Michael Tran
Baldwin Park
Summary
Hardworking and highly motivated professional with a passion for growth and efficiency. Eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives. Resourceful and results-driven, equipped with strong problem-solving abilities, a willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
12
12
years of professional experience
Work History
Financial Services Representative 2/Lead
Clearpath FCU
05.2023 - Current
- Completed financial transactions, including deposits, withdrawals, and loan payments
- Obtained and processed information required for provision of services, such as opening accounts, savings
- Mentored tellers by example with clear communication skills, transaction handling and problem-resolution processes
- Answered telephones to assist customers with questions and inquiries
- Assisted tellers with out-of-balance reconciliations by making proper corrections
- Supervised operations staff and kept employees compliant with company policies and procedures.
Parts Specialist
SME Solutions
02.2023 - 05.2023
- Located and labeled parts and maintained inventory of stock
- Marked and stored parts in stockrooms, according to prearranged systems
- Filled customer orders from stock and place orders when requested items are out of stock
- Identified, proposed, and expedited part orders to customers
Warehouse Worker
Infinity Global Distrabution
10.2021 - 05.2022
- Pulled and prepared product for shipment, verifying exact number and type of product before loading and shipping
- Used forklifts and pallet jacks to transport items to staging areas or loading docks
- Assisted with stocking shelves and organizing warehouse
- Assembled and disassembled pallets of merchandise for storage
Senior Member Service Representative
TAPCO Credit Union
09.2020 - 10.2021
- Offered best-in-class service to members through prompt, courteous, and professional interactions
- Processed member applications, updated accounts, and maintained records
- Conferred with customers by telephone or in-person to provide product or service information
- Recommended improvements in products, services or billing methods to prevent future problems
Teller Service Representative
Timberland Bank
05.2018 - 08.2020
- Balanced cash drawer and maintained full accountability for assigned cash on hand
- Supported exceptional customer service with prompt acknowledgment and accurate account services
- Completed financial transactions, including deposits, withdrawals, and loan payments
- Cross-sold bank products and services to customers
Cage Cashier
Emerald Queen Casino
01.2017 - 05.2018
- Updated accurate reports of cash and chips received and distributed
- Redeemed foreign currencies using accurate exchange rates
- Cashed checks and processed credit card advances for patrons
- Supplied currency, coins, chips, or gaming checks to other departments as needed
Lead Member Service Representative
Woodstone Credit Union
11.2015 - 06.2016
- Provided excellent customer service by assisting, responding to and resolving customer inquiries
- Partnered with branch leadership to maintain operational integrity while mitigating risk
- Built and maintained customer relations by providing high-quality services
- Processed member applications, updated accounts, and maintained records
Financial Services Representative
Alaska USA Federal Credit Union
06.2013 - 10.2015
- Processed transactions from bank customers by personal contact, mail and night deposits
- Interviewed members to determine financial needs and aid in selecting appropriate products and services
- Served as primary contact for new account openings and cross-sale of other products and services to clients and prospects
- Explored financial possibilities with customers by identifying issues and finding solutions
Education
High School Diploma -
Juneau Douglas High School
Juneau, Alaska05.2010
Skills
- Problem-Solving Skills
- Financial Transactions
- Financial Services
- Microsoft Office
- Verbal and Written Communication
- Customer/Member Relationship Building
- Team Collaboration
- Customer Relationship Management
- Cash Handling
- Cash Management
Timeline
Financial Services Representative 2/Lead
Clearpath FCU
05.2023 - Current
Parts Specialist
SME Solutions
02.2023 - 05.2023
Warehouse Worker
Infinity Global Distrabution
10.2021 - 05.2022
Senior Member Service Representative
TAPCO Credit Union
09.2020 - 10.2021
Teller Service Representative
Timberland Bank
05.2018 - 08.2020
Cage Cashier
Emerald Queen Casino
01.2017 - 05.2018
Lead Member Service Representative
Woodstone Credit Union
11.2015 - 06.2016
Financial Services Representative
Alaska USA Federal Credit Union
06.2013 - 10.2015
High School Diploma -
Juneau Douglas High School
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