Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
2
2
years of professional experience
Work History
MSR 2
SchoolsFirst Federal Credit Union
10.2024 - Current
Completion of 9 weeks of 5 Behaviors of Communication
Enrolled in Service University - Freshman
Started MSR2 onboarding within 8 months of hire date
Expert in Symitar
Promoted financial products by maintaining excellent service offering knowledge
Assisted Members with establishing accounts through RG: MA, following Compliance
Verified eligibility criteria through supporting documents
Completed loan applications and funding through CLOS
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for Members.
Presented new and additional products and services to Members.
Referred Members to partner advisors
Worked effectively in fast-paced environments.
Provided Member's a welcoming experience, expressed natural curiosity, offered personalized recommendations, and addressed concerns.
MSR 1
SchoolsFirst Federal Credit Union
03.2024 - 10.2024
Answered customer inquiries regarding account balances, transaction history, services charges, loans, savings accounts, lines of credit and interest rates.
Built and strengthened Member relationships by leveraging excellent interpersonal and communication skills.
Processed Member transactions promptly, minimizing wait times.
Identified financial opportunities and referred customers to branch partners in financial services.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Educated Member's on use of banking website and mobile apps.
Learned about Member's financial needs, established trust, and optimized financial opportunities resulting in quality customer service.