Summary
Overview
Work History
Education
Skills
Timeline
Generic

Charlie Guo

Middletown,NY

Summary

Experienced Member Solutions Specialist with a history of improving CU experience for Heritage Financial Credit Union by improving communication and technical capabilities. Specialist on client relations and problem solving which resulted in an enhancement of customer loyalty. Can work well within a team delivering superior service and results.

Overview

5
5
years of professional experience

Work History

Member Solutions Specialist

Heritage Financial Credit Union
01.2024 - 05.2024
  • Assisted members with account inquiries, providing accurate and up-to-date information to ensure a positive experience.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Outside Sales Representative

Spectrum
11.2022 - 11.2023
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Contacted new and existing customers to discuss ways to meet needs through specific products and services.
  • Established rapport with potential customers through cold calling and presenting product offerings tailored to their needs.
  • Worked closely with cross-functional teams such as engineering or production department for smooth order fulfillment processes resulting in higher customer satisfaction rates.

Games Supervisor

HB Leisure
03.2022 - 10.2022
  • Maintained a safe and enjoyable gaming environment for patrons through diligent supervision and adherence to company policies.
  • Monitored game operations to enforce house rules as well as tribal, state and federal regulations.
  • Trained, supervised and evaluated workers.
  • Ensured legal compliance by maintaining accurate records of all transactions, incidents, and surveillance observations.

Technical Support Representative

Spectrum
02.2019 - 08.2021
  • Delivered exceptional customer service by quickly addressing concerns and providing clear, concise explanations of technical solutions.
  • Boosted first-call resolution rates with efficient problem-solving skills and deep product knowledge.
  • Documented customer interactions in detail within the case management system, ensuring comprehensive records were maintained for future reference.
  • Escalated high-priority cases promptly to ensure rapid response times for critical situations requiring advanced attention or expertise.

Education

Associate of Applied Science - Radiation Technology

Suny Orange
Middletown, NY
06-2026

Cyber Security Engineering

Flatiron School
New York, NY
01-2022

High School Diploma -

Middletown Highschool
Middletown, NY
06-2015

Skills

  • Client relationship building
  • Exceptional communication
  • Strong negotiation
  • Financial acumen
  • Teamwork and collaboration
  • Customer service
  • Team leadership
  • Technical troubleshooting

Timeline

Member Solutions Specialist

Heritage Financial Credit Union
01.2024 - 05.2024

Outside Sales Representative

Spectrum
11.2022 - 11.2023

Games Supervisor

HB Leisure
03.2022 - 10.2022

Technical Support Representative

Spectrum
02.2019 - 08.2021

Associate of Applied Science - Radiation Technology

Suny Orange

Cyber Security Engineering

Flatiron School

High School Diploma -

Middletown Highschool
Charlie Guo