Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
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Reginald Bryant, Jr.

Financial Services Representative
San Francisco,CA

Summary



Extremely personable team player with experience resolving account and service concerns for customers. Smoothly uncovers and solves challenges while promoting company products and maintaining loyal, satisfied customers. Focused on surpassing expectations and driving team success.

Overview

14
14
years of professional experience
1
1
year of post-secondary education
3
3
Certifications

Work History

Senior Member Service Specialist

Golden 1 Credit Union
San Francisco, CA
03.2020 - 12.2021
  • Awarded "Employee of the Month" four out of eight eligible months
  • Consistently led in cross-selling product, including mortgage referrals for both branch and market area
  • Successfully operated as interim Assistant Branch Manager when called upon
  • Founding member of the Employee Engagement Committee
  • Handled account creation, maintained updated knowledge of internal processes and industry best practices to optimize service delivery
  • Contributed collaboratively to overall team success in an innovative pilot branch

Personal Account Officer

Provident Credit Union
San Francisco, CA
08.2018 - 02.2020
  • Assisted members with all banking and lending needs
  • Recognized by CEO for fraud prevention efforts
  • Promoted three levels in less than ten months
  • Exceeded goals through effective task prioritization and great work ethic

Accounts Receivable Specialist

Stuart Dean Company
San Francisco, CA
01.2018 - 07.2018
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options

Sales Associate

Home Depot
Union City, CA
03.2017 - 11.2017
  • Engaged with customers to build rapport and loyalty
  • Worked with high value customers at the Pro Services support desk

Crew Member/Team Leader

Trader Joe's
Palo Alto, CA
02.2012 - 06.2017
  • Supervised team members and oversaw effective and efficient completion of job duties
  • Two time recipient of the enhanced annual raise award
  • Offered friendly and efficient service to customers, handled challenging situations with ease at one of the top stores in the region

Parent Liaison/Program Leader

San Francisco Unified School District, Glen Park
San Francisco, CA
08.2007 - 02.2012
  • Customized instructional plans and educational approaches to enhance student learning for "at risk" youth
  • Conducted case management
  • Led after school programs

Education

Associate of Arts - Child Development

City College of San Francisco
San Francisco, CA
08.2004 - 06.2005

Skills

    Account management

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Software

Microsoft Office

Quickbooks

Payroll/Accounts Payable Systems

Loans PQ/Bridger

Certification

AmeriCorps

Timeline

National and California Safe MLO

02-2022

Senior Member Service Specialist

Golden 1 Credit Union
03.2020 - 12.2021

Nationwide Multistate Licensing System (NMLS)

01-2020

Personal Account Officer

Provident Credit Union
08.2018 - 02.2020

Accounts Receivable Specialist

Stuart Dean Company
01.2018 - 07.2018

Sales Associate

Home Depot
03.2017 - 11.2017

Crew Member/Team Leader

Trader Joe's
02.2012 - 06.2017

Parent Liaison/Program Leader

San Francisco Unified School District, Glen Park
08.2007 - 02.2012

AmeriCorps

06-2006

Associate of Arts - Child Development

City College of San Francisco
08.2004 - 06.2005

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Reginald Bryant, Jr.Financial Services Representative