Kevin Robinson
Relationship Experience
Lake Hiawatha,NJ
Summary
Polite and professional customer/member relationship manager successful in applying strong communication and problem resolution skills to each customer issue. Solid history of surpassing productivity and quality targets in high-volume settings. Skillful in building long-lasting, loyal customer relationships.
Overview
9
9
years of professional experience
9
9
years of post-secondary education
1
1
Certification
Work History
Contact Center Advisor
Visions Federal Credit Union
2022.06 - Current
- Interact with current and prospective members to establish, build, and/or enhance business relationships
- Promptly and professionally service inbound calls, maintaining high member satisfaction
- Proactively advocate for Credit Union products, offerings, and services
- Conduct needs assessments for various consumer loans and adhere to underwriting requirements
- Handle a variety of accounts such as IRAs and CDs and process death claims.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues
- Responded to customer calls and emails to answer questions about products and services
- Performed various clerical duties by filing and faxing documents and creating customer databases
- Promptly responded to inquiries and requests from prospective customers
- Investigated and resolved customer inquiries and complaints quickly
- Responded to customer requests, offering excellent support and tailored recommendations to address needs
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals
Assistant Branch Manager
Financial Resources Federal Credit Union
2021.08 - 2022.06
- Ensured all approved loans were closed accurately
- Coached branch team in cross-selling products and services
- Developed high-performing sales and service team members
- Identified and addressed staff development needs.
Relationship Specialist
Affinity Federal Credit Union
2015.01 - 2019.10
- Used listening skills to detect financial needs requiring additional attention
- Awarded title and recognition as branch loan captain for being detail-oriented
- Received company-wide recognition for exceptional customer service.
Education
Bachelor's Degree in Business - Business Administration
Cambridge College
Boston, MA 2018.09 - 2021.06
Associate in Science in Business Administration - Finances
New England College of Business
Boston 2012.10 - 2018.08
Skills
Proficient in Microsoft Office and Macundefined
Certification
Notary Public, New Jersey, 2384702, 946841
Timeline
Contact Center Advisor
Visions Federal Credit Union
2022.06 - Current
Assistant Branch Manager
Financial Resources Federal Credit Union
2021.08 - 2022.06
Bachelor's Degree in Business - Business Administration
Cambridge College
2018.09 - 2021.06
Relationship Specialist
Affinity Federal Credit Union
2015.01 - 2019.10
Associate in Science in Business Administration - Finances
New England College of Business
2012.10 - 2018.08
Notary Public, New Jersey, 2384702, 946841
Similar Profiles
Jordan WheelerJordan Wheeler
Indirect Relationship Officer at Visions Federal Credit UnionIndirect Relationship Officer at Visions Federal Credit Union
VICTORIA PERRYVICTORIA PERRY
Contact Center Advisor at VISIONS FEDERAL CREDIT UNIONContact Center Advisor at VISIONS FEDERAL CREDIT UNION
Corey TomoskyCorey Tomosky
Accounts Payable Specialist at Visions Federal Credit UnionAccounts Payable Specialist at Visions Federal Credit Union