Maria Therese Peters
Edgewood,NM
Summary
Confident Teller/Financial Consultant that can professionally handle complaints and problems to build member's loyalty. Skilled in handling transfers, processing checks and presenting financial products to members and future members. Solid knowledge of credit union practices and regulations. Dedicated employee known for punctuality and dependability. Ability to build strong relationships through excellent member service with a positive attitude that will make a difference. Committed to maintaining high member service ratings and presenting professional image. Experience and knowledgeable in a variety of credit union services and transactions.
Overview
23
23
years of professional experience
Work History
Customer Service Coordinator
Ardent Lovelace Medical Group
Albuquerque, NM
08.2023 - Current
- Greet and acknowledge patients with a welcoming and friendly manner at arrival.
- Check-in and verify insurance and demographic information.
- Process payments and balance drawer at end of day.
- Collect forms and signatures on required documents.
- Check-out patients and schedule follow-up visit.
- Print and go over after visit summary and answer any questions they may have.
- Communicate with Physicians, Physicians Assistants, Nurses and Medical Assistants about patients concerns and questions.
- Confirmation calls and reschedules for any changes to the schedule.
Financial Consultant III
Nusenda Credit Union
Albuquerque, NM
10.2000 - 04.2022
- Provided member service to new and existing members, including answering questions and resolving issues.
- Conducted account openings and closings for members.
- Greeted members upon entering the credit union and directed or assisted them with services.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other credit union transactions.
- Researched member inquiries and reported findings in a timely manner.
- Responded promptly to member emails, phone calls and requests for information.
- Processed and funded loan and credit card applications.
- Issued debit cards and processed fraud and disputes.
- IRA transactions including opening, withdrawal and transfers.
- Notary services.
Member Services Coordinator
First Financial Credit Union
Albuquerque, NM
- Developed and maintained relationships with members to ensure satisfaction with services.
- Ensured compliance with policies and procedures related to member services.
Education
General Studies
Cibola High School
Albuquerque, NM05-1978
Business Administration
Central New Mexico Community College
Albuquerque, NMSkills
- Great member service
- Dependable
- Problem solver
- Great teamwork with internal and external employees
- Knowledge of credit union software
- Knowledge of credit union products and services
- Computer and 10-key experience
Timeline
Customer Service Coordinator
Ardent Lovelace Medical Group
08.2023 - Current
Financial Consultant III
Nusenda Credit Union
10.2000 - 04.2022
Member Services Coordinator
First Financial Credit Union
General Studies
Cibola High School
Business Administration
Central New Mexico Community College
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