Dedicated member service professional with over 6 years of experience in the financial services industry. Detail-oriented and skilled in cultivating strong member relationships and enhancing customer satisfaction. Proven adaptability in fast-paced environments, effectively addressing member needs and resolving issues promptly.
Overview
8
8
years of professional experience
Work History
Member Consultant
Affinity Plus Federal Credit Union
Bemidji, MN
03.2024 - Current
Assist members with deposits, withdrawals, transfers, and other banking transactions.
Open new member accounts efficiently
Process loan applications and conduct credit assessments.
Cultivate strong member relationships, increasing retention and loyalty.
Identify member needs by asking questions and advising on best solutions.
Address member concerns and resolve issues promptly, ensuring positive experiences.
Cross-sell additional products and services to existing members.
Manage time effectively while multitasking in high-pressure situations.
Order supplies for Branch
Learning Champion
Member Service Representative II
Trustar Federal Credit Union
Bemidji, Minnesota
10.2018 - 03.2024
Facilitated member transactions including deposits, withdrawals, and transfers to ensure a smooth banking experience.
Opened Member/Business Accounts efficiently
Conducted member conversations to identify needs, resolve issues, and clarify product offerings, enhancing customer satisfaction.
Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
Responded to incoming inquiries, providing accurate information and support to improve member experience.
Managed time effectively while multitasking in high-pressure situations