Proven track record in enhancing customer satisfaction and streamlining financial transactions, evidenced by a dynamic role at North Island Credit Union. Expert in customer service and account management, I excel in teamwork and collaboration, significantly improving operational efficiency. Skilled in handling sensitive information, my background also includes a strong foundation in credit union knowledge and money handling.
Hi, I’m
Karencathleen Gonzalez-Aguilar
El Cajon,CA
Summary
Overview
3
years of professional experience
Work History
North Island Credit Union. This Credit Union
Member Service Representative
2023.12 - Current (9 months)
Job overview
- Helped large volume of members every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Enhanced member satisfaction by efficiently addressing and resolving inquiries and concerns.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Verified customer identification and documentation for compliant transactions.
Media All Stars
Executive Assistant
2023.10 - 2024.08 (10 months)
Job overview
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
Starbuck's Coffee
Shift Supervisor
2022.01 - 2023.09 (1 year & 8 months)
Job overview
- Trained new employees and delegated daily tasks and responsibilities.
- Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
- Helped store management meet standards of service and quality in daily operations.
- Enforced company policies and regulations with employees.
- Ensured smooth operations during peak hours by effectively managing resources and staff allocation.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
Education
University of California - San Diego La Jolla, CA
Bachelor of Science from Political Science-Public Law And Ethnic Studies
06.2022
University Overview
Skills
- Customer Service
- Financial Transactions
- Customer Support
- Credit Union Knowledge
- Call center experience
- Account Management
- Issue Resolution
- Product Recommendations
- Service Upselling
- Teamwork and Collaboration
- Money handling abilities
Languages
Spanish
Native or Bilingual
Timeline
Member Service Representative
North Island Credit Union. This Credit Union
2023.12 - Current (9 months)
Executive Assistant
Media All Stars
2023.10 - 2024.08 (10 months)
Shift Supervisor
Starbuck's Coffee
2022.01 - 2023.09 (1 year & 8 months)
University of California - San Diego
Bachelor of Science from Political Science-Public Law And Ethnic Studies
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