Connie Aquino

Internship

Traffic Products

10.2023 - 03.2024

Worked with accounts manager to enhance experience with Accounts Payable and Receivables in Quickbooks software.
Enhanced intern productivity by scanning all files to computer system.
Streamlined office processes for improved efficiency and time management through regular organization and filing.
Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.

Member Service Representative

Benchmark Federal Credit Union

07.2000 - 09.2023

Maintained high-quality service by adhering to company policies and standards in all member interactions.
Contributed to branch sales goals by effectively cross-selling credit union products and services.
Processed account transactions accurately, ensuring proper documentation and timely processing.
Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Assisted members with account management, including updating personal information and setting up automated payments.
Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
Supported the onboarding process for new members, explaining benefits and assisting with paperwork completion.
Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to members.
Educated members on financial literacy topics, empowering them to make sound financial decisions for their future success.
Participated in community outreach events as a representative of the credit union, promoting its mission and values within the local area.
Ensured compliance with regulatory requirements during all member interactions safeguarding both the organization''s reputation.
Managed daily balancing tasks reducing discrepancies in accounting records while maintaining accuracy.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Consistently met or exceeded performance metrics through proactive management of workload and effective prioritization.
Educated and engaged customers with new bank products and services.
Responded to customer calls and emails to answer questions about products and services.
Opened customer accounts and provided deposit and withdrawal receipts.
Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Verified customer identification and documentation for compliant transactions.
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
Maintained and managed customer files and databases.
Educated customers about billing, payment processing and support policies and procedures.
Cross-sold bank services and products to uplift customer investments.
Resolved customer issues through thorough dispute investigation.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Investigated and resolved customer inquiries and complaints quickly.
Followed up with customers about resolved issues to maintain high standards of customer service.
Delivered prompt service to prioritize customer needs.
Promptly responded to inquiries and requests from prospective customers.
Maintained up-to-date knowledge of product and service changes.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
Promoted available products and services to customers during service, account management, and order calls.
Sought ways to improve processes and services provided.

Member Service Representative

TD Bank

07.1999 - 06.2000

Verified customer identification and documentation for compliant transactions.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Maintained and managed customer files and databases.
Generated account activity reports to identify upgrade and sales opportunities.

Summary

Overview

Work History

Internship

Member Service Representative

Member Service Representative

Skills

Activities

Training

Certification

Timeline

Internship

Member Service Representative

Member Service Representative

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