Joshlyn Stewart
Georgetown,TX
Summary
Customer-focused banking professional with expertise in managing member accounts and transactions. Delivers personalized financial solutions to enhance member satisfaction and effectively resolves inquiries. Knowledgeable in checking, savings, and investment accounts, with strong skills in assisting with transfers and banking products.
Overview
1
1
Certification
11
11
years of professional experience
Work History
University Banker
Velocity Credit Union
Cedar Park, Texas
04.2025 - Current
- Provided personalized financial solutions to meet members' needs.
- Educated members on banking products and services, enhancing their financial literacy.
- Resolved members inquiries and concerns efficiently and professionally.
- Managed members' accounts and transactions, ensuring accuracy and compliance.
- Collaborated with team members to enhance service delivery.
- Coordinated with other departments regarding members' requests or disputes resolution.
Server
Long Horn Steakhouse
Round Rock, USA
03.2017 - Current
- Facilitated positive guest interactions by helping guests select food and beverages, presenting the menu, offering cocktails, and suggesting courses.
- Managed 4-6 tables each shift
- Served food
- Monitored guest satisfaction through regular check-ins.
- Provided food service to customers
- Served high volume of customers efficiently during peak hours.
Customer Service Representative
Tower loan
Austin, USA
05.2024 - 10.2024
- Provided exceptional customer assistance by phone and in-person, ensuring customer satisfaction
- Receive and record payments in customer accounts
- Engaged with current and former customers over the phone and in-person to generate additional business opportunities
- Maintain and secure cash drawer and accounting activities (i.e. balancing and preparing deposits)
- Perform office administrative activities including, but not limited to, checking branch mail, filing, office supplies, etc.
- Investigated creditworthiness and processed loan applications, facilitating timely and accurate decision-making
- Handled various tasks to support office operations effectively.
Customer Service Representative
Alcolock ignition interlock
Austin, USA
05.2020 - 05.2022
- Managed customer accounts to ensure satisfaction and retention
- Coordinated reservations to enhance customer experiences
- Addressed and resolved customer service issues promptly
- Handled reservations, coordinating details to meet client needs
- Operated inbound call center handling customer inquiries
- Processed and documented customer orders for fulfillment
- Provided timely responses to customer questions and concerns
- Troubleshot software applications to resolve user issues
Activities Coordinator Assistant
The Heritage At Hunter Chase
Austin, USA
09.2019 - 06.2020
- Develops and plans activities such as outings and events.
- Developed programs, staffed events, and oversaw the implementation of activities.
- Transported residents to doctor appointments and planned outings.
Caregiver/Personal Assistant
Private Residence
Lakeway, USA
07.2015 - 08.2017
- Monitored daily health to ensure well-being and identify potential issues
- Took blood pressure readings
- Monitored client medication plans to ensure adherence and prevent complications
- Prepared nutritious meals for client
- Assisted client with everyday tasks including shopping, cleaning, exercising, grooming, and personal hygiene to promote independence and quality of life
- Completed CPR certification course
Education
Bachelor of Science - Hotel, Restaurant, and Tourism Management
The University Of Southern Mississippi
Hattiesburg, MSSkills
- Financial Services
- Financial Transactions
- Account Transactions
- Customer relationship management
- Customer Service
- Customer support
- Customer Interaction
- Sales
- Data Management
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Google Docs
- Organizational Skills
- Time Management
- Team management
- Computer proficiency
- Fast learner
- Communication skills
- Customer relationship management
Certification
- Food handler certificate
- CPR Certification
- TABC
- Passenger Endorsement
- Non-CDL Class C
Timeline
University Banker
Velocity Credit Union
04.2025 - Current
Customer Service Representative
Tower loan
05.2024 - 10.2024
Customer Service Representative
Alcolock ignition interlock
05.2020 - 05.2022
Activities Coordinator Assistant
The Heritage At Hunter Chase
09.2019 - 06.2020
Server
Long Horn Steakhouse
03.2017 - Current
Caregiver/Personal Assistant
Private Residence
07.2015 - 08.2017
Bachelor of Science - Hotel, Restaurant, and Tourism Management
The University Of Southern Mississippi