Linda Browning
Westminster,CO
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
7
7
years of professional experience
Work History
Financial Services Representative
Fidelity Investments
03.2022 - Current
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
- Streamlined call flow processes for more efficient response times and increased productivity.
- Reduced average call handling time, ensuring prompt service to customers while maintaining quality interactions.
- Improved first-call resolution rates with thorough issue analysis and effective problem-solving techniques.
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
Universal advisor
Westerra Credit Union
11.2020 - 01.2022
- Primarily responsible for providing exception member service to Westerra members by identifying and providing solutions through a consultative approach
- This position is a relationship building role with a blend of financial transactions performed on the teller line and further deepening relationships with account servicing and loan originating.
Member Service Represnative
Westerra Credit Union
06.2017 - 11.2020
- Primarily responsible for providing exceptional member service to Westerra members while performing financial transactions, identifying solutions and cross-selling products and services to help our members achieve financial success.
Education
Associate of Science - Psychology
Front Range Community College
Westminster, CO06.2026
Psychology Degree -
Arapahoe community college
09.2019
High School dipolma -
Englewood high school
08.2008
Skills
- Notary Public
- SIE License
- Microsoft Office 360
- Ability to understand and respond to customer needs
- Strong verbal and interpersonal communication
- CUNA Development Classes: Building member service relationships, Plan for Successful Sales
- Building Lending Relationships
- Relationship Building
- Inquire and Listen
- Accountable for the completion of assigned tasks
- Ability to understand straightforward, administrative and other basic product and service offerings
- De-escalate a member situation
Timeline
Financial Services Representative
Fidelity Investments
03.2022 - Current
Universal advisor
Westerra Credit Union
11.2020 - 01.2022
Member Service Represnative
Westerra Credit Union
06.2017 - 11.2020
Associate of Science - Psychology
Front Range Community College
Psychology Degree -
Arapahoe community college
High School dipolma -
Englewood high school