Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking opportunities to enhance abilities while contributing to company growth.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Specialist
Financial Resources Federal Credit Union
Greenbrook , NJ
08.2022 - Current
Provided personalized service to clients in order to build relationships and maintain customer loyalty.
Responded quickly and efficiently to incoming calls from existing customers seeking assistance or advice.
Maintained a database of contact information for key players within the organization's network.
Generated leads by making outbound calls and emails to prospects and existing members.
Assisted customers with inquiries and complaints, resolving issues promptly and professionally.
Ensured accurate processing of customer requests, including account changes, payments, and product orders.
Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
Prepared and presented regular reports on customer relationship activities and outcomes to senior management.
Analyzed customer interaction patterns to identify trends and opportunities for upselling.
Helped customers open accounts, make deposits, update information and carry out range of routine actions.
Member Service Representative
Public Service FCU
Middlesex, NJ
03.2022 - 08.2022
Performed cash handling duties such as deposits and withdrawals for members' accounts.
Participated in team meetings to discuss customer service strategies and goals.
Followed up regularly with debtors until full balance is paid off.
Provided excellent customer service by responding promptly to inquiries and requests for assistance.
Processed incoming electronic payments and debits according to established procedures.
Performed ACH origination functions, including batch creation, balancing, and submission to the Federal Reserve Bank.
Responded promptly to customer inquiries regarding their ACH transactions.
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
Front Desk Receptionist
RWJ Fitness & Wellness Center
Scotch Plains , NJ
07.2021 - 03.2022
Handled sensitive information in a confidential manner.
Monitored visitor access control systems including issuing identification badges when necessary.
Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
Processed payments from customers using a variety of payment methods including credit cards, checks and money orders.
Assisted with scheduling appointments for clients and visitors.
Maintained an organized reception area and ensured that all guests were attended to promptly.
Assisted with preparing reports, presentations and other documents as requested by management staff.
Created, updated, and monitored project schedules for multiple departments.
Maintained positive working relationship with fellow staff and management.
Education
Some College (No Degree) - Accounting And Finance
Union County College
Cranford, NJ
Skills
Active Learning
Account Management
Customer Relations
Schedule Management
Research and due diligence
Data Collection
Money Handling
Customer Relationship Management
Financial Transactions
Cash counting
Teller Support
Product description
Cold-calling
Certification
NMLS# 2472739
Notary Public, State of New Jersey (Valid Until November 2028)