Patrice Williams
Fultondale,AL
Summary
Personable MSR offering 30 plus years of experience resolving account and service concerns for members. Smoothly uncovers and solves challenges while promoting America's First Federal Credit Union products and maintaining loyal, satisfied members. Focused on surpassing expectations and driving team success. Member Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances member experiences by employing service-oriented behaviors, understanding member desires and providing customized solutions to build loyalty.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Member Service Representative I
America's First Federal Credit Union
01.2022 - Current
- Helped large volume of members every day with positive attitude and focus on members satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Educated and engaged customers with new credit union products and services.
- Responded to member calls and emails to answer questions about products and services.
- Opened member accounts and provided deposit and withdrawal receipts.
- Resolved member issues through thorough dispute investigation.
- Monitored cash drawers in multiple stations and maintained adequate cash supply and balance at the end of the day.
Universal Banker III
First Horizon Bank
01.2018 - 12.2021
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Opened, closed, and updated accounts for customers.
- Balanced teller drawer, ATM cash and ordered cash fot the vault.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Generated reports and analysis of customer data to identify trends and potential business opportunities.
Call Center Personal Banker II
Wells Fargo, NA
03.2010 - 01.2018
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Increased daily sales by 90% by upselling banking products and financial services to customers.
- Verified customer identity and reviewed documentation for accuracy.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Explained account terms and conditions to customers.
Personal Banking Specialist III
Synovus Bank (First Commercial Bank)
05.2002 - 03.2010
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Education
Associate of Arts - Business Administration
Southern Institute
Birmingham, ALNo Degree - Business Management
Faulkner University
Birmingham, ALSkills
- Customer Data Confidentiality
- Client Interactions
- Credit Card Applications
- Complex Product Knowledge
Certification
- Certified Notary, AmFirst - For the State of Alabama
Timeline
Member Service Representative I
America's First Federal Credit Union
01.2022 - Current
Universal Banker III
First Horizon Bank
01.2018 - 12.2021
Call Center Personal Banker II
Wells Fargo, NA
03.2010 - 01.2018
Personal Banking Specialist III
Synovus Bank (First Commercial Bank)
05.2002 - 03.2010
Associate of Arts - Business Administration
Southern Institute
No Degree - Business Management
Faulkner University
- Certified Notary, AmFirst - For the State of Alabama
Similar Profiles
Derrick SmithDerrick Smith
Member Service Representative III at America's Credit UnionMember Service Representative III at America's Credit Union
Miranda PerezMiranda Perez
Teller at America's Credit UnionTeller at America's Credit Union
Carmel H. Elizardo Jr.Carmel H. Elizardo Jr.
Property Manager (CPM) at Credit Human Federal Credit UnionProperty Manager (CPM) at Credit Human Federal Credit Union