Thorough Member Services Representative recognized for applying communication strengths and upselling techniques to boost sales. Hardworking professional offering eight years of experience rendering support and services to membership-based clients. Versed in investigating complaints and concerns, quickly processing orders and cross-selling products.
Overview
11
11
years of professional experience
Work History
Brand Ambassador
Caviar Gold
04.2024 - 10.2024
Increased positive word-of-mouth referrals through genuine, personalized customer interactions and excellent product knowledge.
Ensured accurate representation of the brand by maintaining consistent messaging and visuals across all promotional materials and presentations.
Enhanced brand recognition by executing promotional events and engaging customers with product demonstrations.
Boosted sales through effective collaboration with store staff to promote products in high-traffic areas.
Generated leads for future business opportunities by collecting customer contact information during promotional events.
Approached strangers and interacted in natural conversation with goal of developing brand loyalty.
Showed understanding of customer's personal style and preferences when offering product advice.
Communicated product information with confidence and educated consumers about company.
Engaged, educated, and befriended customers to deliver amazing shopping experience.
Developed lasting connections with industry professionals through networking at conferences, workshops, and other relevant gatherings.
Drove customer engagement by creating interactive activities that showcased the unique features of promoted products.
Achieved targeted marketing goals by collaborating closely with team members to develop effective strategies for each campaign.
Member Service Advisor
United Federal Credit Union
11.2022 - 04.2024
Provided excellent customer service to members and guests in person, by phone, and electronically.
Assisted members with account inquiries, loan applications, and balance transfers.
Processed deposits, withdrawals, payments, check cashing transactions and other financial services for members.
Maintained accurate records of member accounts using the computer system.
Resolved account discrepancies and investigated disputed charges quickly and efficiently.
Performed cross-selling activities to meet individual member needs through product knowledge.
Scheduled appointments for members seeking additional assistance or advice from financial advisors or senior managers.
Adhered to policies and procedures set forth by the organization's code of conduct.
Educated members on the benefits of utilizing online banking services available through the credit union website.
Optometric Technician/Receptionist
Advanced Family Eye Care
10.2017 - 11.2022
Performed preliminary eye exams, including visual acuity tests and color vision tests.
Assisted optometrist with more complex procedures, such as glaucoma testing and retinal imaging.
Scheduled appointments for patients according to their needs and preferences.
Instructed patients on how to properly use contact lenses or eyeglasses.
Maintained a clean work environment by sterilizing instruments after each use.
Provided guidance to patients regarding the selection of frames, lenses, and other eyewear accessories based on their individual requirements.
Conducted vision screenings using automated refraction technology.
Contacted insurance companies to verify coverage information prior to treatment.
Prepared invoices for services rendered and collected payments from patients.
Educated patients about the importance of regular eye exams and preventive care measures.
Filed paperwork in accordance with HIPAA regulations and office protocols.
Administered diagnostic tests such as ophthalmoscopy, tonometry, and pachymetry.
Answered phone calls from customers inquiring about services offered by the practice.
Assisted with visual field testing, ocular photography, optical coherence tomography and pre-exam data collection.
Sent patient prescriptions to pharmacies and scheduled future appointments.
Posted refractor receipts, entered data into spreadsheets and alphabetized folders and invoices.
Teller
Huntington National Bank
02.2015 - 06.2016
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Verified customers' identification to ensure compliance with laws and regulations.
Server and Hostess
The Lakehouse
06.2015 - 02.2016
Greeted guests and provided menus.
Provided excellent customer service to ensure satisfaction.
Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
Prepared drinks according to standard recipes.
Took orders from customers accurately and in a timely manner.
Checked food before serving it to customers.
Delivered food orders promptly and courteously.
Monitored dining room for cleanliness and proper set-up at all times.
Responded efficiently to guest inquiries and complaints in a professional manner.
Service Coordinator
Meijer
04.2014 - 02.2015
Handled merchandise returns and exchanges professionally, adhering to company policies while prioritizing customer satisfaction.
Maintained store cleanliness and organization, creating a welcoming environment for shoppers.
Collaborated with team members to achieve sales targets and support overall store success.
Addressed customer inquiries and resolved issues, resulting in a higher retention rate.
Provided exceptional service during high-volume periods, maintaining composure under pressure while delivering positive customer experiences.
Monitored loss prevention efforts closely, assisting in identifying potential theft risks or suspicious activity within the store premises when required.
Education
Diploma -
Coloma High School
Coloma, MI
01.2014
Skills
Customer Service Skills
Computer Skills
Transcription
Front desk
Medical Office Experience
Medical Records
Insurance Verification
Medical Scheduling
Triage
EMR Systems
HIPAA
Communication skills
Call Center Operations
Training Abilities
Complaint Handling
Product Sales
Member Retention
Membership Renewals
Service Upselling
Healthcare Knowledge
Account Management
Financial Transactions
Timeline
Brand Ambassador
Caviar Gold
04.2024 - 10.2024
Member Service Advisor
United Federal Credit Union
11.2022 - 04.2024
Optometric Technician/Receptionist
Advanced Family Eye Care
10.2017 - 11.2022
Server and Hostess
The Lakehouse
06.2015 - 02.2016
Teller
Huntington National Bank
02.2015 - 06.2016
Service Coordinator
Meijer
04.2014 - 02.2015
Diploma -
Coloma High School
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