Julian Fair
Tulsa,OK
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Member Relationship Specialist
Oklahoma Central Credit Union
09.2022 - Current
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
- Met with applicants to obtain information for loan applications and answer questions about process.
- Submitted loan applications to underwriter for verification and recommendations.
- Improved loan applications and documentation by informing applicant of additional requirements.
- Answered member questions about products and services.
- Processed cash and check deposits.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledge bases to develop strategic solutions.
- Presented and explained services and products to meet member needs.
- Offered exceptional customer service to differentiate and promote company brand.
- Helped customers understand and use mobile applications and online banking.
- Modified, opened and closed member accounts.
- Offered cross-sell opportunities to members.
Member Service Representative
Western Sun Federal Credit Union
04.2022 - 09.2022
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
- Structured loan packages by properly analyzing credit reports, income and asset documents.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Processed and maintained title files, implementing security measures to protect data.
- Prepared vehicle titles for tag offices to add lien.
- Funded loan sight drafts.
- Updated customer accounts, addresses and contact information within call management databases.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
Teller
Western Sun Federal Credit Union
08.2021 - 04.2022
- Performed transactional, operational, and customer support tasks through knowledge of credit union procedures and products.
- Issued and redeemed money orders, cashier checks, and traveler's checks.
- Accepted cash and credit card payments, issued receipts and provided change.
- Verified transactions involving cashier's checks, money orders and account transfers.
- Helped customers find specific products, answered questions and offered product advice.
- Trained new employees on cash drawer operation.
Cashier/Customer Service Clerk
Reasors
03.2020 - 08.2021
- Managed cash register operations using POS system and processed sales and returns.
- Greeted customers promptly and responded to questions.
- Answered phone calls to assist customers with questions.
- Counted and balanced cashier drawers.
- Maintained work area and kept cash drawer organized.
- Welcomed customers, offering assistance to help find store items.
- Processed efficient and accurate cash, check, debit and credit card payments using POS system.
Education
High School Diploma -
Charles Page High School
05.2020
Skills
- Relationship Building
- Transaction Processing
- Customer Data Confidentiality
- Upbeat and Positive Personality
- Inbound and Outbound Calling
- Creative Problem Solving
- Sales and Upselling
Certification
- Credit Union Financial Counselor Certification December 2024 to December 2027
- Student Pilots Certificate
Timeline
Member Relationship Specialist
Oklahoma Central Credit Union
09.2022 - Current
Member Service Representative
Western Sun Federal Credit Union
04.2022 - 09.2022
Teller
Western Sun Federal Credit Union
08.2021 - 04.2022
Cashier/Customer Service Clerk
Reasors
03.2020 - 08.2021
High School Diploma -
Charles Page High School
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