Member Relationship Specialist
First American Credit Union
09.2020 - 05.2022
- Maintained up-to-date knowledge on credit union products and services, allowing for accurate information sharing with members at all times.
- Identified cross-selling opportunities through an in-depth understanding of members'' financial situations and needs.
- Participated in community events to promote credit union services, fostering goodwill within the local market.
- Achieved high levels of member satisfaction through empathetic listening and effective problem-solving skills.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Processed customer transactions promptly, minimizing wait times.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Reconciled cash drawer and resolved discrepancies.