Dana Taylor
San Antonio,TX
Summary
Personable Member Service Representative focused on delivering exceptional service for member needs. Successfully manages concerns while building rapport to maximize member satisfaction and loyalty. Offers strong background in member service, communication, audit, and prioritization.
Overview
3
3
years of professional experience
Work History
Member Service Representative
Navy Federal Credit Union
08.2022 - Current
- Provides exceptional member service by accurately identifying members needs, evaluating and responding to member inquiries.
- Assists leadership in maintaining branch audit readiness with the completion of the Quality Control Checklist, ATM cash verification, and TCR audits.
- Analyzes complex problems and determines appropriate steps.
- Promotes Navy Federal's products and services, exhibits genuine interest in providing memorable and satisfying experiences.
- Efficiently prioritizes tasks, works independently in all areas and displays a high quality of work.
Branch Manager, Branch Operations
Navy Federal Credit Union
08.2021 - 07.2022
- Lead and motivated team to provide member's with world class service and the full range of Navy Federal products and services.
- Completed and maintained quarterly branch audits to ensure compliance.
- Collaborated with other branches and Navy Federal business units to support business growth and continuity of service.
- Supported and prioritized the career development of team members to reach their potential.
Assistant Manager, Branch Operations
Navy Federal Credit Union
04.2021 - 08.2021
- Monitored cash operations and auditing efforts to keep assets secure and within operational limits and oversaw the daily balancing of the branch.
- Demonstrated sound processes through minimal branch differences.
- Fostered a high morale by encouraging open communication, supporting team initiatives, and providing positive and consistent feedback.
- Ensured compliance with HR related policies and practices.
Education
Associate of Arts - Psychology
Miramar College-San Diego, CA
01.2013
Skills
- Advanced knowledge of banking industry practices
- Exemplary member service
- Issue resolution
- Account management and servicing
- Effective communication
- Empathetic, active listener
Accomplishments
US Navy Veteran
Sustained Superior Performance Award, June 2020
Timeline
Member Service Representative
Navy Federal Credit Union
08.2022 - Current
Branch Manager, Branch Operations
Navy Federal Credit Union
08.2021 - 07.2022
Assistant Manager, Branch Operations
Navy Federal Credit Union
04.2021 - 08.2021
Associate of Arts - Psychology
Miramar College-San Diego, CA