Jacqueline Oliva
Charlotte,NC
Summary
Personable Store Supervisor offering 18 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
17
17
years of professional experience
Work History
Member Service Advisor
Skyla Credit Union
07.2019 - Current
- Responsible for building, maintaining, and deepening relationship with consumer and business members by providing exceptional customer service and recommending appropriate customer solutions.
- Solicit all types of new accounts, IRA accounts, cross sell credit union services, and add new relationships to existing accounts based on member needs.
- Produce and underwrite loans within limits such as personal loans, credit cards, and auto loans.
- Assist lead teller with branch audits.
- Verified members identification and documentation for compliant transactions.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Cross-trained existing employees to maximize team agility and performance.
- Act manager when branch manager is not available.
- Offered hands-on assistance to members, assessing needs, and maintaining current knowledge of consumer preferences.
- Responded to member concerns, working with manager to significantly raise customer satisfaction ratings.
Universal Banker
Umpqua Bank
03.2007 - 06.2019
- Responsible for building, maintaining, and deepening relationships with consumer and business customers by providing exceptional customer service and recommending appropriate customer solutions.
- Accept and accurately process variety of financial transactions for customers, including typical consumer and business transactions, such as, depositing checks/cash, cashing checks and processing account withdrawals, and balancing teller cash drawer and approve transactions within authority level.
- Responsible for the administration and efficient daily operation of a full-service branch office, operations, and assure policies and procedures are followed to maintain in compliance.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Education
Associate of Arts - Associates in Natural Science
College of Marin
Greenbrae, CA05.2019
High School Diploma -
San Rafael High School
San Rafael, CA06.2004
Skills
- Complaint Handling
- Product Sales
- Service Upselling
- Product Recommendations
- Issue Resolution
- Customer Service
- Relationship Building
- Product Knowledge
Languages
Spanish
Native or Bilingual
Timeline
Member Service Advisor
Skyla Credit Union
07.2019 - Current
Universal Banker
Umpqua Bank
03.2007 - 06.2019
Associate of Arts - Associates in Natural Science
College of Marin
High School Diploma -
San Rafael High School
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