Beverly J. Legge
Greensburg,PA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the Financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with members. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
15
15
years of professional experience
Work History
Senior Service Representative
Patriot Federal Credit Union
04.2023 - Current
- Enhanced customer satisfaction by efficiently addressing and resolving complex issues.
- Improved client retention rates by delivering outstanding service through timely communication and issue resolution.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Provided exceptional customer support, consistently surpassing performance metrics.
- Collaborated with team members to optimize workflow and maximize productivity.
- Developed strong relationships with clients, fostering trust and loyalty.
Packaging Laborer – Second Shift
Martin’s Famous Pastry Shoppe
08.2022 - 09.2022
- Evaluate and monitor product for quality standards Evaluate ways to improve and promote quality Follow regulations pertaining to safety, food quality, and Good Manufacturing
- Practices
- Operation of packaging and palletizing equipment in safe and efficient manner
Teller II
Community State Bank of, Orbisonia
10.2018 - 08.2022
- Routine customer bank transactions, including setting up new accounts, assist with safe deposit boxes, statement reconciliations, quality customer service in person and via phone, printing customer checks Daily branch reports & reconciliation Assist team members with routine transactions Accurate cash and paper transaction handling Preparation and processing of outgoing branch cash shipment Receiving and processing of incoming branch cash shipment Verification and analysis of transactions for Teller I team members Analysis and review of daily overdraft report Analysis and review of daily mobile deposit report for suspicious transactions Member of Project Team to place outbound phone calls to implement CARES Act Member of Project Team to place outbound phone calls to implement new business mobile app
Senior Teller
BB&T
06.2009 - 10.2018
- Responsible for daily operations of drive thru branch Daily report generation & reconciliation for drive thru branch Weekly cash order for branch operations based on customer needs Routine customer transactions Quality customer service & relations in person and via phone Cold calls
Education
Legal Secretary studies -
Washington Business School
Vienna, VASkills
- Industry specific banking software powered by Fiserv
- Strong work ethic
- Active listening
- Team collaboration
- Telephone etiquette
- Product knowledge
- Critical thinking
- Organizational skills
- Empathy and patience
- Cross-selling
- Team Development
- Customer service orientation
Timeline
Senior Service Representative
Patriot Federal Credit Union
04.2023 - Current
Packaging Laborer – Second Shift
Martin’s Famous Pastry Shoppe
08.2022 - 09.2022
Teller II
Community State Bank of, Orbisonia
10.2018 - 08.2022
Senior Teller
BB&T
06.2009 - 10.2018
Legal Secretary studies -
Washington Business School
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