Lindsay McGee
Fayetteville,NC
Summary
A proven leader in customer service, adept at staff training and development, with a history of boosting client satisfaction at Sharonview Federal Credit Union. I am skilled in problem resolution and decision-making. I am an organized and dependable candidate successful at managing multiple priorities with a positive attitude. My willingness to take on added responsibilities to meet team goals is a bonus. I can be a leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Energetic team player who is successful at motivating and building positive team dynamics to accomplish aggressive goals. Dedicated to open, communicative culture where employees feel empowered to contribute to company's success.
Overview
15
15
years of professional experience
Work History
Member Experience Representative
Sharonview Federal Credit Union
01.2017 - Current
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Enhanced company reputation by providing exceptional customer service and support.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Assisted in training new hires and offered ongoing support to help them reach their full potential.
- Communicated with clients and customers to gather, provide and share updated information on products and services.
- Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
- Improved client retention rates by building strong relationships and offering personalized solutions to their needs.
- Increased sales revenue by effectively upselling and cross-selling retail products to customers.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Educated clients on new products or services to increase customer engagement with brand.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Assisted customers in navigating online banking platforms, improving their overall digital banking experience.
- Processed daily cash transactions accurately while adhering to security protocols, minimizing risk exposure for the bank and its customers.
- Streamlined account opening processes for new clients, resulting in a more efficient and user-friendly experience.
- Worked closely with various internal departments such as lending or investments, ensuring seamless communication between teams for optimal client outcomes.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Manager on Duty
Sharonview Federal Credit Union
01.2023 - Current
- Responded to customer concerns by providing friendly, knowledgeable support, and maintaining composure and professionalism.
- Provided exceptional customer service, addressing concerns promptly and ensuring repeat business from satisfied clients.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Monitored workflow to improve employee time management and increase productivity.
- Assisted in organizing and overseeing assignments to drive operational excellence.
Elan Ambassador
Sharonview Federal Credit Union
01.2022 - Current
- Collaborated with team members to develop innovative marketing strategies for promoting credit card products and services.
- Boosted customer satisfaction by effectively addressing and resolving credit card disputes and billing inquiries.
- Assisted customers with questions and inquiries to provide information regarding credit card accounts.
- Recommended products and services to meet customers' credit card and banking needs.
- Implemented strategies to reduce risk of credit card fraud and identity theft.
- Generated reporting to aid leadership with information to determine future credit card goals.
Sales & Service Representative
First Citizens Bank
04.2009 - 12.2016
- Cross-sold and upsold products to customers based on solid understanding of current and forecasted needs.
- Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
- Answered in-depth questions about company offerings, service policies and benefits of each plan.
- Employed consultative techniques, using probing questions to overcome objections and close sales.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
Education
Bachelor of Science - Psychology
UNCP
Pembroke, NC05.2004
Skills
Customer service focus
Delegation capabilities
Sales and Marketing
Staff Training and Development
Staff Management
Processes and procedures
Employee Motivation
Problem Resolution
Team Leadership
Decision-Making
Good Judgment
Timeline
Manager on Duty
Sharonview Federal Credit Union
01.2023 - Current
Elan Ambassador
Sharonview Federal Credit Union
01.2022 - Current
Member Experience Representative
Sharonview Federal Credit Union
01.2017 - Current
Sales & Service Representative
First Citizens Bank
04.2009 - 12.2016
Bachelor of Science - Psychology
UNCP
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