LINDSAY SHARP
Dayton,OH
Summary
Experienced in conflict resolution, customer satisfaction, and effective communication. Brings a personable approach and fifteen years of expertise in resolving account and service concerns. Has a keen ability to identify and address challenges. Excels at promoting company products and maintaining loyal and satisfied customers. Committed to exceeding expectations and driving team success. Goal is to consistently deliver exceptional results.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Virtual Member Service Rep
KH CREDIT UNION
01.2021 - Current
- Answered member inquiries regarding account balances, transaction history, services charges, and interest rates.
- Identified and resolved discrepancies and errors in members accounts.
- Delivered exceptional customer service to every member by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Completion and filing of new HSA account application; supporting existing HSA members.
Senior Member Service Rep
KH CREDIT UNION
10.2018 - 12.2020
- Completed highly accurate, high-volume money counts manually.
- Served as a point of contact for customers, providing assistance with account maintenance and transactions.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assisted customers with banking needs and inquiries.
- Cross-sold credit cards, loans and other bank products.
- Processed applications for new accounts.
- Educated customers on online banking and mobile banking applications.
Mortgage Loan Clerk
KH CREDIT UNION
05.2017 - 10.2018
- Answer questions and advise members regarding mortgage loans.
- Interview loan applicant to obtain personal and financial information, and to assist in completing application.
- Contact credit bureaus, employers, and other sources to check applicant credit and personal references.
- Submit loan application for underwriting approval.
Member Service Rep
KH CREDIT UNION
02.2010 - 05.2017
- Maintained accurate records of customer transactions in line with bank procedure
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Reconciled cash drawer and resolved discrepancies.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
Education
High School (Technical) Diploma - Broadcast Video
Tolles Technical Center
Plain City, OH06.1999
Skills
- Member engagement
- Conflict resolution
- Service excellence
- Support for banking operations
- Professional demeanor
- Call handling for inbound and outbound inquiries
- Customer service procedures
Certification
- Ohio State Notary
- NMLS # 1624650
- Certified Health Savings Professional
Timeline
Virtual Member Service Rep
KH CREDIT UNION
01.2021 - Current
Senior Member Service Rep
KH CREDIT UNION
10.2018 - 12.2020
Mortgage Loan Clerk
KH CREDIT UNION
05.2017 - 10.2018
Member Service Rep
KH CREDIT UNION
02.2010 - 05.2017
High School (Technical) Diploma - Broadcast Video
Tolles Technical Center
Similar Profiles
Briana DameBriana Dame
Customer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit UnionCustomer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit Union
Karencathleen Gonzalez-AguilarKarencathleen Gonzalez-Aguilar
Member Service Representative at North Island Credit Union. This Credit UnionMember Service Representative at North Island Credit Union. This Credit Union
Jan SylvesterJan Sylvester
Senior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union LtdSenior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union Ltd
Victoria ArmstrongVictoria Armstrong
Nursing Assistant at Soin Medical CenterNursing Assistant at Soin Medical Center
Dominique PatronDominique Patron
Med-Surg Clinical Rotation at The Jewish Hospital - Mercy Health - 6 SouthMed-Surg Clinical Rotation at The Jewish Hospital - Mercy Health - 6 South