Morgan Kerby
Vail,AZ
Summary
Personable and dedicated Member Service Representative with extensive experience in the banking industry. Solid team player with an upbeat, positive attitude, and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Member Service Representative
Hughes Federal Credit Union
Tucson, AZ
10.2022 - Current
- Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
- Train and mentor new employees on daily operations, member service protocols, and compliance procedures.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Recommended improvements in products, services, and billing methods to management to prevent future problems.
- Reviewed title documents prior to closing in order to ensure accuracy.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted colleagues with tasks as needed during peak times of activity.
- Managed sensitive documentation, including notarizing contracts and affidavits.
Insurance Service Representative
GEICO, Government Employees Insurance
Tucson, AZ
07.2020 - 09.2022
- Used assumptive sales techniques to efficiently close and process sales.
- Analyzed customer needs and financial situations to customize insurance policies for individual necessity.
- Asked probing questions and offered solutions to resolve customer issues.
- Maintained pleasant and cordial attitude, remaining calm when any issues occur.
- Engaged customers and provided high level of service by carefully explaining details about their coverages.
- Investigated insurance policies to determine claim eligibility and processed files in accordance with instructions.
Server
Roadhouse Cinemas
Tucson, AZ
12.2015 - 06.2020
- Communicated with hosts, bussers and kitchen staff to prepare for and serve customers.
- Provided exceptional service to high volume of daily customers.
- Maintained accuracy while handling payments, giving change and printing receipts for customers.
- Addressed concerns quickly to improve customer experience and escalated issues to management for resolution when necessary.
- Checked with customers to determine satisfaction with meals, promptly taking action to correct problems.
- Handled money transactions accurately while following company procedures for handling cash payments.
Education
High School Diploma -
Sahuaro High School
Tucson, AZ05.2016
Skills
- Time Management
- Organizing and Prioritizing Work
- Active Listening
- Customer Service
- Teamwork and Collaboration
- Communication
- Transaction accuracy
- Document processing
- Multitasking
Accomplishments
- Chosen to serve as a trainer for new hires to provide guidance, training, and support during their process to help ensure they are successful.
- Promoted to Member Service Rep III after demonstrating advanced knowledge of credit union products and policies, leadership, and strong member service skills.
Certification
- Notary Public - State of Arizona. Commissioned through 2027.
References
References available upon request.
Timeline
Member Service Representative
Hughes Federal Credit Union
10.2022 - Current
Insurance Service Representative
GEICO, Government Employees Insurance
07.2020 - 09.2022
Server
Roadhouse Cinemas
12.2015 - 06.2020
High School Diploma -
Sahuaro High School
Similar Profiles
Sierra GilmoreSierra Gilmore
Teller I at Hughes Federal Credit UnionTeller I at Hughes Federal Credit Union
Brittany PearseBrittany Pearse
Project Manager at Hughes Federal Credit UnionProject Manager at Hughes Federal Credit Union
Jason McPheeJason McPhee
Assistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit UnionAssistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit Union
Logan BonhorstLogan Bonhorst
Intern at Sundt ConstructionIntern at Sundt Construction
HANNAH CORRALESHANNAH CORRALES
Culinary Arts Teacher at Mica Mountain High SchoolCulinary Arts Teacher at Mica Mountain High School