Debra Miner
Tooele,UT
Summary
Dynamic Client Services Member Representative with a proven track record at Mountain America Credit Union, excelling in client relationship building and CRM software expertise. Recognized for enhancing customer satisfaction and retention through effective communication and up-selling strategies, while streamlining processes to improve operational efficiency.
Overview
8
8
years of professional experience
Work History
Client Services Member Representative
Mountain America Credit Union
Sandy, UT
01.2025 - 09.2025
- Assisted members with account inquiries and transactions, ensuring prompt and effective service.
- Performed card services via Visa.com
- Educated clients on products and services to enhance their financial knowledge and engagement.
- Documented all member call details
- Provided exceptional customer service, leading to increased client retention rates.
Merchant Services Representative
Progressive Leasing
Draper, UT
10.2021 - 08.2023
- Assisted clients in navagating merchant services online portal and processing sales.
- Answered policy questions on merchandise eligibility.
- Supported onboarding of adding new authorized merchant employees to use portal, facilitating training using portal tools.
- Received promotion from Customer Service To Merchant Support with first 6 months.
- Advised customers of leasing terms and conditions.
Customer Care Specialist
Overstock.com
Midvale, UT
06.2019 - 05.2021
- Resolved customer inquiries through multiple channels, ensuring timely and effective communication.
- Utilized CRM software to track interactions and maintain accurate customer records for efficient service delivery.
- Assisted customers navigate and shop at online store and provided merchandise details.
- Tracked customer orders via online and called to confirm freight orders.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Loan Customer Service Representative
Snap Finance
West Valley City, UT
05.2017 - 05.2019
- Managed customer inquiries regarding loan applications and account information.
- Provided thorough assistance in resolving customer issues and concerns effectively.
- Streamlined loan processing workflows to enhance operational efficiency.
- Demonstrated a strong understanding of loan products, terms, and eligibility requirements to enhance the overall customer experience.
- Communicated regularly with borrowers regarding their repayment plans, promoting responsible financial behavior among customers.
Education
Business Management
Salt Lake Community College
Salt Lake City, UTSkills
- Strong empathy
- Client relationship building
- Data entry proficiency
- CRM software expertise
- Up-selling strategies
- Payment processing
- Proficient on many platforms
Timeline
Client Services Member Representative
Mountain America Credit Union
01.2025 - 09.2025
Merchant Services Representative
Progressive Leasing
10.2021 - 08.2023
Customer Care Specialist
Overstock.com
06.2019 - 05.2021
Loan Customer Service Representative
Snap Finance
05.2017 - 05.2019
Business Management
Salt Lake Community College