Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments. Qualified Member Services Representative with many years in fast-paced customer service and call center environments. Personable and professional under pressure.
Researches complex account and service issues, ensuring compliance with policies, regulations, and security protocols. Provides comprehensive support to members, including account inquiries, transactions, and issue resolution. Delivered member assistance in greeting, servicing, cross-selling, teller transactions, and platform services. Cultivated relationships with members to achieve sales goals while maintaining high levels of customer satisfaction. Executed proactive sales strategies and resolved service issues to enhance customer retention and trust.
Performed essential functions of a UER I and demonstrates expertise in identifying members' financial needs/opportunities while providing exceptional service. Provided exceptional, professional, consistent, and accurate service using virtual technology to enhance members' experience. Maintained accurate data in compliance with state and federal regulations, mitigating risk for members and FLFCU. Contributed to the development and education of team members through mentoring and training activities. Assisted in auditing account metrics for myself and team.
Provided virtual support to members utilizing advanced technology. Delivered exceptional service by identifying and recommending customized products and services to fulfill each member's unique financial requirements. Developed and maintained strong relationships with members and potential members, resulting in the attainment of sales targets. Assisted members in various account related tasks such as openings, closures, maintenance, and transactional history while adhering to established policies and procedures promoting member confidence. Provided financial education and assistance with credit union technologies. Effectively mitigated risk across all aspects of business operations, including products and services, through strategic implementation of the Risk Framework. Demonstrated and modeled FLFCU core values.
Certified Credit Union Financial Counselor (CCUFC)