Summary
Overview
Work History
Education
Skills
Timeline
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Montana Woodard

Fort Worth,TX

Summary

Accomplished Member Service Representative with a proven track record at Navy Federal Credit Union, enhancing customer satisfaction through exceptional service and efficient problem resolution. Skilled in financial transactions and customer support, I significantly reduced loan approval times. Expert in banking knowledge and customer service, achieving high client retention rates. Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.

Overview

4
4
years of professional experience

Work History

Member Service Representative

Navy Federal Credit Union
11.2022 - 10.2024
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
  • Maintained high-quality service by adhering to company policies and standards in all member interactions.
  • Processed account transactions accurately, ensuring proper documentation and timely processing.
  • Reduced turnaround time for loan approvals by efficiently managing workload and prioritizing tasks.
  • Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
  • Provided tailored loan solutions that best fit clients'' needs, leading to higher client retention rates.

Customer Service Representative

Mouser Electronics Inc.
03.2021 - 05.2022
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Built relationships with customers to encourage repeat business.

Education

High School Diploma -

James Martin High School
Fort Worth, TX
07-2019

Skills

  • Customer Service
  • Financial Transactions
  • Customer Support
  • Credit Union Knowledge
  • Banking knowledge
  • Call center experience
  • Account Management
  • Product Recommendations
  • Sales strategy
  • Database Management
  • Product Sales

Timeline

Member Service Representative

Navy Federal Credit Union
11.2022 - 10.2024

Customer Service Representative

Mouser Electronics Inc.
03.2021 - 05.2022

High School Diploma -

James Martin High School
Montana Woodard