Member Service Representative II
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Contributed to branch sales goals by effectively cross-selling credit union products and services.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Built rapport with members by engaging in genuine conversations and demonstrating commitment to their financial wellbeing.
- Collaborated with team members to ensure seamless operations during peak hours or staff shortages.
- Supported onboarding process for new members, explaining benefits and assisting with paperwork completion.
- Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to members.
- Educated members on financial literacy topics, empowering them to make sound financial decisions for their future success.
- Participated in community outreach events as a representative of the credit union, promoting its mission and values within the local area.
- Ensured compliance with regulatory requirements during all member interactions safeguarding both the organization''s reputation.