Proven Account Clerk at District 6 Federal Credit Union, adept in cash handling and problem-solving, significantly enhancing customer satisfaction through exceptional service and financial expertise. Leveraged multitasking and rapid 10-key data entry skills to streamline operations, achieving a notable increase in transaction efficiency. Excelled in team collaboration, setting a benchmark for professionalism and courtesy in customer interactions.
Overview
3
3
years of professional experience
Work History
Account Clerk
District 6 Federal Credit Union
07.2023 - Current
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Assisted customers with account inquiries, resolving issues promptly and professionally.
Educated customers on use of banking website and mobile apps.
Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
Prepared reports on daily transactions for management review, highlighting areas for improvement or notable accomplishments.
Maintained strict confidentiality of bank records and client information.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Developed strong relationships with customers through high levels of customer service.
Busser
Italian Villa Restaurant
09.2021 - 09.2023
Reset and cleaned tables quickly to prepare for new customers.
Collected trash, wiped up spills, and removed trays to maintain fresh and clean customer areas.
Transported dirty utensils, dishes, and trays to kitchen to help team stay on top of cleaning.
Worked quickly, communicated with other staff and always looked for better ways of completing tasks to improve productivity and keep tables ready for incoming guests.
Completed side work duties, ensuring that all necessary supplies were stocked for shift success.
Kept close eye on customers to quickly spot leaving guests and clear tables for future patrons.
Assisted servers in providing efficient service for improved guest experiences.
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