Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lyndsay Koehler

Summary

Dedicated professional with a focus on delivering exceptional customer service and surpassing goals. Proven track record as a top performer in sales environments. Confident in effectively presenting products, highlighting their features and benefits, and efficiently resolving issues.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Member Service Representative

Ent Credit Union
Timnath, CO
04.2023 - Current
  • Creating and fostering member relationships
  • Cross selling appropriate products to members through consultative approach
  • Knowledge and understanding of procedures and regulations
  • Accurately establishing and maintaining accounts and records
  • Conducting transactions with friendly efficiency, while supporting proper procedure practices
  • Taking applications for consumer loans, with an eye for member needs
  • (Ent LC 1 year)
  • Providing consumer loan closing services
  • (Ent Loan Closer 1+ year)
  • Referring members to departments and services to help improve their financial quality of life
  • Top credit application producer for center in 2024 (as of 10/24)

Personal Cruise Consultant

Norwegian Cruise Line Holdings Ltd
01.2022 - 02.2023
  • Phone contact with potential clients who have shown interest in services via internet or previous patronage
  • Extensive knowledge of all products and services offered
  • Knowledge of travel protocols, rules, and regulations
  • Utilizing a five-step sales process to find the perfect product for potential guests
  • Maintaining relationships before, during, and after sailing
  • Accurately inputting/updating guest information
  • Exceeding sales goals set by management
  • Consistently top ranked in bookings for my level
  • Reliable upselling of insurance products and creating referrals for additional departments to add on beneficial products
  • Responding to requests and inquiries in a timely manner

Teller

Wells Fargo
Auburndale, FL
06.2021 - 01.2022
  • Provide excellent customer service in a fast-paced atmosphere
  • Educated customers on use of banking websites and mobile apps
  • Answered customer inquiries regarding account balances, transaction history, service charges and interest rates
  • Processed customer transactions promptly, minimizing wait times
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Identified sales opportunities and referred customers to branch partners in financial services
  • Established rapport with new clients to increase satisfaction and loyalty
  • Counted, verified and handled bank deposits and armored car transactions
  • Highly efficient operation at top volume branch

Education

Some College (No Degree) - Business Management

University of Florida
Gainesville, FL

Skills

  • Sales proficiency
  • Customer service expertise
  • Exceptional communication
  • Service Upselling
  • Policy understanding
  • Account Management
  • Sales strategy
  • Financial Transactions

Certification

  • Notary Public
  • Ent Lending Consultant
  • Ent Loan Closer
  • Ent Business Consultant
  • Green Path Super User
  • Certified Credit Union Financial Counselor (in progress, testing 11/18, graduation 12/12).

Timeline

Senior Member Service Representative

Ent Credit Union
04.2023 - Current

Personal Cruise Consultant

Norwegian Cruise Line Holdings Ltd
01.2022 - 02.2023

Teller

Wells Fargo
06.2021 - 01.2022

Some College (No Degree) - Business Management

University of Florida

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Lyndsay Koehler