Karen Daigle
Middleburg,FL
Summary
Upbeat and positive individual seeking customer service opportunity with a company that will benefit from my good communication skills, calm demeanor, reliable work ethic and a knack for solving problems.
Overview
36
36
years of professional experience
Work History
Member Services Representative
COMMUNITY FIRST CREDIT UNION
Jacksonville, FL
03.2017 - 12.2019
- Interviewed prospective new members to the credit union to ensure qualified are accounts opened.
- Offered products to members showing not only the features of such item but also how it would benefit them.
- Continually assisted members with all their financial needs.
- Educating members on how to improve their credit rating.
- Selected as 2019 Employee of the Quarter, Third quarter.
- Volunteered to visit local businesses to introduce our commercial accounts to merchants.
- Always exceeded goals set by management.
- Metrics include: 250% of membership goal.
- 210% of 1st and 2nd mortgage application that led to closed mortgages.
- (Only representative at the branch to close on 2nd mortgages).
- Ancillary products goal met and exceeded.
- 177% of annual consumer loan goal.
- Ranked in the top 10% of all employees for 2018 and was in the top 3% for 2019.
10.2016 - 03.2017
- Complete customer care on mortgages, ensuring one call resolution on every call.
- Cross selling products that benefited the customer relating to mortgages.
- Call Center Representative, evaluating Customers Escrow Accounts.
- Take payments over the phone as one time or setting up recurring withdrawals.
- Assisting customers in setting up online mortgage servicing.
- Ranked in the top 10 within the Mortgage Service division.
Member relationship specialist
Vystar Credit Union
03.2004 - 08.2016
- Assisted members with maintaining and obtaining financial success.
- Developed a money management program to educate members how budgeting and saving money works for them.
- Interviewed new applicants to determine if they are qualified and then opened accounts for those members.
- Volunteered to assist the tellers and other member relationship specialists in the completing of daily tasks, to meet the common goal of the credit union.
- Responsible for daily and monthly reports, proving progression of goal achievements.
- Passionately performed tasks assigned and encouraged team building.
- Recognized as the branch employee of the quarter on multiple occasions, as well as top branch performer.
- Aviation boatswain mate handler.
UNITED STATES NAVY
03.1984 - 03.2004
- Specialized in aircraft directing on both aircraft carriers and land-based stations.
- Completed and excelled in career related courses.
- Coached peers in the development of their career paths.
- Responsible for the daily operations of a small recruiting office, placing new applicants and preparing them for the training they would receive to become future Naval Sailors.
- Went above and beyond the call of duty, receiving many awards and medals.
- Retired as E6, Petty Officer First Class.
- Volunteer work Habitat for Humanity, home dedications, leadership builds, home visits.
- Presenter of the Money Management Course for applicants and credit union members.
- March of Dimes team captain.
- PFA Member for Dr's Inlet Elementary.
- Night to Shine sponsored by the Tim Tebow Foundation.
- Energetic customer service representative with fourteen years of experience resolving complex customer inquiries.
- Passionate about building strong customer relationships, driving brand loyalty, and increasing customer engagement.
Education
High school diploma - Education
Admiral Arthur W Radford High School
Honolulu, HI06.1983
Associates - Business Administration
Columbia college
Skills
- Budgeting
- Call Center
- Credit
- Customer service
- Customer care
- Directing
- Financial
- Team building
- Leadership
- Microsoft Office
- Microsoft Works
- Money Management Presenter
- Recruiting
- Selling
- Team representative
- Member services
- Team member motivation
- US Navy policy adherence
- Member service and support
- Clay County Habitat for Humanity Selection Committee Member
Timeline
Member Services Representative
COMMUNITY FIRST CREDIT UNION
03.2017 - 12.2019
10.2016 - 03.2017
Member relationship specialist
Vystar Credit Union
03.2004 - 08.2016
UNITED STATES NAVY
03.1984 - 03.2004
High school diploma - Education
Admiral Arthur W Radford High School
Associates - Business Administration
Columbia college
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