• Cross-sold banking products and services, driving client satisfaction and achieving revenue goals.
• Trained new hires on service standards and company policies, ensuring team readiness.
• Counseled members on financial stability and retirement planning, ensuring clarity on account options.
• Maintained accuracy in account audits and claims, protecting member confidence and data integrity.
• Provided responsive solutions to member concerns, fostering satisfaction and loyalty.
• Delivered efficient and error-free account transactions, adhering to security and regulatory protocols.
• Addressed client inquiries with empathy and professionalism, ensuring timely issue resolution.
• Promoted and educated clients on banking products, enhancing their financial well-being.
• Resolved customer concerns swiftly and effectively, enhancing client retention.
• Supervised team operations, fostering collaboration and meeting service standards.
• Monitored service delivery to ensure customer satisfaction and handled high-pressure situations with composure.
Customer Service Excellence
Claims Processing and Resolution
Empathy and Active Listening
Communication and Collaboration
Attention to Detail
Adaptability to Policy Changes
Problem-Solving and Critical Thinking
• Certified Credit Union Financial Counselor
• Annuity and Life Insurance License (Series 101)
• NMLS
• Certified Credit Union Financial Counselor
• Annuity and Life Insurance License (Series 101)
• NMLS