KARLY LIST
OHATCHEE,AL
Summary
Experienced employee with six years of knowledge in financial member service with a proven track record and excelling in effective communication and regulatory compliance. Passionate about enhancing member relationships through exceptional service and problem-solving skills. Successfully processed transactions and resolved issues, contributing to a seamless banking experience for all members.
Overview
6
6
years of professional experience
Work History
Member Service Representative Lender
EMBLEM CREDIT UNION
08.2022 - Current
- Provides support to members regarding account inquiries, processing transactions, and resolving issues.
- Assists with the opening of new accounts and processed account maintenance requests.
- Enhance member relationships by providing excellent service during each interaction.
- Develop and maintain knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
- Responds promptly to member inquiries regarding their accounts or other matters related to consumer lending operations.
Teller
EMBLEM CREDIT UNION
07.2020 - 08.2022
- Continuously updated knowledge about credit union products, services, policies and regulations.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Built and maintained member relationships through quality, personalized interactions.
- Ordered checks, placed stop payment orders and conducted additional services for members.
- Answered member inquiries regarding credit union products and services.
- Balanced cash drawers on a daily basis.
- Received and processed member transactions, including deposits, withdrawals, loan payments and other services.
TELLER
FORT MCCLELLAN CREDIT UNION
02.2019 - 02.2020
- Assisted members in opening new accounts and completing required paperwork.
- Performed services for members, including ordering bank cards and checks.
- Balanced cash drawers on a daily basis.
- Received and processed member transactions such as deposits, withdrawals, loan payments, and more.
Education
High School Diploma -
OHATCHEE HIGH SCHOOL
05-2018
Skills
- Effective communication
- Organization and time management
- Problem solving
- Regulatory compliance
- Strong leadership
- Exceptional member service
Accomplishments
- Currently enrolled in year three of Leadership Academy
- Oversees Credit Union Cares and Project Thank You
- Member of Young Professionals Group
References
References available upon request.
Timeline
Member Service Representative Lender
EMBLEM CREDIT UNION
08.2022 - Current
Teller
EMBLEM CREDIT UNION
07.2020 - 08.2022
TELLER
FORT MCCLELLAN CREDIT UNION
02.2019 - 02.2020
High School Diploma -
OHATCHEE HIGH SCHOOL
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