Morgan Smith
Marshalltown,IA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
13
13
years of professional experience
Work History
Member Service Representative
Members 1st Community Credit Union
Marshalltown, Iowa
08.2023 - Current
- 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.
- Contributed to branch sales goals by effectively cross-selling credit union products and services.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Server
Perkins Restaurant & Bakery
Marshalltown, IA
02.2011 - Current
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Cultivated warm relationships with regular customers.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
Personal Banker
Wells Fargo
Ottumwa, IA
01.2021 - 07.2021
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Fraud Specialist
Community 1st Credit Union
Ottumwa, IA
09.2020 - 12.2020
- Processed debit card disputes, ACH and check fraud in an efficient, timely manner.
- Processed chargebacks and representment documentation via Shazam.
- Established and maintained positive working relationships with external law enforcement agencies to support fraud investigations.
- Mitigated financial losses by promptly identifying and resolving cases of fraud.
Education
Practical Nursing Diploma - Nursing
Iowa Valley Community College - Marshalltown Community College
Marshalltown, IASkills
- Financial Documentation
- Strong Research Skills
- Dispute Tracking
- Banking Operations Knowledge
- Customer Service
Timeline
Member Service Representative
Members 1st Community Credit Union
08.2023 - Current
Personal Banker
Wells Fargo
01.2021 - 07.2021
Fraud Specialist
Community 1st Credit Union
09.2020 - 12.2020
Server
Perkins Restaurant & Bakery
02.2011 - Current
Practical Nursing Diploma - Nursing
Iowa Valley Community College - Marshalltown Community College