Dynamic professional with extensive experience at Carolina Cooperative Federal Credit Union, excelling in account management and customer relationship building. Proven track record in transaction processing and problem-solving, enhancing member satisfaction. Adept at training teams and maintaining operational excellence, ensuring compliance and accuracy in all financial dealings.
Overview
7
7
years of professional experience
Work History
Senior Member Service Rep
Carolina Cooperative Federal Credit Union
Charlotte, Nc
10.2022 - Current
Processed member transactions accurately via phone and at the counter to ensure prompt service.
Assisted members with inquiries and service requests, enhancing overall efficiency.
Educated clients on credit union products for informed decision-making.
Maintained professional phone etiquette during customer interactions to foster positive experiences.
Addressed debit and credit card issues, providing effective member support.
Guided members in managing accounts, including online services and bill payments.
Balanced branch operations monthly and annually as vault custodian.
Trained new staff on operational protocols and standards of customer service excellence.
Billing Specialist
Spectrum Charter Communications
Charlotte, NC
06.2019 - 06.2022
Efficiently processed customer billing inquiries and discrepancies to resolve issues promptly.
Managed account adjustments and corrections to ensure accuracy and compliance.
Reviewed invoices regularly for precision and adherence to standards.
Assisted customers in identifying suitable plans based on needs and preferences.
Education
Master of Science - Organizational And Industrial Psychology
Capella University
04.2017
Master of Science - Organizational Management
Ashford University
San Diego, CA
08-2015
Skills
Account management and reconciliation
Transaction processing and billing adjustments
Credit card support and compliance
Vault management
Customer relationship management
Problem solving and effective communication
Training and team management
Attention to detail
Time management
Call center experience and customer service expertise
Timeline
Senior Member Service Rep
Carolina Cooperative Federal Credit Union
10.2022 - Current
Billing Specialist
Spectrum Charter Communications
06.2019 - 06.2022
Master of Science - Organizational And Industrial Psychology
Financial Customer Service Representative at South Carolina Federal Credit UnionFinancial Customer Service Representative at South Carolina Federal Credit Union