Julia Preston
Dayton,OH
Summary
Personable customer service professional offering over ten years of experience resolving account and service concerns for customers.
Overview
2025
2025
years of professional experience
Work History
Financial Coach II
Wright Patt Credit Union
Dayton, Ohio
05.2019 - Current
- Placed orders for customer checks and verified starting numbers
- Assisted customers with compromised debit cards and issued new credentials
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
Customer Service Representative
Advance America
Dayton, OH
10.2016 - 02.2018
- Originated, reviewed, processed, closed and administered customer loan proposals
- Maintained friendly and professional customer interactions
- Collected member loan payments
operator
Tom Smith Industries
Clayton, OH
10.2014 - 03.2015
- Made sure that products were produced on time and are of good quality.
- Ensured that all health and safety guidelines were followed.
- Assisted machine operators with finished pieces.
- Fabricated large and small parts per drawing and assembled parts as required.
Customer Service Supervisor
Burlington Coat Factory
Trotwood, OH
05.2011 - 08.2013
- Earned management trust by serving as key holder, responsibly opening and closing store
- Politely assisted customers in person and via telephone
- Answered product questions with up-to-date knowledge of sales and store promotion
- Counted cash in register drawer at beginning and end of shift
Guest Service Representative
Motel 6
Englewood, OH
05.2007 - 03.2011
- Greeted, registered and assigned rooms to guests
- Answered department telephone calls within 2 rings, using correct salutations and telephone etiquette
- Made and confirmed reservations
- Verified customers' credit and established how the customer would pay for the accommodation
Financial Coach II
Wright Patt Credit Union
- Placed orders for customer checks and verified starting numbers
- Assisted customers with compromised debit cards and issued new credentials
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
Education
Bachelor Of Administration - Business Administration
DeVry University
ColumbusGeneral Education Diploma -
Miami Valley Career Technology
Trotwood, OH2012
Skills
- Trusted key holder
- Proficient in cash management
- Quick learner
- Training development aptitude
- Creative problem solver
- Cash flow management
- Credit card processing
- Multi-line phone talent
- Strategic product knowledge
- Accurately process new accounts and loan request
- Ensure proper policies, procedures, risk mitigation activities, and operating controls
- Open/ Closing duties
- Supply orders
Timeline
Financial Coach II
Wright Patt Credit Union
05.2019 - Current
Customer Service Representative
Advance America
10.2016 - 02.2018
operator
Tom Smith Industries
10.2014 - 03.2015
Customer Service Supervisor
Burlington Coat Factory
05.2011 - 08.2013
Guest Service Representative
Motel 6
05.2007 - 03.2011
General Education Diploma -
Miami Valley Career Technology
Financial Coach II
Wright Patt Credit Union
Bachelor Of Administration - Business Administration
DeVry University