Jennifer Bosworth
Olympia,WA
Summary
Proficient Member Consultant with a solid background in loan processing and cross-selling strategies. Recognized for strong collaboration skills and commitment to resolving member issues, enhancing overall satisfaction and driving sales growth.
Overview
20
20
years of professional experience
Work History
Member Consultant III-Sales
WSECU
Olympia , Washington
02.2013 - Current
- Provide tailored loan recommendations aligned with member financial goals.
- Collaborate with members to assess their financial and lending requirements.
- Support team by addressing inquiries through resources and coaching.
- Assist with member escalations to resolve issues effectively.
- Foster a positive experience for members and colleagues alike.
- Actively participate in team meetings and promotional activities
- Open new personal and business accounts
- Provide loan decisions to members over the phone and via email
- Cross sell loans to members to help them achieve their financial goals
Temporary Support Specialist
WSECU
Olympia, Washington
12.2012 - 02.2013
- Assisted customers with inquiries and resolved issues efficiently.
- Ensured customer satisfaction through attentive service
- Performed banking transactions
- Worked well on a large team
- Was successful in my referral goals
Bank Teller
First Citizen's Bank
Tumwater, Washington
06.2006 - 11.2012
- Processed customer transactions with accuracy and efficiency at First Citizen's Bank.
- Maintained cash drawer integrity through meticulous counting and balancing daily.
- Educated clients on banking services to enhance their overall experience.
- Implemented security procedures to safeguard cash and sensitive information.
- Assisted customers with account inquiries and provided product information.
Education
High School Diploma -
Rancho Bernardo
San Diego06-2000
Skills
- Loan processing
- Team collaboration
- Conflict resolution
- Sales strategies
- Product knowledge
- Effective communication
- Problem solving
- Attention to detail
- Active listening
- Performance tracking
- Cross-selling proficiency
- Customer service
- Adaptability to change
Timeline
Member Consultant III-Sales
WSECU
02.2013 - Current
Temporary Support Specialist
WSECU
12.2012 - 02.2013
Bank Teller
First Citizen's Bank
06.2006 - 11.2012
High School Diploma -
Rancho Bernardo