Summary
Overview
Work History
Education
Skills
Timeline
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Liliana Chavez

Liliana Chavez

Summary

Dedicated passion for exceeding customer expectations. Possessing a strong foundation in interpersonal communication and problem-solving, I thrive on delivering personalized support to address member inquiries and concerns effectively. Skilled in navigating complex situations with empathy and patience while maintaining a focus on achieving positive outcomes.

Overview

7
7
years of professional experience

Work History

Senior Branch Representative

OCCU
Anaheim
02.2023 - Current
  • Provide personalized customer service, enhancing member satisfaction.
  • Handle complex financial transactions with precision, maintaining accurate records.
  • Promote and cross-sell banking products, meeting sales targets through effective communication.
  • Ensure strict compliance with AML and KYC guidelines.
  • Mentor junior staff, supporting their professional development.
  • Resolve escalated customer concerns, fostering positive relationships.

Member Service Representative II

SchoolsFirst FCU
Anaheim
02.2021 - 02.2023
  • Promoted to Member Service Representative II in May 2022, recognizing exceptional performance
  • Provided world-class service to members, addressing account inquiries and requests promptly
  • Assisted members with various account-related tasks, including openings, closures, and transfers
  • Delivered accurate and timely information on account balances, transactions, and other details
  • Contributed to the efficient operation of the branch, supporting team efforts to achieve objectives.

Sales Floor Team Member

Target
Orange, CA
05.2017 - 02.2021
  • - Proactively engaged with customers to provide product information, enhancing their experience.
  • - Operated cash registers accurately, ensuring smooth transactions.
  • - Contributed to attractive merchandise displays to drive sales.
  • - Collaborated with team for cohesive customer service.
  • - Maintained sales floor cleanliness for a pleasant shopping environment.

Education

Bachelor of Science in Criminal Justice Administration -

California State University Dominguez Hills
05.2021

Associate of Science - Transfer in Administration of Justice

Irvine Valley College
Irvine, CA
05-2019

Associate of Arts - Social Science

Irvine Valley College
Irvine, CA
05-2019

Associate of Arts - Liberal Studies: Teacher Education

Irvine Valley College
Irvine, CA
05-2019

Associate of Science - Behavioral Sciences

Irvine Valley College
Irvine, CA
05-2019

Associate of Science - Science in Law Enforcement

Irvine Valley College

Skills

  • Strong interpersonal communication skills
  • Problem-solving abilities
  • Attention to detail
  • Proficient in banking software
  • Microsoft Office applications
  • Ability to work independently & part of a team
  • Sales & cross-selling expertise

Timeline

Senior Branch Representative

OCCU
02.2023 - Current

Member Service Representative II

SchoolsFirst FCU
02.2021 - 02.2023

Sales Floor Team Member

Target
05.2017 - 02.2021

Bachelor of Science in Criminal Justice Administration -

California State University Dominguez Hills

Associate of Science - Transfer in Administration of Justice

Irvine Valley College

Associate of Arts - Social Science

Irvine Valley College

Associate of Arts - Liberal Studies: Teacher Education

Irvine Valley College

Associate of Science - Behavioral Sciences

Irvine Valley College

Associate of Science - Science in Law Enforcement

Irvine Valley College
Liliana Chavez