Dynamic Member Service Agent at White Sands Federal Credit Union with expertise in issue resolution and customer support. Proven ability to enhance client satisfaction through effective complaint handling and service upselling. Skilled in CRM software and building rapport, consistently delivering exceptional service and fostering strong customer relationships.
Overview
3
3
years of professional experience
Work History
Member Service Agent
White Sands Federal Credit Union
11.2023 - 06.2025
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
Maintained and managed customer files and databases.
Cross-sold bank services and products to uplift customer
Opened customer accounts and provided deposit and withdrawal
Handled complaints with prompt, courteous service to uphold professional reputation.
Resolved customer issues through thorough dispute investigation.
Responded to customer calls and emails to answer questions about products and services.
Verified customer identification and documentation for compliant transactions.
Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Trained staff on operating procedures and company services.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Chiropractic Assistant
Precure Clinic
04.2022 - 10.2023
Performed electric muscle stimulation, massage, and mechanical traction.
Promoted office efficiency, coordinating charts, completing insurance forms, and helping patients with diverse needs.
Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
Scheduled patient appointments for busy chiropractic practice with revenues of $Amount annually.
Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Sanitized, restocked, and organized exam rooms and medical equipment.
Performed administrative tasks by maintaining inventory, ordering supplies and scheduling staff meetings.
Learned and followed laws and HIPAA guidelines to keep office compliant with industry regulations.
Contacted insurance carriers to determine patients' coverage and sent invoices for services rendered.
Maintained office website and social media to promote business and advertise products and treatment plans.
Greeted incoming visitors warmly and directed patients to appropriate areas to keep office running smoothly.
Answered phones to respond to customer questions, provide information and schedule appointments.
Assisted with marketing by distributing materials to area medical offices and reaching out to potential patients.
Educated patients by providing treatment option information and advice on self-care and injury prevention.
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