Highly motivated and enthusiastic candidate who has a passion for creating a memorable experience for members. Extensive proficiency in customer service and cash handling at money lending institutes. Strong knowledge of banking services and products. Reliable and honest professional who is goal driven while focusing on efficiency and accuracy of error-free transactions.
Overview
10
10
years of professional experience
Work History
Member Service Representative
Mountain America Federal Credit Union
06.2022 - Current
Delivers world face-to-face service to members requesting account assistance
Provides consultative services to members regarding credit union products and services or refers member to appropriate team member to asses member's needs, address their concerns and gain agreement
Processes member transaction efficiently and accurately with personal care. Contributes to departmental goals by processing high volume with sense of urgency
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to specific job duties.
Represents credit union in a professional manner, both in dress and in actions
Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions
Resolve problems by clarifying member complaints, determining cause of problem, providing best solutions to resolve problems, expediting correction or adjustment, and following up to ensure resolution
Responds to email/voicemail/missed calls/other communication in a timely manner
Educates and engages customers with new bank products and services.
Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
Uses judgement to place appropriate check holds and issue fee reversals
Assists fraud victims by processing fraud disputes
Accurately and efficiently processes transactions in accordance with established policies and procedures
Assists in opening and closing procedures of the branch
Responsible for Branch Security which includes vault combinations, security codes, and member information.
Deli Clerk
Smiths Grocery
01.2021 - 06.2022
Greeted customers at counter to fulfill requests and answer questions.
Listened to customer requests and suggested additional menu items as appropriate to upsell products.
Delivered exemplary customer service to guests, even in peak business periods to promote retention.
Responded to telephone inquiries regarding available products and services and helped customers make appropriate choices.
Operated cash register to manage cash and credit card transactions, providing receipts for proof of transaction.
Delivery Driver
Pizza Hut
01.2020 - 01.2021
Maintained upbeat, positive attitude in busy, customer-focused environment.
Completed on-time deliveries by choosing best and most efficient routes.
Completed rush deliveries on tight timetables to satisfy customer needs.
Read maps, followed oral, and written instructions and used GPS technology to make deliveries.
Instructional Assistant
Moreno Valley Unified School District
01.2014 - 01.2020
Provided support during classes, group lessons, and classroom activities.
Provided support to help students with special needs learn and grow.
Collaborated with other instructional assistants and teachers to provide comprehensive support to students and deliver instruction aligned with curriculum standards.
Education
Accounting And Business Management
Crafton Hills College
Yucaipa, CA
Diploma -
March Mountain High School
Moreno Valley, CA
2013
Skills
Strong Sense of Banking Ethics
Accurate Money Handling
Rapid 10-Key Data Entry
Cash Handling Expertise
Night and Safe Deposit Procedures
MS Office Proficiency
Highly organized and pays great attention to detail
Excellent communication skills, both verbal and written
Fast learner and easily adaptable
Positive Attitude
Creative thinker
Timeline
Member Service Representative
Mountain America Federal Credit Union
06.2022 - Current
Deli Clerk
Smiths Grocery
01.2021 - 06.2022
Delivery Driver
Pizza Hut
01.2020 - 01.2021
Instructional Assistant
Moreno Valley Unified School District
01.2014 - 01.2020
Accounting And Business Management
Crafton Hills College
Diploma -
March Mountain High School
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MARGARET MATHISMARGARET MATHIS
Director, Talent Acquisition at Mountain America Federal Credit UnionDirector, Talent Acquisition at Mountain America Federal Credit Union