Grace Via
Apex,NC
Summary
Experienced, Dedicated Member Service Representative skilled in customer services, problem-solving and financial transactions, committed to delivering exceptional support and resolving member issues effectively. Background in training and mentoring staff, ensuring confidentiality and security compliance. Background in retail decorating skills.
Eager to leverage expertise to enhance member satisfaction and contribute to team success.
Detail-oriented and results-driven with strong work ethic and commitment to providing exceptional member service. Conscientious approach to tasks, supporting smooth operations and minimizing errors through methodical processes and focus on order
Overview
26
26
years of professional experience
1
1
Certification
Work History
Member Service Representative
RTP Federal Credit Union
09.2014 - Current
- Provide and educate members with information pertaining to RTP products and services.
- Manage member complaints with quick resolution leading to positive member outcomes.
- Complete successful new accounts, CDs, IRAs, online banking setup and questions, online bill payment information, notarizations, loan applications and loan questions, and general account information.
- Maintain confidentiality of all member information following security guidelines.
- Training and mentoring new staff employees to assis with the transition to their new role.
- Managing the branch cash vault to include receiving and dispensing cash to staff members to manage their cash drawers, ordering and shipping out cash to the Federal Reserve, and daily balancing of the cash vault.
Member Service Director
Langley Federal Credit Union
12.2006 - 09.2014
- Listened to and talked with members to evaluate their credit union needs and requests, and directed them to appropriate staff to receive help and service with their needs.
- Was responsible for resolving member complaints and concerns regarding their accounts.
- Was responsible for insuring that members were assisted in a timely manner and that staff paperwork and documents were sent daily to appropriate departments within the credit union.
- Motivated employees and provided positive feedback in weekly staff meetings.
Financial Services Officer
Langley Federal Credit Union
10.1999 - 12.2006
- Guided members to open accounts and services relevant to their needs.
- Interviewed and processed loan applications to include Home Equity mortgage loans, processed necessary documents such as title searches and appraisals, prepared documents for closing and closed.
- Respected member confidentiality of all information and maintained security as appropriate.
Education
High School Diploma -
Gloucester High School
Gloucester, VASkills
- Customer Service
- Customer Support
- Financial Transactions
- Computer Skills
- Problem Solving
- Call Center Experience
- Decorator Consultant Skills
Certification
- Langley Federal Credit Union Training Program; Certificate-Loan and Member Services Certification
- Langley Federal Credit Union HELOC Training Program; Certification
- Langley Federal Credit Union Member Service Director Training Program; Certification
Timeline
Member Service Representative
RTP Federal Credit Union
09.2014 - Current
Member Service Director
Langley Federal Credit Union
12.2006 - 09.2014
Financial Services Officer
Langley Federal Credit Union
10.1999 - 12.2006
High School Diploma -
Gloucester High School
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