Summary
Overview
Work History
Education
Skills
Timeline
Generic

Loamy Zaldivar

Rock Hill,SC

Summary

Highly-motivated with desire to take on new challenges. Strong worth ethic, reliable and focused on going above and beyond to support team and serve customers. Trained in team lead as well as some accounting and offering top - notch customer service. Motivated to continue to learn and grow.

Overview

8
8
years of professional experience

Work History

Member Experience Advisor

Sharonview Federal Credit Union
Fort Mill, SC
07.2022 - Current
  • Provided exceptional customer service to members, addressing inquiries and resolving issues in a timely manner.
  • Collaborated with internal teams to ensure smooth operations and seamless experiences for members.
  • Resolved complaints from customers regarding products or services in a professional manner.
  • Participated in team meetings to discuss challenges faced by members and brainstorm solutions.
  • Interviewed new hires.
  • Opening and closing bank accounts such as Savings, money markets, certificate of deposits, ordering ATM/Debit cards, ordering checks.
  • Perform banking transactions for members in agreement with Sharonview rules and regulations.
  • Loan processing.
  • Part of projects to promote ease of use such as Reaching and Engaging our Hispanic Communities, CREAM, and ELTROPY.

Member Experience Representative

Sharonview Federal Credit Union
Fort Mill, SC
09.2021 - 07.2022
  • Provided customer service by answering product and service related questions.
  • Answered phone calls and directed them to appropriate personnel.
  • Consistently met daily performance goals set by management team members.

Store Accountant

Harris Teeter
Rock Hill, SC
01.2019 - 09.2021
  • Compiled monthly financial reports and presented to store management.
  • Maintained accurate records of all transactions in the general ledger.
  • Performed daily cash reconciliations and deposits.
  • Reviewed invoices for accuracy prior to payment processing.
  • Generated month-end closing entries and reconciled account balances accordingly.

Shift Manager

Moes Southwestern Grill
Rock Hill, SC
02.2016 - 09.2021
  • Monitored store operations to ensure compliance with company policies and procedures.
  • Conducted daily shift meetings to review sales goals, safety issues, promotions, and other topics.
  • Provided coaching and guidance to team members when necessary to improve performance.

Customer Service Representative

Harris Teeter
Rock Hill, SC
10.2018 - 01.2019
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.

Education

South Mecklenburg High School
Charlotte, NC
01-2018

Skills

Bilingual

Member retention

Complaint Handling

Customer Service

Multitasking

Communication skills

Timeline

Member Experience Advisor

Sharonview Federal Credit Union
07.2022 - Current

Member Experience Representative

Sharonview Federal Credit Union
09.2021 - 07.2022

Store Accountant

Harris Teeter
01.2019 - 09.2021

Customer Service Representative

Harris Teeter
10.2018 - 01.2019

Shift Manager

Moes Southwestern Grill
02.2016 - 09.2021

South Mecklenburg High School
Loamy Zaldivar