Dedicated professional with extensive experience in banking and finance. Demonstrates expertise in managing high volume customer interactions, enhancing operational efficiency, and collaborating with teams to resolve complex member issues. Committed to achieving performance targets while maintaining excellent service quality.
Overview
23
23
years of professional experience
Work History
Investment Service Associate
Navy Federal Investment Services, LLC.
Kailua
07.2015 - 12.2025
Managed high volume of incoming calls, ensuring prompt and accurate member assistance.
Provided daily support to financial advisors, enhancing overall operational efficiency.
Coordinated calendars for multiple advisors and associates, optimizing scheduling processes.
Maintained up-to-date knowledge of products, services, and promotions to effectively meet member needs.
Assisted members with account management tasks, including updating personal information.
Collaborated with cross-functional teams to resolve complex member issues, escalating as necessary.
Consistently exceeded performance targets for call quality, average handle time, and customer satisfaction ratings.
Identified opportunities for process improvement within member service department, increasing efficiency and productivity.
Member Service Representative
Navy Federal Credit Union
Kailua
04.2012 - 07.2015
Resolved member issues through effective communication and strategic problem-solving.
Assisted members with account inquiries and transaction processing with accuracy.
Collaborated with team members to enhance service efficiency and delivery.
Maintained precise member records utilizing internal systems and databases.
Strengthened member relationships by consistently providing excellent service.
Welcomed customers with professionalism and friendliness.
Handled incoming calls on membership benefits and services efficiently.
Managed cash handling duties, including deposits and withdrawals, for members' accounts.
Manager/Owner
Turning Leaf LLC
Gardena
08.2011 - 12.2011
Conducted in-depth consultations to identify client experiences and career aspirations.
Crafted personalized resumes aligned with client goals and industry standards.
Researched industry trends to improve resume relevance and effectiveness.
Provided strategies for job searches and interview preparation techniques.
Collaborated with clients to enhance personal branding and online presence.
Maintained current knowledge of hiring practices across various industries.