Jordan Forbes
Greenville,United States
Summary
Accomplished Member Service Representative with 4 years of experience in the financial services sector, specializing in customer service and financial compliance. Proven track record in processing transactions, resolving account issues, and promoting products effectively. Demonstrated leadership as a General Manager, overseeing operations and team management, while consistently delivering exceptional service and achieving sales targets. Seeking to leverage expertise in banking to enhance member experiences and drive organizational success.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Member Service Representative (MSR)
Self help credit union
Greenville, SC
01.2022 - Current
- MSR will work with members to meet financial service needs through processing transactions and suggesting new products or services
- The MSR/Teller is responsible for delivering the highest-level customer service, accurate and efficient processing of member transactions, promoting products and services, resolving member account issues, making modifications to accounts, adding account services, opening new accounts, and performing those functions according to the policies and guidelines of the credit union in a friendly, helpful manner
- Collaborated with team members to improve service efficiency regularly.
Security Specialist
Army National Guard
Greenville, SC
02.2021 - 01.2022
- Under Minimal supervision performs security duties designed to protect the property of the South Carolina Military Department and individuals against loss and/or injury due to disorderly acts, accidents, fires or other hazards.
- Provided crowd control during events, maintaining order and safety for attendees.
- Conducted thorough inspections of personnel and vehicles entering secured areas.
- Documented incidents and prepared reports for management review and analysis.
- Conducted regular security patrols of the facility grounds, parking lots, and perimeter areas.
- Maintained accurate logs of all security related activities.
- Verified photo IDs and tickets to allow guests passage.
- Addressed problems quickly and reported clear information while working under minimal supervision.
General Manager/Assistant General Manager
Spinx
Powderville, SC
01.2018 - 02.2021
- The General Manager is responsible for day-to-day store operations, including food operations, maintaining a safe environment, recruiting, hiring, scheduling, training, & supervising employees.
- This role is also responsible for store profitability, maintaining brand standards, executing marketing programs, expense control, inventory levels & shortage control and adheres to and enforces all company programs, policies and procedures.
- It is required to lead by positive example and demonstrate current ability and knowledge of all store functions, including all point-of-sale related equipment, reporting, food prep, cleaning, stocking and provide exceptional customer service to our guests.
Hiring and Operations Manager / Part Time
Big Air Trampoline Park
Greenville, SC
08.2019 - 02.2020
- Promote the daily schedule of employees and the business, interview, hire, and coordinate employees, create and maintain budgets, and coordinate with and report to senior management in the company.
- Ensure strategic goals are met by setting operational policies, would provide payroll and create schedules, would make sure every employee is doing their job, giving 100 percent customer service would do daily deposits, take deposits to bank and make sure the overall goal is met.
- Make sure every attraction is working properly including equipment in kitchen and rides if not, i would fix them or call someone to do it
Head Lifeguard/Swim Instructor, Assistant Pool Manager
Greenville Recreation and Parks Department
Simpsonville, SC
01.2013 - 01.2017
- Overseeing, instructing, planning and assessing the personnel who have been allocated a swimming facility and executing lifeguard activities.
- He/she trains the newcomers and supervises the operations that are executed in a swimming pool, assist in hiring operations, and Scheduling of employees
Education
Associate of Applied Science - Business Management
Greenville Technical College
Greenville, SC01.2019
High school diploma -
Woodmont High School
Piedmont, SC07.2017
Skills
- Merchandising
- Customer service and support
- Financial compliance expertise
- Performance management
- Research skills
- Time management
- Property management
- Profit and loss analysis
- Logistics coordination
- Office management experience
- Project management
- Human resources expertise
- Strategic planning
- Technical proficiency in software
- Conflict resolution strategies
- Leadership abilities
- Adaptability in dynamic environments
- Data entry and interpretation
- Sales target achievement
- Customer communication skills
- Financial services knowledge
- Interpersonal skills development
- Quality assurance practices
- Employee relations management
- Transaction processing
- Account management
- Customer service
- Product promotion
- Policy compliance
- Risk assessment
- Employee training
- Effective communication
- Problem solving
- Attention to detail
- Team collaboration
- Member account management
- Point-of-sale system
- Relationship building
- Product recommendations
- Service recommendations
- Payment processing
- Workflow optimization
- Product sales
- Document processing
- Sales strategy
- Service upselling
- Member onboarding
- Dispute resolution
- Customer support
- Banking
- Account reconciliation
- Member correspondence
- Complaint handling
- Financial transactions
Certification
• Secret Clearance, 01/20 to 02/20
• Heart saver First Aid CPR AED,
• Driver's License, 11/14 to now
• SERV Safe Food Handler
• SHRM-CP
• Heart saver First Aid CPR AED,
• Driver's License, 11/14 to now
• SERV Safe Food Handler
• SHRM-CP
Personal Information
Work Permit: Authorized to work in the US for any employer
Military Service
Army, United States, E2, 08/17, 02/18, Junior enlisted soldier whose primary duty is to learn and execute assigned tasks, follow orders, and master basic military discipline while training in their Military Occupational Specialty (MOS).
Timeline
Member Service Representative (MSR)
Self help credit union
01.2022 - Current
Security Specialist
Army National Guard
02.2021 - 01.2022
Hiring and Operations Manager / Part Time
Big Air Trampoline Park
08.2019 - 02.2020
General Manager/Assistant General Manager
Spinx
01.2018 - 02.2021
Head Lifeguard/Swim Instructor, Assistant Pool Manager
Greenville Recreation and Parks Department
01.2013 - 01.2017
Associate of Applied Science - Business Management
Greenville Technical College
High school diploma -
Woodmont High School