Member Experience Representative
Sharonview Federal Credit Union
06.2013 - 04.2022
- Built lasting relationships with members through genuine care and concern
- Made impact calls to members to help them achieve their financial goals
- Processed consumer loans with accuracy
- Assisted with teller line transactions when needed
- Made referrals for products and services to support members
- Processed digital applications with ease
- assisted contact center staff as needed
- Worked well with teammates
- Assisted members with IRA transactions while coordinating with third-party partners to align assets with correct account types.
- Assisted with workshops for new memberships
- Delivered financial counseling services using financial counseling certificate to support members achieving financial goals.