Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brea Smith

Southfield,MI

Summary

Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty. Dedicated with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

5
5
years of professional experience

Work History

Finacial Service Representative

Michigan First Credit Union
04.2021 - Current
  • Originating, reviewing, processing, closing, and administering member loan proposals.
  • Analyzing potential risks and evaluated loan products to identify suitable options for members.
  • Assists clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Responds to members concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
  • Opens checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Training and mentoring incoming credit union staff to maximize performance, efficiency, and compliance.
  • Operated in dynamic, high-volume environments to provide skilled assistance to more than 25 customers each day.

Universal Banker

LOC Credit Union
08.2020 - 04.2021
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Balanced teller drawers and ATM cash.
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
  • Examined tellers' reports of daily transactions for accuracy.

Teller

TCF National Bank
06.2018 - 08.2020
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.

Education

Some College (No Degree) - Business Administration And Management

Oakland Community College
Bloomfield Hills, MI

Skills

  • Account management
  • Database Management
  • International sales support
  • Staff education and training
  • Audit Support
  • Cross-selling expertise
  • NMLS License

Timeline

Finacial Service Representative

Michigan First Credit Union
04.2021 - Current

Universal Banker

LOC Credit Union
08.2020 - 04.2021

Teller

TCF National Bank
06.2018 - 08.2020

Some College (No Degree) - Business Administration And Management

Oakland Community College
Brea Smith