NATHALIE VILLANUEVA
Santa Ana,CA
Summary
Member Service Representative who equips our Team with the necessary skills to become Trusted Advisors and better serve our Members with World Class Personal Service.
Overview
6
6
years of professional experience
Work History
MEMBER SERVICE REPRESENTATIVE IV
SCHOOLSFIRST FCU
04.2023 - Current
- Assist Management with providing guidance to the Team to ensure both audit and organization service guidelines are being met
- Review branch suspense accounts and ensure they are balanced
- Identify areas of opportunity, as well as create and execute development plans for Teammembers
- Onboard and coach new Teammembers
- Create developmental programs that will guide our Teammembers into becoming Trusted Advisors that will better deliver World Class Personal Service to our Members
MEMBER SERVICE REPRESENTATIVE III
SCHOOLSFIRST FCU
07.2020 - 04.2023
- Identified areas of opportunity, as well as create and execute development plans for Teammembers
- Worked with management to identify barriers to productivity by observing the way Teammembers handle specific issue types and or interact with system tools
- Create developmental programs that will guide our Teammembers into becoming Trusted Advisors that will better deliver World Class Personal Service to our Members
- Advocacy Committee Teammember.
MEMBER SERVICE REPRESENTATIVE II
SCHOOLSFIRST FCU
03.2019 - 07.2020
- Processed New Memberships, consumer loan requests, and other services
MEMBER SERVICE REPRESENTATIVE I
SCHOOLSFIRST FCU
08.2018 - 02.2019
- Gained knowledge in our products and services
Education
Liberal Arts
Golden West College
Huntington Beach, CASkills
- Time management
- Branch scheduling
- Detail-oriented
- Problem-solving
- Active listening
- Team collaboration
- 5 Behaviors of Service
- Notary Public
- Member Advocate
Accomplishments
- 2022 DTC Teammember Award
- 2020 Club 33 Recipient
- CSS Certified
Timeline
MEMBER SERVICE REPRESENTATIVE IV
SCHOOLSFIRST FCU
04.2023 - Current
MEMBER SERVICE REPRESENTATIVE III
SCHOOLSFIRST FCU
07.2020 - 04.2023
MEMBER SERVICE REPRESENTATIVE II
SCHOOLSFIRST FCU
03.2019 - 07.2020
MEMBER SERVICE REPRESENTATIVE I
SCHOOLSFIRST FCU
08.2018 - 02.2019
Liberal Arts
Golden West College
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