Open To Work
Verified
This profile is verified using an email address.
Melissa Smith
Raleigh,NC
Work Preference
Summary
Detail-Oriented Client Services Professional experienced in banking and commercial credit management. Achieved operational efficiency and customer satisfaction through effective problem resolution and meticulous record-keeping. Focused on enhancing workflows while maintaining confidentiality and delivering high-quality service.
Overview
2
2
years of post-secondary education
18
18
years of professional experience
Work History
Commercial Credit Analyst
Firstrust Bank
Horsham, PA
12.2021 - 04.2022
- Utilized Salesforce to digitally build and maintain commercial credit portfolios.
- Maintained accurate loan portfolio records to support timely and reliable reporting.
- Reviewed financial and account information with a strong focus on accuracy and confidentiality.
- Collected and verified information across multiple systems, ensuring documentation accuracy for regulatory compliance.
- Collaborated with management to enhance commercial credit portfolios through precise record management and organization.
- Supported administrative and operational processes for commercial credit activities, facilitating timely decision-making.
Member Service Representative
Navy Federal Credit Union
Fredericksburg, VA
01.2013 - 01.2014
- Cultivated customer relationships by clearly explaining procedures and promptly resolving account-related concerns, enhancing member satisfaction.
- Assisted members with questions and account needs while providing dependable follow-through.
- Built strong customer relationships by clearly explaining procedures and resolving account-related concerns promptly.
- Addressed member inquiries and account needs with reliable follow-through, ensuring a positive service experience.
- Adhered to operational procedures and service standards during customer interactions, contributing to consistent service quality.
- Maintained confidentiality of sensitive member and account information.
Bank Teller III
StellarOne Bank
Fredericksburg, VA
09.2004 - 03.2011
- Coached team members as the lead teller to enhance operational efficiency and service quality.
- Processed transactions accurately while maintaining strong attention to detail.
- Provided professional customer service and assisted customers with banking needs.
- Maintained documentation and cash-handling controls, reducing errors and discrepancies.
- Delivered professional customer service while addressing the diverse banking needs of customers.
- Supported daily branch operations and helped maintain a reliable, customer-focused environment.
Education
Associate of Science - Business Administration
Southern New Hampshire University
Manchester, NH 04.2022 - 05.2024
Skills
- Salesforce
- Financial Services Support
- Risk Assessment
- Compliance adherence
- Data Collection & Verification
- Records Management
- Records confidentiality
- Account Documentation
- Microsoft Office
- Microsoft Word & Excel
- CRM Systems
- Client and Customer Service
- Issue resolution
- Problem Solving
- Critical Thinking
- Attention to Detail
- Time Management
- Team Collaboration
Timeline
Associate of Science - Business Administration
Southern New Hampshire University
04.2022 - 05.2024
Commercial Credit Analyst
Firstrust Bank
12.2021 - 04.2022
Member Service Representative
Navy Federal Credit Union
01.2013 - 01.2014
Bank Teller III
StellarOne Bank
09.2004 - 03.2011