Accomplished Relationship Banker with a proven track record of fostering customer loyalty and satisfaction at MIT Federal Credit Union. Leverages exceptional communication and problem-solving skills to offer personalized financial solutions.
Overview
8
8
years of professional experience
Work History
Member Experience Specialist 1
MIT Federal Credit Union
03.2024 - Current
Serve as a first point of contact for members, answering inbound calls to address account needs and inquiries.
Assist members with deposits, check and cash transactions, and account maintenance requests such as address changes
Collaborated with cross-functional teams to address member concerns effectively
Deliver exceptional and welcoming member experience, focusing on building trust and long-term relationships.
Implemented feedback mechanisms to gather insights and improve service delivery
Relationship Banker
Bank of America
03.2020 - 03.2024
Created continuous client relationships by providing knowledgeable information on banking products and services.
Developed and maintained strong relationships with customers to ensure customer satisfaction and loyalty.
Educated clients about banking products such as savings accounts, credit cards.
Met with customers to discover financial needs and provide product recommendations.
Connected customers to appropriate teammate to help achieve financial goals.
Customer Services Representative
Bank of America
07.2018 - 03.2020
Worked with coworkers to complete tasks.
Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
Responded quickly to meet customer needs and resolve problems.
Show clients different ways of banking such as Online Banking and ATM.
Create Referrals for clients if needed help with one of the specialist.
Customer Service Representative
Kohl's
06.2017 - 06.2019
Demonstrated excellent communication skills, both verbal and written, in order to effectively interact with customers.
Provided exceptional customer service to ensure customer satisfaction.
Displayed my bilingual skills with customers that only spoke Spanish.
Provided Customer Service over the phone, like answering questions about the store.
Assistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit UnionAssistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit Union