Driven by a passion for exceeding customer expectations, I leveraged my negotiation prowess and relationship-building skills at Ventura County Credit Union to enhance client satisfaction and loyalty. My adeptness in client assistance and keen attention to detail consistently propelled team goals, fostering a culture of excellence and collaborative success.
Overview
7
7
years of professional experience
Work History
Member Service Representative
Ventura County Credit Union
05.2024 - Current
Conducted interviews for consumer and business loan applications, followed up on loan statuses, collected necessary stipulations, prepared documentation, and facilitated loan funding.
Expanded member relationships by identifying referral and cross-sell opportunities, leveraging account history and member needs, and promoting relevant offers and marketing campaigns.
Established new accounts and memberships, handling Checking, Certificates, Money Market Savings, Business Accounts, IRAs, Living Trusts, and managing vesting changes and fraud-related issues. Updated address and phone information, and processed check orders.
Researched internal procedures and policies to resolve member issues, collaborating with credit union support departments to ensure effective solutions.
Performed teller duties, including accepting negotiable items, scanning checks, managing cash transactions with CDMs/TCRs, and overseeing branch opening and closing procedures.
Account Service Representative II
CBC Federal Credit Union
05.2022 - Current
Educated clients on relevant policies and options and answered questions to remedy issues.
Researched options and recommended services to address clients' needs.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Responded proactively and positively to rapid change.
Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
Educated customers about billing, payment processing and support policies and procedures.
Followed up with customers about resolved issues to maintain high standards of customer service.
Increased efficiency and team productivity by promoting operational best practices.
Promptly responded to inquiries and requests from prospective customers.
Intake Specialist
Alert Communications
10.2019 - 05.2021
Offered compassionate and attentive guidance to patients during moments of crisis and trauma.
Completed intake assessment forms and filed clients' charts.
Interacted kindly with insurance providers via phone, email and written correspondence to obtain necessary documents to complete registration.
Answered phone calls and provided new clients with required paperwork to initiate service.
Detailed program operations and participant activities with comprehensive recordkeeping.
Educated potential participants on available services and processes to engage in program.
Communicated directly with individuals and families to provide information about eligibility requirements, application details, payment methods and applicants' legal rights during intake assessment.
Determined eligibility for counseling and referral for over seventy clients daily.
Car Salesman
Kirby Kia
02.2019 - 10.2019
Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction
Used consultative sales approach to understand customer needs and recommend relevant offerings
Managed customer from initial contact to closing with efficiency and attention to detail, which helped build loyalty and partnerships
Listened to clients and developed solutions to satisfy business and personal needs
Approached each problem with fresh mind and analytical strategies to quickly resolve concerns
Pursued resolutions to achieve complete satisfaction, including tracking down hard-to-find merchandise at diverse locations
Greeted customers on lot and in showroom to answer questions about brand and available inventory
Maintained in-depth knowledge of vehicles, market conditions and customer buying preferences
Demonstrated vehicle features and conducted test drives
Reviewed vehicles before final delivery to validate for completed tasks such as installed add-ons and damage corrections
Completed registration paperwork and sales documentation
Responded to customer enquiries via telephone and email
Resolved customer concerns regarding loan financing and warranties
Car Salesman
Alexander Hyundai
01.2018 - 07.2018
Approached each problem with fresh mind and analytical strategies to quickly resolve concerns
Negotiated purchase prices and explained sales, warranty and optional products
Maintained in-depth knowledge of vehicles, market conditions and customer buying preferences
Generated consistent referrals and repeat business by providing exceptionally knowledgeable and friendly service
Electronics Sales Associate
Best Buy
10.2017 - 01.2018
Protected purchase items with proper bagging and wrapping to prevent damage
Kept on top of changes to store products and promotions to maintain strong sales
Coordinated efficient restocking of sales floor with current merchandise and accurate signage for current promotions
Supported loss prevention goals by maintaining accurate drawers and monitoring shopper behavior
Approached each problem with fresh mind and analytical strategies to quickly resolve concerns
Refunded payments for returned items, processed exchanges and offered store credit to achieve customer satisfaction
Balanced and organized cash register by handling cash, counting change and storing coupons