Marlen Aguilar

Identified cross-selling opportunities, referring members to Personal Financial Representatives.

Met/Exceeds established monthly sales and service goals.

Assist with branch balancing, opening and closing procedures, scanning checks, night depository processing. ATM processes, certifications and other side jobs assigned.

Maintained a thorough knowledge of all products and services, policies and procedures.

• Processed Cardholder chargeback disputes and fraud claims within the time period given to each member. Sent members VISA DPS letters consistently to avoid claim closures.
• Resolved concerns/problems with members in a professional, knowledgeable manner.
• Investigated thoroughly and asked members appropriate questions to protect Frontwave Credit Union from avoidable losses.
• Complied data and assists in preparing monthly productivity and management reports.
• Implemented strategies to reduce risk of credit card fraud and identity theft.

• Participated in projects requiring assembly of large and small components.
• Tested finished products to perform quality assurance and identify discrepancies.
• Carried out preventative maintenance, keeping tools and machinery functional.
• Assembled components with minimal supervision, exceeding expected project milestones.

• Directed customers to the correct department, notified the appropriate person about the waiting customer, introduced customers to staff members
• Communicated with callers and visitors in a professional, friendly, and efficient manner
• Typed memos, correspondence, reports, and other documents,
• Completed light administrative duties including filing paperwork, ordered supplies, prepared invoices, and producing documents for other staff members

• Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Continued education on current banking products and services through Product Database for cross selling
  

• Supervised team members in regard to training and evaluations
• Provided superior customer service including pharmaceutical needs
• Dedicated to continuously improving sales abilities and product knowledge
• Designed displays to make the store experience interactive, engaging, and reassuring