Jennifer Demendoza
Anaheim,CA
Summary
Outgoing Membership Sales Representative sells new memberships by presenting features, benefits and services to attain or exceed sales goals. Focuses on building relationship with members by delivering ongoing satisfaction to build strong referral base to generate new leads. Cultivates acquisition of new members through public outreach and business development to motivate and engage.
Overview
5
5
years of professional experience
Work History
Member Consultant
Partners Federal Credit Union
Anaheim, CA
08.2019 - Current
- Greeted customers in a friendly and professional manner.
- Provided support to members regarding account inquiries, processing transactions, and resolving issues.
- Assisted with the opening of new accounts and processed account maintenance requests.
- Answered incoming calls regarding membership benefits and services.
- Handled customer complaints in an efficient and courteous manner.
- Maintained accurate records of member interactions and transactions.
- Adhered to all applicable policies, procedures, regulations, and laws.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Processed loan applications and documented loan decisions according to policy requirements.
- Verified identity information on new accounts using established procedures.
- Provided guidance to members on how best to use products or services offered by the organization.
- Identified opportunities for cross-selling additional products or services based on member needs.
- Responded promptly to emails from members seeking assistance.
- Enhanced member relationships by providing excellent service during each interaction.
- Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
Education
High School Diploma -
Papillion La Vista Senior High School
Fullerton06-1996
Skills
- Financial Literacy
- Performance Tracking
- Goal-oriented mindset
- Account Management
References
References available upon request.
Timeline
Member Consultant
Partners Federal Credit Union
08.2019 - Current
High School Diploma -
Papillion La Vista Senior High School
Similar Profiles
Kaitlin SomersKaitlin Somers
Universal Teller at American Partners Federal Credit UnionUniversal Teller at American Partners Federal Credit Union
CLAUDIA DURANCLAUDIA DURAN
Consumer Loan Processor/ Fulfilment at Partners Federal Credit UnionConsumer Loan Processor/ Fulfilment at Partners Federal Credit Union
Sebastian GonzalezSebastian Gonzalez
Member Service Representative at Partners Federal Credit UnionMember Service Representative at Partners Federal Credit Union