Dedicated professional with over 30 years in the financial services industry. Renowned for strong interpersonal skills and effective complaint handling, driving member satisfaction and loyalty. Committed to fostering trust through exceptional service and financial counseling.
Overview
36
36
years of professional experience
Work History
Member Service Officer
Tinker Federal Credit Union
Enid, OK
08.1998 - Current
Provided exceptional customer service to members, addressing inquiries and resolving concerns efficiently.
Processed member transactions accurately, ensuring adherence to credit union policies and procedures.
Educated members on product offerings, enhancing awareness and usage of financial services available.
Assisted in the development of training materials for new staff, promoting knowledge transfer within the team.
Implemented streamlined processes for handling member requests, reducing wait times and increasing overall satisfaction levels.
Enhanced member satisfaction by promptly addressing inquiries and resolving issues in a professional manner.
Received numerous commendations from supervisors for consistently exceeding performance expectations in delivering member services.
Assisted members with loan applications, explaining terms and conditions while guiding them through the process.
Collaborated with team members to achieve branch goals and objectives.
Provided financial counseling to members in need, offering guidance on budgeting, debt management, and savings plans.
Developed strong relationships with members, fostering trust and loyalty by providing exceptional customer service.
New Accounts Representative
National Bank of Commerce
Enid, OK
05.1995 - 08.1998
Assisted clients in selecting appropriate banking products tailored to their needs and financial goals.
Provided excellent customer service, resolving inquiries and issues efficiently to enhance client satisfaction.
Managed onboarding process for new account holders, ensuring compliance with bank policies and regulations.
Educated customers about online banking tools, promoting ease of use and increased digital adoption rates.
Led initiatives to improve account retention strategies, resulting in enhanced customer loyalty and engagement levels.
Utilized strong communication skills to establish rapport with customers and provide exceptional service.
Coordinated with other departments to resolve complex customer issues quickly and effectively, improving overall client satisfaction ratings.
Contributed to departmental sales objectives by consistently meeting or exceeding individual performance targets.
Presented new and additional products and services to existing customers.
Teller
National Bank of Commerce
Enid, OK
03.1991 - 05.1995
Processed customer transactions accurately and efficiently using banking software.
Balanced cash drawers daily, ensuring compliance with bank policies.
Assisted customers with account inquiries, providing exceptional service and support.
Trained new tellers on operational procedures and customer service standards.
Disbursed cash and checks accurately while maintaining security of cash drawers.