Personable Member Service Representative offering over 10 years of experience resolving account and service concerns for customers. Smoothly uncovers and solves challenges while promoting company products and maintaining loyal, satisfied customers. Focused on surpassing expectations and driving team success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Member Service Representative
First City Credit Union
06.2019 - Current
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
Assisted members with account management, including updating personal information and setting up automated payments.
Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
Opened member accounts and provided deposit and withdrawal receipts.
Educated members on financial literacy topics, empowering them to make sound financial decisions for their future success.
Submitted loan applications to underwriter for verification and recommendations.
Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
Call Center Representative
Christian Community Credit Union
11.2013 - 03.2017
Managed high call volumes while providing exceptional customer support and maintaining professional composure.
Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
Provide member service via telephone, email and Live Chat.
Assisted members with monetary and non-monetary transactions such as inquiries, transfers, check withdrawals, stop payments, member account changed and loan applications.
Education
Associate of Science - Business Accountancy
San Joaquin Valley College
Ontario, CA
Skills
Credit Union Knowledge
I am self-motivated, and have outstanding time management skills
Money handling abilities
Computer Skills
Microsoft Office
Product Knowledge
Certification
Certified Credit Union Financial Counselor, CUNA FiCEP School, June 2024