Kathleen Winegar
Prairie Farm,WI
Summary
Reliable employee seeking an Office Supervisor position with Westconsin Credit Union. Offering excellent communication and customer service that will be fully utilized while completing tasks that will further the companies goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Member Service Representative II
Westconsin Credit Union
10.2021 - Current
- Deliver exceptional member service to every member by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Helped large volume of members every day with positive attitude and focus on member satisfaction.
- Open member accounts and provided deposit and withdrawal receipts.
- Collaborated with other departments to implement new products and services for the company.
- Travel to other offices to help out when needed.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed member transactions promptly, minimizing wait times.
Front Desk Coordinator
Clear Lake Physical Therapy & Rehab
05.2018 - 10.2021
- Checked-in patients, collected payments and verified appointment details to maintain customer satisfaction.
- Greeted patients and visitors upon arrival, offered assistance and answered questions to build rapport and retention.
- Scheduled appointments in EMR system.
- Maintained office supplies by taking inventory.
- Transcribed phone messages for entire office and relayed messages.
- Assisted patients through their exercise programs.
Customer Service
Industrial Safety
08.2017 - 05.2018
- Processed orders, forms and requests for quotes on fire equipment
- Maintained customer account information database by canceling and updating customer accounts.
- Informed customers of sales promotions and services, warranties or terms of sale, and refunds or exchanges.
- Performed SCBA fit testing
Teller
Westconsin Credit Union
11.2016 - 08.2017
- Answered member inquiries regarding account balances, transaction history, services charges and interest rates.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed member transactions promptly, minimizing wait times.
Education
Technical Diploma - Medical Assistant
Wisconsin Indianhead Technical College
New Richmond, WI05.2012
High School Diploma -
Clear Lake High School
Clear Lake, WI05.2005
Skills
- Office administration
- Word processing
- Phone Call Direction
- End-of-Day Reporting
- Multi-Line Phone Systems
- Scheduling
- Mail Sorting
- EMR Systems Proficiency
- Insurance Knowledge
- Customer Complaint Resolution
- Cash Handling
- Problem-solving skills
Additional Information
-Notary
-Financial Coach
-IRA Specialist
-Brand Ambassador
Timeline
Member Service Representative II
Westconsin Credit Union
10.2021 - Current
Front Desk Coordinator
Clear Lake Physical Therapy & Rehab
05.2018 - 10.2021
Customer Service
Industrial Safety
08.2017 - 05.2018
Teller
Westconsin Credit Union
11.2016 - 08.2017
Technical Diploma - Medical Assistant
Wisconsin Indianhead Technical College
High School Diploma -
Clear Lake High School
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