Summary
Overview
Work History
Education
Skills
Timeline
BusinessDevelopmentManager

Heather Buckaloo

Sapulpa ,OK

Summary

Dynamic Member Service Specialist with a proven track record at Westreet Credit Union, excelling in effective communication and adaptability. Recognized for enhancing customer relationships and streamlining loan processes, while maintaining a calm demeanor under pressure. Proficient in financial services, driving customer satisfaction through tailored solutions and exceptional service.

Overview

7
7
years of professional experience

Work History

Member Service Specialist

Westreet Credit Union
10.2024 - Current
  • Recommended specific products and services in alignment with individual needs, requirements, and specifications
  • Submitted loan applications to underwriter for verification and recommendations.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Collaborated with other departments to promptly process loan applications.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Opened, closed, and updated accounts for customers.
  • Balanced teller drawers and ATM cash.
  • Educated customers on features and benefits of banking products and services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.

Teller

Westreet Credit Union
01.2024 - Current
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.

Manager

The UPS Store Inc.
04.2021 - 12.2023
  • Cross-trained existing employees to maximize team agility and performance.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Accomplished multiple tasks within established timeframes.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.

Office Assistant

Buckaloo II Industrial Services
08.2018 - 03.2021
  • Prepared and edited documents to produce precise, accurate and professional communication.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Purchased and maintained office supplies.
  • Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
  • Coordinated and scheduled meetings and appointments.
  • Input data into spreadsheets and databases.
  • Proven ability to learn quickly and adapt to new situations.

Education

High School Diploma - General Studies

Yukon High School
Yukon, OK
05.2004

Skills

  • Adaptability
  • Calm and professional under pressure
  • Computer skills
  • Inbound call answering
  • Effective communication

Timeline

Member Service Specialist

Westreet Credit Union
10.2024 - Current

Teller

Westreet Credit Union
01.2024 - Current

Manager

The UPS Store Inc.
04.2021 - 12.2023

Office Assistant

Buckaloo II Industrial Services
08.2018 - 03.2021

High School Diploma - General Studies

Yukon High School
Heather Buckaloo