Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Julie Khamken

Prattville

Summary

Dynamic Member Service Representative II at Max Credit Union with a proven track record in customer service and cash handling. Expert in transaction processing and product sales, consistently identifying member needs to enhance service delivery. Adept at resolving issues and processing loan applications, contributing to a seamless banking experience.

Overview

18
18
years of professional experience

Work History

Member Service Representative II

Max Credit Union
Montgomery
04.2013 - Current
  • Maintained accurate records of member interactions and transactions.
  • Participated in team meetings to discuss customer service strategies and goals.
  • Verified identity information on new accounts using established procedures.
  • Attended training sessions regularly to stay abreast of changes in company policies or procedures.
  • Performed cash handling duties such as deposits and withdrawals for members' accounts.
  • Identified opportunities for cross-selling additional products or services based on member needs.
  • Provided support to members regarding account inquiries, processing transactions, and resolving issues.
  • Assisted with the opening of new accounts and processed account maintenance requests.
  • Assisted colleagues with tasks as needed during peak times of activity.
  • Processed loan applications and documented loan decisions according to policy requirements.
  • Answered member questions about products and services.
  • Processed cash and check deposits every day.
  • Presented and explained services and products to meet member needs.

Assistant Manager

Ann Taylor Loft
Montgomery
06.2007 - 04.2013
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Delegated work to staff, setting priorities and goals.
  • Interviewed prospective employees and provided input to HR on hiring decisions.
  • Recruited and trained new employees to meet job requirements.
  • Executed floor sets to enhance visual merchandising and optimize customer experience.

Education

High School Diploma -

Alabama Christian Academy
Montgomery, AL
05-1996

Skills

  • Customer service
  • Cash handling
  • Transaction processing
  • Banking
  • Product sales
  • Payment processing

Accomplishments

  • Awarded certification for making a million dollars in loans for end of year 2024

Timeline

Member Service Representative II

Max Credit Union
04.2013 - Current

Assistant Manager

Ann Taylor Loft
06.2007 - 04.2013

High School Diploma -

Alabama Christian Academy

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Julie Khamken