Brandy Green
PHOENIX,AZ
Summary
Client-focused professional with 3+ years of customer service and financial experience, excelling in relationship management, problem-solving, and client advocacy. Proven ability to provide timely and accurate solutions while maintaining strong performance metrics. Adept at learning and applying financial knowledge to guide clients through various stages of their financial journey.
Overview
7
7
years of professional experience
Work History
Universal Banker
First Credit Union
05.2022 - Current
- Provide account services to members by completing account transactions, receiving deposits and loan payments, cashing checks, recording night and mail deposits
- Maintain member confidence and protect bank operations by keeping important information confidential and following all regulations
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Customer Experience Manager
Five Below
07.2020 - 04.2022
- Hiring and training sales associates
- Monitoring, stocking, and ordering inventory
- Ensuring the store meets its goals of efficiency with sales and monthly fundraisers
- Perform monthly duties such as alarm checks, file bank deposit receipts, and plan monthly tasks/deadlines on the calendar.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Assisted in organizing and overseeing assignments to drive operational excellence.
Call Center Representative
Consumer Cellular
10.2019 - 07.2020
- Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
- Resolved customer complaints in a timely manner to ensure customer satisfaction.
- Followed standard processes and procedures for proper escalation of unresolved issues to appropriate internal teams.
- Investigated and resolved accounting, service and delivery concerns.
- Educated customers about billing, payment processing and support policies and procedures.
- Met customer call guidelines for service levels, handle time and productivity.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Sales Associate
Melrose Family Fashions
06.2018 - 10.2019
- Defined clear targets and objectives and communicated to other team members.
- Drop off bank deposits and maintain records of receipts
- Ensuring the store meets its goals of efficiency.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
Education
Mountain View High School
Mesa, AZ05-2019
Skills
- Client Relationship Management
- Financial Product Support
- Problem Solving & Conflict Resolution
- Strong Communication & Active Listening
- Account Management & Transactions
- Sales & Upselling of Financial Services
- Attention to Detail & Organization
- Adaptability & Continuous Learning
Timeline
Universal Banker
First Credit Union
05.2022 - Current
Customer Experience Manager
Five Below
07.2020 - 04.2022
Call Center Representative
Consumer Cellular
10.2019 - 07.2020
Sales Associate
Melrose Family Fashions
06.2018 - 10.2019
Mountain View High School
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