Robert Rickey
St Louis,MO
Summary
Dedicated and personable Client Relationship Consultant with 5 years of experience in cultivating client relationships through their financial institution. Skilled in resolving member inquiries, processing transactions, and promoting products and services to enhance member satisfaction and loyalty. Proficient in utilizing various software systems and maintaining accurate records of client account balance sheets. Strong understanding of consumer loans and processing credit applications for vehicles, home equities, and unsecured debt.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant
U.S. Bank
09.2024 - Current
- Fostered client relationships through multiple channels and built trust by addressing financial needs.
- Collaborated with teams to define, strategize, and implement marketing and web strategies.
- Evaluated customer needs and feedback to drive product and service improvements.
- Completed high volume of service requests received by clients through mobile appointments, phone calls, and walk-ins.
Member Service Representative
Citizens' Equity First Credit Union (CEFCU)
07.2019 - 09.2024
- Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
- Achieved sales goals set by consumer marketing campaigns.
- Resolved debit and credit card disputes through in depth account analysis.
- Protected members' financial well being by fulfilling fraud prevention cases.
Education
Bachelor's of Social Work (BSW) - Social Work
University of Illinois Springfield
Springfield, IL07-2024
Skills
- Client Consulting
- Consumer Lending
- Small Business Banking
- Microsoft Word, Excel, & Outlook
- Community Outreach
- Credit Analysis
- Quality assurance
- Mobile device management
- Problem-solving
Certification
Nationwide Mortgage Licensing System (NMLS) January 2021
NMLS # 2343904
IL Notary Public State of IL January 2021
Accomplishments
Upsale Leader Ken Anderson, VP Member Operations February 2024
Received on Multiple occasions for leading member center sales.
CUNA Rewards Ken Anderson, VP Member Operations April 2023
Received for selling >100k combined disability/life insurances for loans.
Timeline
Client Relationship Consultant
U.S. Bank
09.2024 - Current
Member Service Representative
Citizens' Equity First Credit Union (CEFCU)
07.2019 - 09.2024
Nationwide Mortgage Licensing System (NMLS) January 2021
NMLS # 2343904
IL Notary Public State of IL January 2021
Bachelor's of Social Work (BSW) - Social Work
University of Illinois Springfield
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