Summary
Overview
Work History
Education
Skills
Timeline
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Kali Baker

Metairie,LA

Summary

Thorough Member Services Representative recognized for applying communication strengths and upselling techniques to boost sales. Hardworking professional offering many years of experience rendering support and services to membership-based clients. Versed in investigating complaints and concerns, quickly processing orders, and cross-selling products.

Overview

11
11
years of professional experience

Work History

Senior Member Service Representative - Remote

Cu1
Anchorage, AK
11.2021 - Current
  • Answered incoming calls promptly and professionally.
  • Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
  • Processed deposits, withdrawals, loan payments, transfers and other transactions accurately.
  • Presented and explained services and products to meet member needs.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
  • Enhanced member relationships by providing excellent service during each interaction.
  • Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
  • Educated members on how to use digital banking platforms such as mobile apps and online banking.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.

Teller II

CU1
Anchorage, Alaska
02.2021 - 11.2021
  • Balanced cash drawers on a daily basis.
  • Received and counted daily inventories of cash, drafts and checks.
  • Researched discrepancies between actual cash amounts and records of transactions for accuracy.
  • Explained the features of various banking products available to customers.
  • Performed daily reconciliation of teller drawer within established limits.
  • Adhered strictly to all security procedures related to handling money at the teller window.
  • Built and maintained client relationships through quality, personalized interactions.
  • Maintained confidentiality of all customer records and information according to company policies.

Food Delivery Driver

Postmates & Grubhub
New Orleans, LA
02.2019 - 10.2020
  • Offered customers top-notch service as contractor for wide range of local restaurants
  • Presented professional appearance to customers with clean appearance and vehicle
  • Uphold all safe food handling and health code standards in preparation and delivery of customers' foods
  • Helped improve delivery processes by communicating customers' concerns and noticeable trends
  • Kept delivery times low with well-coordinated, multi-customer routes
  • Controlled errors by checking contents against shipping papers
  • Avoided safety issues with frequent vehicle inspections and preventive maintenance

Business Office Clerk

Lamarque Ford
Kenner, LA
04.2016 - 09.2020
  • Scanned documents into CDK such as: new and used car deals, service and parts invoices, credit card receipts, deposit reports and sales tax reports
  • Established warranty policies for vehicles
  • Arranged UPS and FEDEX labels for shipments
  • Stocked in new and used vehicles for our Ford, Mercedes and Lincoln stores
  • Issued checks for delivery fees, purchases, referral fees, charity events and refunds
  • Costing and billing of retail/fleet/lease deals for Ford, Mercedes and Lincoln
  • Organized contracts from deals and sent out needed paperwork to financing lenders
  • Assembled and filed courtesy delivery deals for fleet managers
  • Cashiering for parts, service and sales transactions
  • Reconciling cash drawer at the end of each shift

Restaurant Hostess

Brick Oven Cafe
Kenner, LA
04.2014 - 04.2016
  • Kept station stocked with menus, silverware, and kids' supplies
  • Boosted profits by promoting daily specials to customers
  • Coordinated smooth take-out orders with service providers and direct customer pick-up
  • Maintained efficient dining operations by continuously monitoring incoming guest levels and table turnover
  • Supported kitchen staff and servers with back-up food delivery and bussing support
  • Handled reservations and walk-in seating

Education

High School -

Alpha Omega Academy
Rock Rapids, IA, United States
05.2015

Skills

  • Customer service expertise
  • Member correspondence
  • Issue resolution
  • Banking
  • Call center experience
  • Compliance
  • Document processing

Timeline

Senior Member Service Representative - Remote

Cu1
11.2021 - Current

Teller II

CU1
02.2021 - 11.2021

Food Delivery Driver

Postmates & Grubhub
02.2019 - 10.2020

Business Office Clerk

Lamarque Ford
04.2016 - 09.2020

Restaurant Hostess

Brick Oven Cafe
04.2014 - 04.2016

High School -

Alpha Omega Academy

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Kali Baker