Driven professional with background in banking. Possess strong knowledge of financial products and services, regulatory requirements, and customer service principles. Confident in decision-making abilities, risk management skills and ability to build relationships with clients. Previous work made significant impact on customer satisfaction levels and operational efficiency at previous institutions.
Overview
9
9
years of professional experience
Work History
Special Accounts Representative
Mid American Credit Union
Wichita, KS
11.2022 - Current
Conducted skip-tracing activities to locate delinquent members.
Assisted in the development of strategies to improve collections process efficiency.
Reviewed documents such as contracts, invoices, letters and emails related to member accounts.
Maintained accurate records of all customer contact attempts and account updates in the database system.
Adhered to company policies and applicable laws while collecting debts from customers.
Remained calm, stayed professional, and provided exceptional service on calls, even when interacting with difficult individuals.
Arranged for debt repayment and established repayment schedule based on customer finances.
Tracked all charged off depository accounts and reported to ChexSytems weekly.
Member Service Representative II
Mid American Credit Union
Wichita, Kansas
09.2020 - 10.2022
Greeted customers in a friendly and professional manner.
Provided support to members regarding account inquiries, processing transactions, and resolving issues.
Assisted with the opening of new accounts and processed account maintenance requests.
Processed loan applications and documented loan decisions according to policy requirements.
Senior Interactive Banker
Fidelity Bank
Wichita, USA
11.2018 - 03.2020
Provide excellent customer service through video calls with customers
Process a variety of transactions accurately and efficiently
Participate in task work rotation including ATM, Webvault and Mobile etc
Universal Banker
Fidelity Bank
Wichita, USA
04.2017 - 11.2018
General duties included account opening, loan applications and general account maintenance
Worked side-by-side with teammates to create a successful and driven culture
Assisted Manager with monthly audit tasks and acted as back up in Manager’s absence
Completed monthly inventory count and ordering of supplies
Utilize suggestive selling to match customers to products in person and via phone
Teller II
Emprise Bank
Wichita, USA
07.2015 - 03.2017
Processed teller transactions efficiently
Balanced vault, completed cash shipments, and monitored branch cash levels
Proactively reviewed transactions to protect customers and the bank from fraud
Recommend products to enhance customer relationships