Rachael Mello
Denver,CO
Summary
Results-driven professional with over five years in member service and account management. Skilled in effective communication and conflict resolution, consistently exceeding performance targets while supporting team morale and development. Constantly seeking opportunities for growth and development and feedback. Relationship-focused and people-oriented.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Member Service Representative
Ent Credit Union
Denver, Colorado
09.2023 - Current
- Accountable for meeting member needs through maintaining a strong knowledge of products and services available to members, regularly providing referrals to such products and services in all areas including, but not limited to lending, investments, electronic banking, wealth management, and business banking.
- Providing quality member service through accurate and professional face to face member transactions to include new member account creation, account file and card file maintenance, and basic Service Center Control Manual procedures.
- Achieve and exceed personal and company production targets consistently
- Keep team morale up and always encourage developing my team.
- Took ownership of VTO initiative for my area to get everyone utilizing volunteer time together as a whole.
- collaborate and foster positive relationships with internal/external partners to contribute to team goals and resolve conflicts effectively and professionally through open communication, respect, and inclusivity
- demonstrate initiative to support team and serve as resource daily but especially in absence of leadership.
- Facilitate SCCM Tasks (System Center Configuration Manager).
- Notary
- Business Consultant
Consultant
Canvas Credit Union
Denver , co
01.2020 - 09.2023
- Analyzed member needs to provide tailored financial solutions.
- Engaged with members to enhance customer satisfaction and loyalty.
- Executed transactions and opened new accounts for clients.
Facilitated business account setup and processed loan applications.
Managed loan closings to ensure timely completions. - Managed vault operations as sole authorized personnel, balancing cash daily and procuring funds for center.
- Provided notary services for document verification
Member Service Representative
Denver Community Credit Union
Denver, CO
01.2018 - 01.2020
- Assisted members with account inquiries and transaction processing efficiently.
- Resolved member issues through effective communication and problem-solving skills.
- Educated members on financial products and services available at credit union.
- Processed loan applications, ensuring accuracy in member information verification.
- Collaborated with team members to enhance service delivery and member satisfaction.
- Trained new staff on customer service protocols and operational procedures.
- Provided notary services for legal documents, ensuring proper execution and compliance.
Education
Associate of Arts - Business
Community College Or Aurora
Aurora, CO05-2019
Skills
- Account management and financial advising
- Customer relationship management
- Transaction and loan processing
- Product knowledge
- Problem solving and conflict resolution
- Team collaboration
- Initiative and training development
- Effective communication
- Relationship building
- Volunteer coordination
Certification
- Notary
Timeline
Senior Member Service Representative
Ent Credit Union
09.2023 - Current
Consultant
Canvas Credit Union
01.2020 - 09.2023
Member Service Representative
Denver Community Credit Union
01.2018 - 01.2020
Associate of Arts - Business
Community College Or Aurora