Member Service Representative 2
Pacific Service Credit Union
02.2019 - 01.2023
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer calls and emails to answer questions about products and services.
- Verified customer identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Educated and engaged customers with new bank products and services.
- Cross-sold bank services and products to uplift customer investments.