Katie Work
Erie,PA
Summary
Seasoned Member Service Specialist bringing background in providing excellent customer service, resolving client issues and enhancing membership benefits. Display strong skills such as active listening, problem-solving and communication. Have made significant contributions in previous roles by improving customer satisfaction and streamlining processes for member services.
Overview
14
14
years of professional experience
2011
2011
years of post-secondary education
1
1
Certification
Work History
Member Service Specialist
Widget Financial
Erie, Pennsylvania
03.2012 - Current
- Respond to technical and operational questions or problems from credit union staff and make appropriate referrals, recommendations, suggestions, etc.
- Respond to complex or problematic member questions or problems appropriately and ensure the highest quality of member service and satisfaction to members.
- Review and process all documents related to new and existing business accounts. Approve or deny the opening of a new business account.
- Answer incoming calls from members and staff.
- Review reports daily.
- Scan and file documents including member service forms and IRAs.
- Assist with member service projects and testing, as assigned.
- Assist in gathering necessary information for legal issues as needed.
- Provided exceptional member service through effective communication and problem-solving skills.
Education
Associate Degree in Education - Kindergarten And Preschool Education
Edinboro University of Pennsylvania
Edinboro, PA 09.2007 - 06.2011
McDowell High School
Erie, PASkills
- Membership processing
- Document management
- Data entry accuracy
- Problem solving
- Attention to detail
- Customer service
- Computer skills
- Problem-solving skills
- Customer account administration
Certification
- CIS II through Ascensus 2012-current
Timeline
Member Service Specialist
Widget Financial
03.2012 - Current
Associate Degree in Education - Kindergarten And Preschool Education
Edinboro University of Pennsylvania
09.2007 - 06.2011
McDowell High School