Barbara Suggs
Mission Viejo,CA
Summary
Adept at enhancing customer experiences and achieving financial goals, I excelled at Golden 1 Credit Union by providing personalized financial guidance and managing transactions with precision. Recognized for top cash drawer accuracy at Nugget Markets, I blend exceptional communication with strong attention to detail to exceed service standards and foster client engagement.
Overview
8
8
years of professional experience
Work History
Member Service Specialist III
Golden 1 Credit Union
01.2023 - 09.2024
- Provided personalized financial guidance based on individual goals, helping members make well-informed decisions about their finances.
- Processed and audited financial transactions including deposits, withdrawals, transfers, payments, and General Ledger entries while maintaining a cash drawer
- Processed consumer loan applications according to internal policies and procedures
- Handled escalated calls professionally, mitigating concerns effectively while maintaining excellent rapport with clients.
- Provided Notary services to members, specifically for loans and loan-related documentation
- Completed the fulfillment of loans, when appropriate, according to internal lending standards
- Assisted in training new team members, sharing best practices, and contributing to a cohesive work environment.
Cashier
Nugget Markets, Inc.
01.2017 - 01.2022
- Greeted customers entering store and responded promptly to customer needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift, with special recognition for top cash drawer accuracy.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items, and join reward programs.
- Restocked floor inventory and organized grocery deliveries.
- Contributed to store success by maintaining high standards of cleanliness throughout the facility.
Education
High School Diploma -
Ponderosa High School
Shingle Springs, CA05-2017
Skills
- Customer service standards
- Strong empathy
- Customer engagement
- Exceptional communication
Accomplishments
2x Employee of the Month - Nugget Markets, Inc. (2019, 2021)
Golden Achievement Award for exceptional customer service - Golden 1 Credit Union (2023)
Timeline
Member Service Specialist III
Golden 1 Credit Union
01.2023 - 09.2024
Cashier
Nugget Markets, Inc.
01.2017 - 01.2022
High School Diploma -
Ponderosa High School
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