Chazney Balmer
Grand Rapids,MI
Summary
A knowledgeable and dedicated sales and banking professional with extensive experience in the finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with an exemplary passion for developing relationships, cultivating partnerships and growing businesses. Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Member Service Representative
Lake Michigan Credit Union
03.2020 - Current
- Cross-sold bank services and products to uplift customer investments.
- Assisted large volume of customers daily with positive attitude and focus on customer satisfaction.
- Generated account activity reports to identify upgrade and sales opportunities.
- Responded to customer inquiries about products and services.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Handled complaints with courteous service to uphold professional reputation.
Senior Fraud Specialist
Lake Michigan Credit Union
02.2019 - 03.2020
- Performed risk assessments to determine level of fraud risk and prioritize investigations.
- Developed and implemented procedures to detect and prevent fraud.
- Coached and trained staff on fraud prevention techniques to increase awareness and reduce risk.
- Produced reports of fraud investigations and presented findings to senior management.
Teller
Lake Michigan Credit Union
08.2017 - 02.2019
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Manager
Qdoba Eats
07.2014 - 08.2017
- Controlled costs to keep business operating within budget and increase profits.
- Managed and motivated employees to be productive and engaged in work.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Education
Bachelor Of Business Administration - Business Administration
Davenport University
Grand Rapids, MISkills
- Sales and Upselling
- Understanding Customer Needs
- Product Recommendations
- Loan Application Processing
- Member Relations
- Clear Verbal Communication Skills
- Advising and Coaching
- Debt Determination
- Microsoft Office
- Loan Counseling
- Account Management
Certification
Credit insurance producer, NMLS, Public Notary
Timeline
Member Service Representative
Lake Michigan Credit Union
03.2020 - Current
Senior Fraud Specialist
Lake Michigan Credit Union
02.2019 - 03.2020
Teller
Lake Michigan Credit Union
08.2017 - 02.2019
Manager
Qdoba Eats
07.2014 - 08.2017
Bachelor Of Business Administration - Business Administration
Davenport University
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