Enthusiastic Account Specialist eager to develop company business by providing top-notch customer service and sales support. Ready to offer 13 years' experience in the Finance industry.
Overview
13
13
years of professional experience
1
1
year of post-secondary education
Work History
AP/AR Analyst
Equifax
09.2022 - Current
Identified and resolved problems through root cause analysis and research.
Collected, arranged, and input information into database system.
Evaluated customer needs and feedback to drive product and service improvements.
Generated reports detailing findings and recommendations.
Business Account Specialist
Walker County Federal Credit Union
04.2021 - 09.2022
Collaborated with cross-functional teams to develop customized solutions tailored to individual client needs.
Built strong relationships with clients through proactive communication and expert problem resolution.
Streamlined account processes for improved customer experience and reduced processing times.
ACH/ Debit Card Coordinator
Walker County Federal Credit Union
06.2017 - 04.2021
Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
Coordinated cross-functional teams, resulting in seamless project execution and enhanced outcomes.
Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
Resolved conflicts swiftly among team members through effective mediation techniques, fostering an amicable working environment conducive to collaboration.
Effectively communicated with customers during sensitive situations involving personal financial information and potential loss.
Member Service Specialist
Walker County Federal Credit Union
02.2014 - 06.2017
Championed company values by consistently demonstrating exceptional work ethic, integrity, and commitment to customer service excellence.
Streamlined account management processes for increased efficiency and accuracy in handling member accounts.
Identified areas of improvement within internal processes and contributed ideas for streamlining operations while maintaining compliance standards.
Handled escalated calls professionally, mitigating concerns effectively while maintaining excellent rapport with clients.
Assisted in training new team members, sharing best practices, and contributing to a cohesive work environment.
Bank Teller
Walker County Federal Credit Union
05.2011 - 02.2014
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
Provided exceptional customer service, resulting in increased client retention and loyalty.
Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.