Henry Franco
Downey,CA
Summary
Experienced professional with a strong background in Sales and a proficient CA Notary. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively. Committed to continuous learning while being proactive and versatile
Overview
20
20
years of professional experience
1
1
Certification
Work History
Member Service Representative
Partners Federal Credit Union
Anaheim, CA
11.2004 - Current
- Build trust and meaningful relationships with Members, sponsors, and fellow Cast with proper communication skills, fostering innovation, solving problems creatively, and demonstrating high integrity.
- Assisted with the opening of new accounts and processed account maintenance requests. While finding opportunities for sales growth and meeting our Members' financial needs.
- Ensures that all Membership documents are processed by meeting and exceeding quality control standards as outlined in the policy, including CIP, OFAC, Chexsystems, etc.
- Responsible for identifying and building a network of Member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interactions with the purpose of creating financial sales opportunities for CU.
- Surpassed sales goals through implementation of successful marketing strategies, while supporting Business Development team to drive growth.
- Answered questions regarding Membership, benefits, services, and identified opportunities for cross-sell additional products or services
- Maintained accurate records of Member interactions and transactions.
- As branch lead, I assisted colleagues with tasks, training, and coaching as needed to meet CU sales goal.
- Participated in team meetings to discuss and train Member service strategies to meet goals.
- Processed loan applications and documented loan decisions according to policy requirements with Underwriter skill, experience, and knowledge, ensuring all loan applications meet and exceed quality control standards.
- Identified opportunities for cross-selling additional products or services during a loan application process.
- Actively provided input into developing new processes for improving Member service standards and idetifying sales opportunities.
- Promoted high Member satisfaction by resolving problems with knowledgeable and world-class service.
Skills
- Leadership
- Customer Service
- Collaboration
- Calm Under Pressure
- Team Management
- Flexible and Adaptable
- Decision-Making
- Teamwork and Collaboration
- Analytical Thinking
- Problem Resolution
Certification
- California Public Notary
Languages
Spanish
Full Professional
Timeline
Member Service Representative
Partners Federal Credit Union
11.2004 - Current
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