Elizabeth Ruiz
San Antonio,TX
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the Banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
5
5
years of professional experience
Work History
Member Service Specialist
Randolph Brooks Federal Credit Union
03.2020 - 04.2024
- Resolved concerns with products or services to help with retention and drive sales.
- Completed over 15 training courses every quarter and worked effectively under high-pressure client services environments.
- Recommended specific products and services in alignment with individual needs, requirements and specifications.
- Established over 20 new memberships by opening accounts each month. Opened additional accounts such as CDs and Money Markets.
- Kept administrative records current and accurate to promote efficiency and team effectiveness.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
- Trained staff on operating procedures and company services.
- Maintained up-to-date knowledge of product and service changes.
- Trained new personnel regarding company operations, policies and services.
- Educated customers about billing, payment processing and support policies and procedures.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Met and exceeded daily and monthly sales goals.
- Opened and closed the branch as a Teller Supervisor.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Gathered information on certain topics and hosted 2 meetings at the branch each quarter.
Personal Banker
International Bank of Commerce
12.2018 - 04.2020
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Established 1 new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Cross-sold bank products and services to meet customer needs and provide options.
- Greeted customers and delivered information about new account processes.
- Explained account terms and conditions to customers.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Verified customer identity and reviewed documentation for accuracy.
- Maintained customer records and updated account information.
- Provided customers with additional information regarding account services.
Education
High School Diploma -
Brackenridge High School
San Antonio, TX06.2015
Skills
- Data entry proficiency
- Account Maintenance
- Relationship Building
- Member relations
- Complaints Management
- Complaint Handling
- Policy understanding
- Payment management
- Exceptional communication
- Service Sales
- Customer Engagement
Timeline
Member Service Specialist
Randolph Brooks Federal Credit Union
03.2020 - 04.2024
Personal Banker
International Bank of Commerce
12.2018 - 04.2020
High School Diploma -
Brackenridge High School
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