Danielle Keig
Stillwater,OK
Summary
Knowledgeable and dedicated member service professional with extensive experience in The Credit Union industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
3
3
years of professional experience
Work History
Senior Member Service Specialist
Credit Union 1
12.2017 - 06.2020
- Responded to member calls and emails to answer questions about products and services.
- Verified member identification and documentation for compliant transactions.
- Opened an average of 40 new member accounts per month, including Personal, Business, and Cannabis.
- Cross-sold Credit Union services and products to uplift member investments.
- Comprehensive knowledge of Cannabis banking, including regulations, merchant services, employee accounts and lending needs.
- Generated account activity reports to identify upgrade and sales opportunities.
- Delivered exceptional member service to every member by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Trained new personnel regarding company operations, policies and services.
- Monitored cash recyclers in multiple checkout stations and maintained adequate cash supply.
- Exceeded all sales goals closing over $2.5 million in Consumer and Home Loans.
Teller
University And Community Federal Credit Union
02.2017 - 10.2017
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered member inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed member transactions promptly, minimizing wait times.
- Educated members on use of banking website and mobile apps.
- Referred members to other banking departments for specialized services.
Education
GED -
Stillwater High School
Stillwater, OK05.2002
Skills
- Service Upselling
- Product Sales
- Issue Resolution
- Member Support
- Regulatory Compliance
- Business Development
- Office Equipment Proficiency
- Money Handling Abilities
- Calm Under Pressure
Accomplishments
- Supervised team of 4-6 staff members.
- Participated in numerous Credit Union community outreach events.
- Attended Practical Management skills training Relationship Management Workshop to refine and build an understanding of how to Plan, Interview, and Serve customers in order to meet their needs long term.
Timeline
Senior Member Service Specialist
Credit Union 1
12.2017 - 06.2020
Teller
University And Community Federal Credit Union
02.2017 - 10.2017
GED -
Stillwater High School