Rose Solis
Summary
Results orientated banker with 7 years experience in the multimillion-dollar banking and finance industry. Hard working and collaborative individual with increased skill at managing diverse needs in a highly competitive and ever-changing market. Ability to showcase leadership skills through proactive communication, problem-solving abilities, and commitment to professional growth within an organization.
Overview
2
2
years of professional experience
Work History
Member Advocate
Texas Trust
03.2025 - Current
- Ability to deliver exceptional customer service in person and provide accurate resources within Texas Trust for customers.
- Building client relationships through providing exceptional service.
- Resolve member issues through effective communication and problem solving.
- Collaborate with team members to enhance member experience strategies.
- Train new staff on policies, procedures, and customer service best practices.
- Evaluate service processes to identify areas for improvement and efficiency.
- Successfully and skillfully comply with policies and procedures that adhere to NCUA.
- Keep up to date knowledge of firmwide procedures regarding compliance obligations.
- Able to work efficiently with others in a collaborative environment both in office and out of office.
- Proficient in programs such as Microsoft Word, Excel, PowerPoint, OneNote, OneDrive, Teams, etc.
Member Advocate II
Texas Trust Credit Union
03.2025 - Current
- Handled customers daily in person or through remote drive up to provide ease of access to accounts
- Prepared consumer deposits, withdrawals, transfers, etc. with meticulous detail
- Managed cash amounts as well as coin in both drive up and lobby
- Made decisions and resolved issues using critical thinking skills to enhance customer experience.
- Provided accurate knowledge of features offered at Texas Trust
- Analyze and handle complex situations and create solutions to address active challenges
- Suggest Improvements to secure prompt and regular clientele at branch
Education
High School Diploma -
Arlington High School
06-2017
Skills
- Customer Service Knowledge
- Accounts Receivable
- State and Federal Compliance
- Understanding of Risk parameters
- Operations Experience
- Process improvement
- Communication Skills
- Team Building Expertise
- Conflict resolution
- Problem solving
Timeline
Member Advocate
Texas Trust
03.2025 - Current
Member Advocate II
Texas Trust Credit Union
03.2025 - Current
High School Diploma -
Arlington High School