Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently. Maintained cleanliness and presentation of member service area and marketing information. Assisted members with account problems.
Overview
6
6
years of professional experience
Work History
Member Service Representative
Altra Credit Union
Tyler, Texas
07.2022 - 08.2024
Assist members with establishing Online Banking, Mobile Banking, Bill Pay, E-Statements, and navigating the Altra website.
Assist members with questions regarding their checking and savings accounts.
Assist members with the kiosks, lobby computers, ATM, or SAM-e®
Issue new and existing debit cards
Print debit cards and gift cards
Trouble shoot debit card machine issues that may arise
Change debit card machine film
Open, maintain and close safe deposit boxes
Sort office mail
Notarize documents for members
Research and assist any problems members may have
Complete GL and member transactions
Member Service Representative
Navy Federal Credit Union
Plano, Texas
01.2019 - 06.2022
Analyze, research and resolve problems and discrepancies related to member accounts/loans
Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications
Counsel current and prospective members about Navy Federal's products and services
Ensure cash and other negotiable instruments are handled properly
Identify opportunities to cross service products and increase product penetration
Perform platform banking functions
Assist level I team members
Understand and comply with federal and other regulations relating to financial products and services
May assist with Branch Office vault opening, closing and balancing procedures
May serve as a Branch Office and/or ATM vault custodian
Perform other duties as assigned