Meagan Orr
Arnold,MO
Summary
Accomplished Financial Services Representative with proven expertise in enhancing member satisfaction and retention through ability to offer complex financial advice, ultra-personalized member service, and relationship building and management.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Senior Financial Services Representative
First Community Credit Union
Fenton, MO
06.2001 - Current
- Providing expert guidance on financial products to enhance member satisfaction and retention.
- Has led training sessions for new representatives, improving onboarding efficiency and service quality.
- Managing complex member inquiries, resolving issues promptly to maintain high customer service standards.
- Staying current on industry trends and regulations to provide accurate, up-to-date advice for members’ financial planning needs.
- Enhancing member satisfaction by providing personalized financial advice and recommendations.
- Plays an integral role in launching new products or services within the Credit Union, driving increased revenue generation opportunities.
- Building strong relationships with members, fostering trust and loyalty through exceptional service.
- Analyzing member's current and future financial needs, producing beneficial product recommendations.
- Resolving client concerns promptly and professionally, maintaining a high level of customer satisfaction.
- Facilitating productive conversations between members and internal departments, streamlining communication channels for smoother operations.
- Assisting members in navigating complex financial products.
- Leveraging excellent communication skills to present several types of financial information in an accessible manner, enabling members to make informed decisions regarding investments, loans, accounts, and more.
- Mentoring junior reps, sharing industry knowledge and best practices for career development.
- Working closely with compliance teams to ensure transactions and accounts adhere to relevant legal guidelines, mitigating potential risks.
- Consistently meets or exceeds sales targets, contributing significantly to the branch’s overall success.
Education
Bachelor of Science - Education
University of Missouri Saint Louis
Saint Louis, MOSkills
Credit analysis
Retirement planning
Asset allocation
Debt management
Banking operations
Customer relationship building
Account maintenance
Customer relationship management
Loan applications
Financial services
Regulatory compliance
Problem-solving
Attention to detail
Relationship building
Professionalism
Written communication
Strategic planning
Interpersonal skills
Account documentation
Financial product sales
Relationship management
Certification
NMLS Licensed Mortgage Loan Officer
Notary Public for the State of Missouri
IRA Specialist
Licensed to sell loan insurance products
Mortgage Closer
Loan Officer
Specialized Accounts Representative
Revocable and Irrevocable Trust Expert
Business Account Specialist
Member Retention Specialist
25+ years of experience
Timeline
Senior Financial Services Representative
First Community Credit Union
06.2001 - Current
Bachelor of Science - Education
University of Missouri Saint Louis