Resourceful Member Advisor known for high productivity and efficient task completion. Excel in customer relationship management, financial advising, and conflict resolution. Thrive using empathy, communication skills, and problem-solving abilities to enhance member satisfaction and retention.
Overview
13
13
years of professional experience
Work History
Member Advisor
Firefighters First Credit Union
Pasadena, CA
04.2025 - Current
Monitored banking activities for suspicious activity or fraud according to compliance regulations.
Resolved discrepancies between customer balances and bank records quickly and efficiently.
Assisted with account opening processes by verifying information, collecting required documents, and entering data into the system.
Provided guidance to members on how to access and use credit union services, products, and resources.
Educated members about available services including loans, mortgages, investments and insurance.
Actively promoted new products and services by providing detailed information upon request.
Analyzed customer needs and recommended appropriate financial solutions.
Contact Center Team Lead
SSFCU
01.2023 - 02.2024
Skill set in managing agents on calls and assist with questions/needs.
Working hand in hand with other leaders in management to support teams.
Participated in special projects that align with the credit union and its success.
Scheduling and assisting agents in coaching and benefits that will help themselves grow.
Creating learning pathways for agents and focusing on the strengths and where those opportunities can enhance their overall status within the company.
Contact Center Representative
SSFCU
08.2021 - 02.2024
Customer service and accounts management.
Assisting members with daily transactional and financial needs.
I am part of the sales team and assist members with additional options that may service member needs.
I am friendly and well-spoken and enjoy assisting members in any way.
Customer Service, Data Analyst, and Accounts Management
Mallory Metal Products
09.2019 - 12.2020
Communicating with customers, and clients on orders.
Detailing orders for production processes.
Managed an internal database with sensitive information.
Experience in accounts payable and receivables.
Ability to maintain general ledgers, meticulous organizational skills with attention to details.
Domestic Transportation Analyst Assistant
Honda
02.2019 - 08.2019
Dispatching, managing budgets, accounts payable, audits, and analyzing critical data.
Worked directly with Top 15 Critical suppliers of Honda daily and manage shipments from Hubs to Part Centers, Part centers to Suppliers, and Suppliers to dealerships.
Customer Service Representative
Neff Co.
08.2017 - 02.2019
Assisting students, faculty, parents, and sales associates place orders while managing $65,000 accounts.
Customer Sales Representative
Alorica
12.2016 - 05.2018
Exceeding Monthly Goals and participating in multiple projects.
Tutor
08.2016 - 03.2017
I tutored in English and Language Arts for grades 2nd- 5th grade consisting of scheduled focused plans on current academia learned within their skill sets.
Focusing on strengths and weaknesses to enhance learning.
Head Stylist and Jean Expert, Aerie Captain
American Eagle Outfitters
08.2013 - 11.2016
Managed over some associates and dictated where and what they'd be doing that day.
Helped customers find that everyday look, made over $5,000 in transactions daily, set the bar higher each day in credit card and reward applications to customers.
Community Liaison
Victoria Home Health
10.2015 - 06.2016
Travelled hospital to hospital to health care facilities looking for potential candidates in need of home health.
I was a community liaison.
Bringing in about 1 to 2 patients in weekly.
Color Guard Director
Burges High School
El Paso, TX
08.2013 - 12.2015
Created original choreography for performances.
Motivated team members to perform at their highest levels during competitions.
Taught basic flag technique including spinning, tosses, rolls, and catches.
Collaborated with band directors to plan halftime shows for football games.
Customer Service
Discount Pool Supplies
06.2013 - 09.2015
Helped in restocking, organizing, and water testing.
Waiting customers with what they needed, cleared lines faster, managed over $3000 in daily transactions and helped customers carry out their supplies to their car.
Sales Associate
Spirit Halloween
09.2013 - 11.2013
Helped customers find that perfect costume for the year, helped in catching customers who were stealing costumes from the company, made on average of $1000 in costumes and accessories in just a 4-hour shift.
Color Guard Director
09.2012 - 12.2012
As a Color Guard Director, I am the instructor and choreographer of the flag team.
I choreograph their work, and practice long and hard with each of them during the week and weekends.
Education
BA - Health and Wellness
Ashford University
San Diego, CA
01.2020
High School -
Franklin High School
El Paso, TX
12.2012
Skills
Microsoft Word
Excel
PowerPoint
Access
as400
Budget audits
Sage Peachtree
Credit card approvals
Customer service
Customer sales
Medical terminology
Power team building
Dispatching
Critical thinking
Leadership
References
Karina Vega, SSFCU, 915-479-7441
Renee Rivera, 915-487-8378, rjking88@icloud.com
Nathan Deal, American Honda Supervisor, 937-308-1792, Nathan_deal@ahm.honda.com
Angela O’Donnell, Neffco, 937-417-7423
Timeline
Member Advisor
Firefighters First Credit Union
04.2025 - Current
Contact Center Team Lead
SSFCU
01.2023 - 02.2024
Contact Center Representative
SSFCU
08.2021 - 02.2024
Customer Service, Data Analyst, and Accounts Management
Financial Services Representative at Alliance C.U/St. Louis Firefighters Credit UnionFinancial Services Representative at Alliance C.U/St. Louis Firefighters Credit Union