Kaylee Vincel
Commerce City,CO
Summary
Senior Member Services Representative at Ent Credit Union with a proven track record in client relationship building and problem-solving. Expert in delivering exceptional customer service while ensuring compliance and accuracy in financial transactions. Adept at cross-selling banking products, contributing to branch sales targets, and fostering a positive team environment.
Overview
2024
2024
years of professional experience
Work History
Senior Member Services Representative
Ent Credit Union
- Open new checking, savings, and business accounts while ensuring compliance with all bank policies and federal regulations.
- Provide personalized financial solutions by assessing customer needs and recommending appropriate banking products and services.
- Process daily teller transactions including deposits, withdrawals, transfers, and loan payments with accuracy and efficiency.
- Maintain a balanced cash drawer and adhere to all security procedures and audit standards.
- Assist customers with account maintenance, online banking support, and dispute resolution.
- Cross-sell banking products such as credit cards, CDs, and loans to help customers meet financial goals.
- Collaborate with team members to achieve branch sales targets and deliver outstanding customer service.
- Handle sensitive customer information with a high level of confidentiality and professionalism
Cast Member
Disney
Orlando, FL
01.2023 - 05.2023
- Maintained a clean and organized workspace for optimal productivity and safety.
- Promoted a welcoming atmosphere by greeting customers with a friendly demeanor and promptly addressing their needs.
- Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
- Contributed to a positive team environment through effective communication and collaboration with colleagues.
- Handled customer complaints professionally, resolving issues promptly to ensure satisfaction and foster loyalty.
Cashier
Colorado Passport Agency
Aurora, CO
05.2023 - 12.2023
- Processed payments including checks, cash, and credit cards, maintaining accuracy and efficiency in all financial transactions.
- Collected, reviewed, and verified required documentation for passport applications in accordance with federal regulations.
- Performed high-volume data entry of sensitive personal information into secure systems, ensuring 100% accuracy and confidentiality.
- Maintained organized digital and physical records of customer applications, payments, and supporting documentation.
- Cross-checked application forms for errors, omissions, or inconsistencies and followed up with customers for corrections.
- Provided clear instructions to customers on passport application procedures, photo guidelines, and processing timelines.
- Assisted with resolving customer inquiries and discrepancies related to applications or payment processing.
- Generated daily reports, reconciled cash drawers, and ensured all submitted applications were accounted for and submitted on time.
- Operated office equipment including scanners, printers, and ID verification tools to complete passport documentation efficiently.
- Ensured compliance with privacy laws and internal protocols when handling sensitive customer data
Host
Little Pub Company
Commerce City, CO
11.2019 - 12.2021
- Handled high-pressure situations with composure, effectively managing large parties or unexpected events during busy shifts.
- Answered customer questions about hours, seating, and menu information.
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
- Enhanced customer satisfaction by promptly greeting and seating guests upon arrival.
- Provided exceptional customer service by attentively listening to guest needs and promptly addressing any concerns or issues.
Education
No Degree -
EMT School
Denver, COBusiness Administration Data Analysis
Liberty University
Lynchburg, VA05.2026
Prairie View High School
Henderson, CO05.2022
Skills
- Client relationship building
- Customer service expertise
- Call center experience
- Team management
- Teamwork
- Customer service
- Problem-solving
- Attention to detail
Timeline
Cashier
Colorado Passport Agency
05.2023 - 12.2023
Cast Member
Disney
01.2023 - 05.2023
Host
Little Pub Company
11.2019 - 12.2021
Senior Member Services Representative
Ent Credit Union
No Degree -
EMT School
Business Administration Data Analysis
Liberty University
Prairie View High School