Trustworthy New Account representative skilled in working in customer focused work environments. Offering strong knowledge of banking products and services. Dependable and punctual with excellent sales, service and time management abilities.
Overview
4
4
years of professional experience
Work History
New Account Representative
Connex Credit Union
12.2022 - Current
Presented new and additional products and services to existing members.
Interviewed customers to obtain information needed for opening new accounts.
Applied needs-based analysis to assess current satisfaction and importance of various product features to members.
Input member contact information and payment data into system carefully observing corporate confidentiality procedures.
Contacted members as soon as issues arose to immediately find resolution before problem escalated.
Approached prospective members through cold calling and emails to meet sales targets.
Backed up teller team by handling needs of new and existing members at main counter.
Provided members with additional information regarding account services.
Activated new accounts and issued member identification numbers.
Maintained member records and updated account information.
Verified member identity and reviewed documentation for accuracy.
Answered members questions and explained available products & services
Monitored accuracy of member information in system.
Assisted members in understanding loan terms and conditions to make informed decisions.
Originated, reviewed, processed, closed, and administered member loan proposals.
Submitted loan applications to underwriter for verification and recommendations.
Collaborated with other departments to promptly process loan applications.
Member Service Representative
Connex Credit Union
04.2022 - 12.2022
Helped large volume of customers every day with positive attitude and professionalism to 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.
Maintained updated knowledge of internal processes and industry best practices to optimize service
Described product highlights and benefits to help guide members
Resolved customer inquiries and complaints quickly.
Optimized member support by establishing collaborative service environment.
Shift Leader
Dunkin' Donuts
09.2019 - 03.2022
Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements
Delegated tasks to employees and monitored activities and task completion
Supervised, motivated and led employees to maintain productivity and customer service levels
Upheld company standards and compliance requirements for operations and cleanliness
Complied with company safety procedures, policies and regulations to promote safe working environment
Positioned skilled staff in key areas throughout shift to optimize department productivity
Coordinated daily shift changes to facilitate tasks and handle special needs or requests
Assisted general manager with operations game plan and company initiatives implementation
Coordinated shift-based inventory receiving, auditing and restocking
Provided coaching and reinforced standards to foster superior performance from crew members and others throughout organization.
Babysitter|Lia Donahue
05.2020 - 09.2020
Monitored children's safety and well-being to prevent accidents and falls
Enforced rules to teach good manners and maintain safe environment
Kept parents' contact information, emergency services phone number and child's health history on hand in case of emergency situations
Minimized TV and mobile device time by engaging children with games and physical books
Helped older kids complete homework, school projects and chores
Discussed developments, behavior and concerns with parents or guardians
Provided safe transportation to and from activities and events
Supervised and cared for children ages 5 to 12
Prepared healthy and nutritious snacks and meals according to individual needs
Checked homework and assisted with schoolwork and studying
Calculated amount owed for services and collected payment from parents.
Education
High School Diploma -
North Haven High School
North Haven, CT
06.2020
Skills
Client support
Team Supervision
Staff development
Issue resolution
Issue and conflict resolution
Team building
Training & Development
Collaboration
Customer service
Team management
Reliable and trustworthy
Work ethic
Timeline
New Account Representative
Connex Credit Union
12.2022 - Current
Member Service Representative
Connex Credit Union
04.2022 - 12.2022
Babysitter|Lia Donahue
05.2020 - 09.2020
Shift Leader
Dunkin' Donuts
09.2019 - 03.2022
High School Diploma -
North Haven High School
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