Edgar Varela

Greet the member in a friendly and personal manner/create relationship to create loyalty while maintaining a sense of urgency. Accurately process basic member transactions including deposits, withdrawals, loan payments, etc. Assist members in additional account needs including debit cards, address changes, check orders, etc. Educate and cross sell institution products and services to members including electronic statements, share accounts, credit cards, etc. based on need and financial benefit. Give prompt, efficient and accurate service. Adhere to department and security policies, procedures and federal regulations. Helping members with both online and mobile banking. Training new employees with attention to detail. Live up to the company motto, “to create a world where people matter more than numbers”.

• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
• Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
• Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Investigated and resolved customer inquiries and complaints quickly.
• Recommended products to customers, thoroughly explaining details.
• Exhibited high energy and professionalism when dealing with clients and staff.
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
• Responded proactively and positively to rapid change.
• Cross-trained and provided back up for customer service managers.
• Experienced with wires, different types of disputes, new accounts, and loans.