Morgan McGuire
Cocoa,FL
Summary
Dynamic and results-oriented professional with extensive experience in customer service and transaction processing, notably at ProService Hawaii. Excelled in relationship building and member onboarding, significantly enhancing client satisfaction. Skilled in banking operations and adept at leveraging customer support skills to achieve organizational goals. Proven track record of exceeding sales and service performance targets.
Overview
14
14
years of professional experience
Work History
Payroll Service Consultant
ProService Hawaii
Honolulu, HI
11.2024 - Current
- Serves as the main point of contact for all 40+ of my small to large clients whenever they have questions or issues.
- Verifying employees' time and attendance data, ensuring accuracy and compliance with federal and state labor laws and regulations.
- Providing payroll reports to clients, issuing and distributing paychecks, or processing direct deposit payments.
- Calculating employee pay, including any deductions or withholdings, such as taxes, benefits, or garnishments.
Payroll Service Coordinator
ProService Hawaii
Honolulu, HI
01.2023 - 11.2024
- Serves as the main point of contact for all 35+ small to medium-sized clients whenever they have questions or issues.
- Verifying employees' time and attendance data, ensuring accuracy and compliance with federal and state labor laws and regulations.
- Providing payroll reports to clients, issuing and distributing paychecks, or processing direct deposit payments.
- Calculating employee pay, including any deductions or withholdings, such as taxes, benefits, or garnishments.
Member Service Representative III
Navy Federal Credit Union
Groton, CT
05.2021 - 01.2023
- Analyze, research and resolve problems and discrepancies of complex nature, related to member accounts and loans
- Assist members with submitting consumer loans, overdraft protection and credit card applications
- Counsel current and prospective members about Navy Federal’s products and services
- Ensure cash and other negotiable instruments are handled properly
- Identify opportunities to cross service products and increase product penetration
- Perform complex and difficult platform banking functions
- Understand and comply with federal and other regulations relating to financial products and services
Member Service Representative II
Navy Federal Credit Union
Groton, CT
05.2019 - 05.2021
- Analyze, research and resolve problems and discrepancies of complex nature, related to member accounts and loans
- Assist members with submitting consumer loans, overdraft protection and credit card applications
- Counsel current and prospective members about Navy Federal’s products and services
- Ensure cash and other negotiable instruments are handled properly
- Identify opportunities to cross service products and increase product penetration
- Perform complex and difficult platform banking functions
- Understand and comply with federal and other regulations relating to financial products and services
Specialist Head Teller
Charter Oak Federal Credit Union
Waterford, CT
03.2019 - 05.2019
- Perform member transactions and other clerical duties
- Occasionally perform MSR positions when needed
- Searches records to assist coworkers in location and reconciling posting errors on member accounts to verify accuracy of transactions
- Ensures all teller transactions, ATM, Recyclers and CDM machines are balanced
- Leads the teller staff in member service excellence and sales referrals
- Cross-sells credit union products
- Serves as vault teller for the Credit Union, to include ordering cash from the Federal Reserve, verifying cash received, filling teller cash orders, shipping coin and maintaining vault security
- Investigates teller losses and institutes correction workflow
- Responsible for member coin processing; machine maintenance and upkeep
Banker IV
People’s United Bank
Newington, CT
01.2018 - 02.2019
- Promptly greeted customers as soon as they walked up to the branch
- Listen attentively so I can accurately fulfill their requests
- I gave them my undivided attention while serving them
- I made sure to finish their transaction in a timely manner
- I was trained to do deposits, withdrawals, money orders, cashier checks, close accounts, open credit cards and accounts, and promote our products
- I am also trained in opening and closing the branch, servicing the ATM, and being in charge of the vault
Team Lead
Planet Fitness ECP-PF Holdings
Newington, CT
08.2016 - 07.2018
- Oversees the promotion of ECP-PF Holdings- Planet Fitness' Mission, Vision and Values while maintaining high quality customer service
- Performs info calls and tours, consistently meeting company standards
- Grows sales profit by promoting sales and signing up new members
- Assists General Manager in the interviewing, training, and development of front desk employees
- Acts as supervisor in the absence of the General Manager
- Assists in monitoring in-club inventory
- Actively promotes the Planet Fitness brand in local communities by participating in marketing events
Sales Associate
Tommy Bahama
Farmington, CT
10.2013 - 12.2017
- Genuinely greets all guests with a friendly smile and takes opportunities to inform guests of current marketing programs and upcoming events
- Assists guests in locating and selecting merchandise based on their needs and desires
- Learns, references, and shares current product knowledge with guests
- Provides prompt recommendations and professional service to enhance their shopping experience
- Participates in-store setup by designing, organizing, and replenishing merchandise displays
- Actively participates in all store-related meetings, working towards exceeding sales and service performance goals set by store management
Front Desk Associate
Planet Fitness ECP-PF Holdings
Newington, CT
01.2016 - 08.2016
- Oversees the promotion of ECP-PF Holdings- Planet Fitness' Mission, Vision and Values while maintaining high quality customer service
- Performs info calls and tours, consistently meeting company standards
- Grows sales profit by promoting sales and signing up new members
- Acts as supervisor in the absence of the General Manager
- Assists in monitoring in-club inventory
- Actively promotes the Planet Fitness brand in local communities by participating in marketing events
Sales Associate
Victoria’s Secret
Farmington, CT
11.2012 - 01.2014
- Proactively engaged with customers
- Delivered a friendly and efficient cash wrap experience, processing customer transactions accurately and efficiently
- Provided customers with the perfect bra fit by asking effective questions and taking accurate measurements
- Processed and replenished merchandise to brand standards, ensuring product was placed on the sales floor and available for purchase
- Assisted with other projects as needed including markdowns, re-tickets and the mark out of stock process
- Assisted with maintenance of back room and under stock
Seasonal Sales Associate
Pier-1 Imports
Newington, CT
11.2012 - 02.2013
- Provided outstanding customer service in a fast-paced, high-volume environment
- Engaged customers upon entry and promoted current deals and offers
- Assisted guests in locating and purchasing desired merchandise
- Performed cash register duties and answered phones
- Rearranged store setup to create visually appealing floor sets
Sales Associate
Justice
West Hartford, CT
07.2011 - 08.2012
- Engaged customers to create a positive store experience
- Explained and promoted current deals to all visiting guests
- Assisted guests in locating desired merchandise
- Demonstrated selling behaviors consistent with current selling model
- Trained to use POS system and performed cash register duties
- Reorganized entire store layout to effectively display merchandise
- Performed general upkeep of the store to maintain cleanliness
Education
Associates - General Studies
Manchester Community College
Manchester, CT05.2019
Skills
- Relationship building
- Customer support
- Transaction processing
- Member onboarding
- Banking
- Customer service
Timeline
Payroll Service Consultant
ProService Hawaii
11.2024 - Current
Payroll Service Coordinator
ProService Hawaii
01.2023 - 11.2024
Member Service Representative III
Navy Federal Credit Union
05.2021 - 01.2023
Member Service Representative II
Navy Federal Credit Union
05.2019 - 05.2021
Specialist Head Teller
Charter Oak Federal Credit Union
03.2019 - 05.2019
Banker IV
People’s United Bank
01.2018 - 02.2019
Team Lead
Planet Fitness ECP-PF Holdings
08.2016 - 07.2018
Front Desk Associate
Planet Fitness ECP-PF Holdings
01.2016 - 08.2016
Sales Associate
Tommy Bahama
10.2013 - 12.2017
Sales Associate
Victoria’s Secret
11.2012 - 01.2014
Seasonal Sales Associate
Pier-1 Imports
11.2012 - 02.2013
Sales Associate
Justice
07.2011 - 08.2012
Associates - General Studies
Manchester Community College
Similar Profiles
RIA ZANDERRIA ZANDER
Corporate Counsel, Director of Legal Operations at PROSERVICE HAWAIICorporate Counsel, Director of Legal Operations at PROSERVICE HAWAII
MICHAEL DAVISMICHAEL DAVIS
Business Development Manager at ProService HawaiiBusiness Development Manager at ProService Hawaii
Carla KatschmanCarla Katschman
General Manager at JQ Investments/ProService HawaiiGeneral Manager at JQ Investments/ProService Hawaii