Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Misael Morales Jr.

Coplay,PA

Summary

Experienced with handling member inquiries and delivering comprehensive support. Utilizes excellent communication and problem-solving skills to resolve issues efficiently. Knowledge of fostering positive member relationships and enhancing service satisfaction.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Member Service Representative

Members 1st FCU
01.2024 - Current
  • Delivered exceptional member service by addressing inquiries and resolving issues efficiently.
  • Assisted members with account management and transaction processing using internal systems.
  • Educated members on product offerings, enhancing their understanding and usage of services.
  • Streamlined workflow processes, improving response times for member requests and inquiries.
  • Processed account transactions accurately, ensuring proper documentation and timely processing.
  • Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.

Universal Banker

Fulton Bank
11.2021 - 04.2023
  • Assisted customers with account inquiries and transaction processing, ensuring prompt service.
  • Facilitated seamless onboarding of new clients through thorough needs assessment and product recommendations.
  • Drove proactive sales conversations through internal and outbound interactions.
  • The ability to identify consumer needs, while not only solving their problems but turning them into sales as well.
  • Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgement within established limits.
  • Provide ongoing support to customers regarding products and services. Perform customer maintenance requests, process teller transactions accurately, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
  • Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.
  • Played a critical role in leading the Easton branch winning CCFW January 2023 (credit card focus week) through strong sales performances.
  • Played a critical role in helping the Easton branch win the “March Madness Brokerage/Savings” competition. (March 2023)
  • Highest individual brokerage/savings sales for Fulton Bank during the “March Madness Brokerage/Savings” in the Lehigh Valley.


Certified Pharmacy Technician (CPhT)

Wal-Mart
06.2017 - 05.2021
  • In 2020, I was trained in immunization, and immunized countless patients with multiple COVID vaccines, while assisting the pharmacists as needed.
  • Operate the cash register.
  • Count narcotics and schedule 2 drugs
  • Perform Insurance handling and billing.
  • Handle phone calls
  • Order medications via wholesaler
  • Customer Service
  • Passed the PTCB State Exam (Pharmacy Technician Certification Board)
  • (Highest rated associate in relation to acquiring customer sign-ups for company services)

Associate

GPS Hospitality
09.2015 - 04.2017
  • Greets guests with a smile while receiving orders and processing payments.
  • Prepares and packages food and drink products.
  • Responsible for always maintaining the cleanliness of the restaurant including dining room, restroom & exterior.
  • Maintains health and safety standards in work areas.
  • Unloads and stocks inventory items as needed.
  • Prompt and regular attendance on assigned shifts.
  • Follows uniform and grooming standards and policies.

Education

Bachelor of Arts - Public Relations

Drexel University
Philadelphia, PA

Associate of Arts - General Studies

Lehigh Carbon Community College
Allentown, PA

Skills

  • Customer service
  • Relationship building
  • Financial transactions
  • Customer support
  • Life & Health Insurance License
  • Account management
  • Workflow optimization
  • Multichannel communication
  • Problem resolution
  • Securities
  • Computer skills
  • Microsoft office

Certification

  • PA Insurance Dept.: Life & Fixed Annuities, Accident, and Health License (License #1226161, CE Review Date: 11/30/2027)
  • Notary Public, State of Pennsylvania (Commission #1460433, exp: 06/18/2029)
  • Zendesk: Customer Service Professional Certificate
  • Certified Lean Six Sigma White Belt
  • American Negotiation Institute: Negotiation Professional Certificate
  • (PTCB) Certified Pharmacy Technician (CPhT) : 30145542


Languages

English
Native or Bilingual
Spanish
Professional Working

Timeline

Member Service Representative

Members 1st FCU
01.2024 - Current

Universal Banker

Fulton Bank
11.2021 - 04.2023

Certified Pharmacy Technician (CPhT)

Wal-Mart
06.2017 - 05.2021

Associate

GPS Hospitality
09.2015 - 04.2017

Bachelor of Arts - Public Relations

Drexel University

Associate of Arts - General Studies

Lehigh Carbon Community College

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Misael Morales Jr.