Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Olga Whitcomb

Killeen,TX

Summary

Resourceful Member Service Representative known for high productivity and efficient task completion. Specialize in customer service, problem-solving, and communication skills. Excel in interpersonal interactions, adaptability, and conflict resolution to enhance member satisfaction and loyalty. Committed to a lifelong learning and personal development.

Overview

8
8
years of professional experience

Work History

Member Service Representative

Navy Federal Credit Union
Copperas Cove , TX
07.2022 - Current
  • Financial Education Presentation Specialist.
  • Member Appointment Services Champion (Coconut Platform Leader)
  • Demonstrates strong independent work ethic and ability to build and maintain cross functional relationships
  • Member Education and Outreach Leader: Tracked customer feedback through surveys or other methods to identify trends or areas of improvement.
  • Serves in the capacity of a universal Member Service Representative by seamlessly transitioning between cash, platform, and/or other functions.
  • Serves as a valuable resource for different areas of the credit union, contributing to member service objectives and initiatives.
  • Maintains an advanced awareness of security risks in the areas of member identification, membership eligibility, and confidentiality.
  • Ensured compliance with applicable federal and state laws, rules, regulations, and Navy Federal policies and procedures.
  • Enhances member relationships by providing excellent service during each interaction.

Relationship Banker

Extraco Banks
12.2021 - 07.2022
  • Warmly and attentively greeted customers, efficiently directing them to appropriate departments or Relationship Bankers.
  • Quickly learning new products, services, and procedures to ensure customers are informed about the latest technology and alternative communication channels on mobile banking platforms.
  • Built Relationships with all customer/ business clients during branch visits and conducted Financial Needs Assessments while cross-selling tailored products based on their needs and banking preferences.
  • Aided customers with the setup of various new products, such as checking accounts, credit cards, and loans.
  • Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
  • Arranged meetings between clients and bank representatives for the purpose of discussing personal/business banking requirements including insurance, investments, and mortgage loans.

Assistant Branch Manager

First National Bank Texas
06.2019 - 12.2021
  • Ensured compliance in policies and procedures, operational standards, check negotiation practices, security, and daily safety procedures
  • Demonstrated strong independent work ethic and ability to build and maintain cross functional relationships
  • Possess strong written and verbal communication skills, capable of delivering effective presentations to diverse audiences, including senior management.
  • Identified efficiencies, problem areas, and potential improvements to support key business goals.
  • Strong knowledge in Banking regulations such as Bank Secrecy Act (BSA), Anti-Money Laundering, Bank Information Security Program, Reg E, Reg CC and Reg D
  • Provided swift and successful conflict resolution in daily customer service interactions, ensuring customer satisfaction.
  • Efficiently operated a Commercial Vault and ATM, while placing bi-weekly cash orders and monitoring our cash average. Additionally, conducted teller drawer audits to ensure accuracy in transactions.
  • Coordinated weekly Business Development visits and engaged in community involvement such as upcoming volunteering events and Chambers of Commerce Events.
  • Managed monthly duties related to informing tellers of any recent operational changes, such as updates to service fees or cashback limits.
  • Aided Branch Manager by providing training on identifying fraudulent items and discrepancies in daily negotiated accounts and checks, resulting in significant savings for the company.
  • Prepared monthly reports on branch activity metrics such as number of accounts opened and closed.
  • Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.

Teacher Assistant

Lead Educational School District 113
08.2016 - 11.2018
  • Provided instructional support to teachers in accordance with established curriculum guidelines.
  • Oversaw group sessions dedicated to offering age-appropriate educational experiences
  • Maintained consistent and effective communication with parents to support children's development
  • Performed daily data entry tasks, including lesson planning and weekly management of children's files, medical records, progress reports.
  • Observed, recorded, and reported any significant behavior as required by the school policies.
  • Excellent communication skills with children, parents, and staff members
  • Prepared and implemented collaborative lesson plans with co-teachers to ensure children's progress and success.
  • Led small group instruction sessions for targeted students.
  • Ensured adherence to classroom expectations and schedule to optimize learning opportunities.
  • Produced individualized, interactive lesson plans catered to specific lessons
  • Developed inclusive curriculum to address unique needs of every student.
  • Fostered an atmosphere that encourages creativity and respect for diversity.

Education

AA in Early Childhood Education -

South Puget Sound Community College
10.2018

High school Diploma -

Yelm High School
Yelm
12.2013

Skills

  • Customer Service Experience
  • Relationship Building
  • Strategic Planning
  • Project Management
  • Adaptability
  • Lifelong learning
  • Personal development

References

Available upon request.

Timeline

Member Service Representative

Navy Federal Credit Union
07.2022 - Current

Relationship Banker

Extraco Banks
12.2021 - 07.2022

Assistant Branch Manager

First National Bank Texas
06.2019 - 12.2021

Teacher Assistant

Lead Educational School District 113
08.2016 - 11.2018

AA in Early Childhood Education -

South Puget Sound Community College

High school Diploma -

Yelm High School

Similar Profiles

CREATE PROFILE
Olga Whitcomb