JENNIFER ADAME
Hacienda Heights,Ca
Summary
Ambitious and bilingual customer service professional, Highly-motivated individual with desire to take on new challenges. Strong worth ethic, adaptability and exceptional customer service skills.
Overview
12
12
years of professional experience
Work History
Member Service Officer
Credit Union of Southern California
Whittier, CA
01.2022 - Current
- Processed deposits, withdrawals, transfers, payments, checks.
- Responded to customer inquiries and resolved account issues.
- Educated clients on the benefits of various investment options.
- Provided excellent customer service to members of credit union by responding to inquiries, resolving complaints and processing transactions.
- Performed daily review of incoming mail, processed payments, and updated account information as needed.
- Processed loan applications from members including verifying income, assets and credit scores.
- Participated in training sessions to stay up-to-date on regulations governing financial institutions.
- Verified identity documentation submitted by members prior to opening new accounts.
- Responded promptly to telephone calls from members seeking assistance or advice on their accounts.
- Recommended potential products or services to interested customers.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Lead Teller
Wells Fargo Bank
01.2012 - 01.2020
- Delivered great customer service, handled various banking transactions, assisted with various questions and concerns related to their accounts and bank products
- Assisted with all banking operational tasks
- Developed new team members, Referred customers to appropriate financial services and products as required
- Handled customer issues in a friendly and professional manner.
- Performed basic administrative tasks regarded banking products by handling phone calls, inquiries and emails.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Completed monthly audits and managed overdraft reports.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Resolved customer complaints in a timely manner while ensuring compliance with banking regulations.
- Led weekly staff meetings to discuss goals, objectives, and performance metrics.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Processed customer transactions including deposits, withdrawals, transfers, loan payments.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Performed daily balancing of the cash drawer as well as other assigned duties such as ATM monitoring or check cashing.
Education
High School Diploma -
Pioneer High School
01.2008
Skills
- Excellent verbal and written skills
- Organization
- Bilingual
- Problem solving
- Punctual
- Goal oriented
- Leadership
- Energetic work attitude
- Cash handling experience
- Strong customer service skills
- Employee Onboarding
- Work Planning and Prioritization
References
References : Available upon request
Timeline
Member Service Officer
Credit Union of Southern California
01.2022 - Current
Lead Teller
Wells Fargo Bank
01.2012 - 01.2020
High School Diploma -
Pioneer High School
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