DESIREE VOIGT

• Adhered strictly to all applicable laws and regulations pertaining to customer privacy rights.
• Developed effective working relationships with team members across multiple departments.
• Attended regular training sessions on updates and changes within the industry or organization.
• Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
• Provided accurate information regarding products and services while upselling additional products when appropriate.
• Processed orders, forms, applications, and requests accurately and efficiently.
• Assisted customers with navigating the company's website to locate desired information or items for purchase.
• Monitored IRA accounts to ensure compliance with Federal regulations.
• Assisted in the processing of IRA contributions, transfers, and distributions.
• Reviewed IRA documents such as beneficiary designations, distribution requests. for accuracy.
• Processed applications for new IRA accounts in accordance with established procedures.
• Advised customers about contribution limits, withdrawal restrictions and other applicable laws governing IRAs.

I had to leave the position to take care of my son, who was struggling with a medical diagnosis.

Opened new customer accounts, including checking, savings, and lines of credit.
Processed cash withdrawals.
Adhered to NFCU security and audit procedures.
Researched and resolved customer issues on personal savings, checking, and lines of credit accounts.
Delivered prompt, accurate, and excellent customer service.
Examined checks for identification and endorsement Level One

Left position to work from home at the call center with NFCU due to Covid 19.

Opened new customer accounts, including checking, savings, and lines of credit.
Processed cash withdrawals.
Adhered to NFCU security and audit procedures.
Researched and resolved customer issues on personal savings, checking, and lines of credit accounts.
Delivered prompt, accurate, and excellent customer service.
Examined checks for identification and endorsement

Level One

Had to leave my position due to my husband being relocated due to the military.

• Opened new customer accounts, including checking, savings, and lines of credit.
  Processed cash withdrawals.
  Adhered to NFCU security and audit procedures.
  Researched and resolved customer issues on personal savings, checking, and lines of credit accounts.
  Delivered prompt, accurate, and excellent customer service.
  Examined checks for identification and endorsement
• Level One

Had to leave my position due to my husband being relocated due to the military.

• In my Home daycare I made schedules for children to follow in the day, created curriculums, made menus for children meals, cooked meals, provided first aid when needed, collected fees and kept records of payments for tax reasons for myself and the parents, tested children on what they have learned, and kept records for each child.
• Reason for leaving - I had to move due to husband being in the military.

• My duties were providing wax services for clients , making sure waxing room was clean and sterile while and after working, and upselling packages and selling products needed.
• I had to leave the workforce in order to stay with kids before and after school and hours were not flexible.

• My duties were to update accounts, answer incoming calls, technical services when needed, upselling and selling new plans, and handling complaints.
• Left position to go back to school.

• Opened new customer accounts, including checking, savings, and lines of credit.
  Processed cash withdrawals.
  Adhered to NFCU security and audit procedures.
  Researched and resolved customer issues on personal savings, checking, and lines of credit accounts.
  Delivered prompt, accurate, and excellent customer service.
  Examined checks for identification and endorsement.
• Level One.

Had to leave the position after having my son and going on short-term disability.

• My duties were customer service, account servicing, submitting loans, budget counseling, counting money and balancing my till at the end of the day and upselling products that are needed for the customer. The reason for change in position was due to my husband being relocated due to the US Navy,

• Provided excellent customer service to clients by responding to inquiries and resolving complaints in a timely manner.
• Created detailed reports of account activities for management review.
• Assisted customers with online banking services such as setting up bill payments and account transfers.
• Conducted regular reviews of customer accounts to ensure accuracy of data entry.
• Verified customer eligibility requirements prior to approving applications for new products or services.
• Advised customers on product features, benefits, pricing plans, promotional offers.
• Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.

Had to leave my position due to being promoted to Loan Servicing.

• Maintained accurate records of accounts receivable and payable transactions.
• Assisted in month-end closing activities such as preparing journal entries, reconciling accounts, and creating financial reports.
• Reconciled daily cash receipts with bank deposits.
• Reviewed and verified invoices for accuracy and completeness.
• Processed payments received from customers in a timely manner.
• Reconciled discrepancies between accounts receivable and payable ledgers and bank statements.
• Managed bookkeeping and accounting systems and completed data entry with accuracy and efficiency.

Left position due to accepting a new position with a new company.