Summary
Overview
Work History
Education
Skills
Languages
Interests
Timeline
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DANIEL GODINEZ GUERRERO

Santa Rosa

Summary

Dynamic professional with a proven track record in member engagement, consistently achieving high satisfaction rates through tailored service approaches. Expertise in communication and conflict resolution effectively addresses member concerns, ensuring a positive experience. Committed to fostering lasting relationships that enhance member loyalty and contribute to organizational success. Passionate about creating an inclusive environment where every member feels valued and heard.

Overview

11
11
years of professional experience

Work History

MEMBER RELATIONSHIP SPECIALIST

Redwood Credit Union
07.2022 - Current
  • Helping members with everyday banking and loans applications
  • Teaching new employees and helping them navigate teller operating system
  • Create new accounts for new members, giving the new members information on the credit union and a brief history of the how Redwood Credit Union was created
  • Oversee new members accounts and keeping a track on how their banking experience is when they're in the branch
  • Creating new credit cards and starting auto loans
  • Helping members with Mortgage loan questions and information
  • Developed personalized financial solutions to enhance member satisfaction and loyalty.
  • Trained new team members on policies, procedures, and systems to ensure consistent service delivery.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Met customer call guidelines for service levels, handle time and productivity.

MEMBER SERVICE ASSOCIATE

Redwood Credit Union
02.2020 - 07.2022
  • Assisted member relationship managers at bank branch with customer account research and maintenance
  • Conducted each member transaction efficiently, accurately, and effectively
  • Helped members access their safe deposit boxes, cash boxes, and items in the bank vault as necessary
  • Issued personal checks, cashier’s checks, wire instructions, and other financial options

DEPARTMENT ASSOCIATE

The Home Depot
02.2015 - 01.2020
  • Cash handling, restocking, freight and customer service
  • Knowledge of serval department and item location
  • Worked with management on assisting customers with serviced we offer

Education

Associate degree - Sociology

Santa Rosa Junior College
Santa Rosa, Ca
05-2021

Associate of Arts - Studies Or Human Society

Santa Rosa Junior College
Santa Rosa, CA
05-2021

Skills

  • Proficiency in MS Suite, Outlook, Excel, and Google apps
  • Basic accounting and loan processing
  • Working knowledge of mortgage loans and functions
  • Experienced in creating new loans and cross-selling
  • Exceptional communication
  • Product knowledge
  • FLUENT IN Spanish
  • Cross-selling proficiency
  • Performance tracking

Languages

Spanish
Native or Bilingual

Interests

  • Cooking
  • Baking
  • Enjoy participating in 5k/10k/half marathons for overall physical and mental well-being
  • Video Gaming
  • Volunteer Work

Timeline

MEMBER RELATIONSHIP SPECIALIST

Redwood Credit Union
07.2022 - Current

MEMBER SERVICE ASSOCIATE

Redwood Credit Union
02.2020 - 07.2022

DEPARTMENT ASSOCIATE

The Home Depot
02.2015 - 01.2020

Associate degree - Sociology

Santa Rosa Junior College

Associate of Arts - Studies Or Human Society

Santa Rosa Junior College