Nancy Tate
Saint Charles,MO
Summary
Knowledgeable and dedicated member service professional with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with members. Motivated to maintain member satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
38
38
years of professional experience
Work History
Lead Member Experience Specialist
Alltru Federal Credit Union
11.1994 - Current
- Boosted membership retention rates through consistent follow-up and timely resolution of concerns.
- Established strong relationships with members through proactive communication efforts, building trust and loyalty over time.
- Served as an advocate for members within the organization, championing their interests during internal discussions about program development or policy changes.
- Provided ongoing support to members by promptly answering inquiries and offering tailored assistance when needed.
- Educated members about available resources and benefits associated with their memberships, including new accounts, CD's, IRA's, fraud disputes, all areas of service.
Loan Officer
Gateway Federal Credit Union
08.1986 - 11.1994
* Assisted members and was the top loan officer for 2 years
* Collaborated with the Manager to find the best way to serve our member base
Education
Associate of Business Administration - Business
Sanford Brown
Des Peres, MO08.1986
Skills
- Customer Service
- Sales strategy
- Complaint Handling
- Issue Resolution
- Product Sales
- Service Upselling
- Teamwork and Collaboration
- Calm and Professional Under Pressure
- Computer Skills
- Understanding Customer Needs
- Relationship Building
- Problem Resolution
- team building
Timeline
Lead Member Experience Specialist
Alltru Federal Credit Union
11.1994 - Current
Loan Officer
Gateway Federal Credit Union
08.1986 - 11.1994
Associate of Business Administration - Business
Sanford Brown
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