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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
Staff education and training
Complaint resolution
Key stakeholder relationship building
Service standard compliance
Recordkeeping strengths
Sales expertise
Money handling abilities
Report preparation
Software
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