Summary
Overview
Work History
Education
Skills
Timeline
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Rukshani Perera

Solemint,CA

Summary

Hardworking employee enthusiastic about learning and taking over a new role. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities.

Overview

18
18
years of professional experience

Work History

Real Estate Servicer III

Logix, FCU
07.2019 - Current
  • Maintained high member satisfaction standards when solving member issues.
  • Confirmed excellent member service by quickly resolving member concerns.
  • Processed client payments and updated accounts.
  • Supported member satisfaction through regular follow-up and communication.
  • Kept detailed records of customer interactions for optimal traceability.
  • Collaborated with other departments to address member needs and service requests.
  • Trained new employees on handling member issues, and organizing strategies.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.

Financial Service Representative (FSR)

Logix FCU
01.2016 - 07.2019
  • Delivered exceptional customer service to every customer by leveraging knowledge of products and services and creating welcoming, positive experiences.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Maintained clean and orderly lobby area.
  • Provided information about company products and services, and capitalized on upsell opportunities.
  • Answered and assisted member questions and concerns
  • Assisted members with online banking set up/ Direct Deposit information or adding extra shares
  • Provided Basic account opening or loan information
  • Scheduled appointments for members to complete financial needs
  • Followed Member Experience protocols & maintained higher audit scores.
  • Made 14 day new membership calls & addressed new member concerns/issues.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.

Teller

Logix Federal Credit Union
01.2014 - 01.2016
  • Provided excellent Member service and processed customer transactions promptly, minimizing wait times.
  • Assisted members with account transactions including Large deposits, cash or check withdrawals, transfers between shares or accounts
  • Assisted members with Wire transfers and accepted Wire forms
  • Issued Official or Cashier's checks
  • Operated a Cash drawer, balanced cash and reconciled checks at the end of day
  • Maintained Great Balancing skills
  • Explained and recommended additional products and services
  • Issued Debit /Credit cards
  • Educated customers on use of banking website and mobile apps.
  • Increased member satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
  • Assisted teller line with Branch Balancing procedures
  • Handled member requests and complaints in a timely, effective and efficient manner.


Banker

Bank Leumi, USA
01.2011 - 01.2014
  • Developed member relationship by providing high quality Customer Service
  • Opened New accounts – Personal/Trust/Business
  • Handled various accounting transactions.
  • Balanced teller drawers and ATM cash.
  • Vault Custodian
  • Issued Cashier's checks
  • Assisted customers with Wire transactions
  • Assisted with Branch opening and closing procedures
  • Listened, understood and analyzed member financial needs to recommend the right products and/or services.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Established rapport with new clients to increase satisfaction and loyalty.

Teller II

Kinecta Federal Credit union
01.2007 - 01.2011
  • Maintained friendly and professional customer interactions.
  • Ordered Debit or ATM cards for members
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Executed wire transfers, stop payments and account transfers.
  • Assisted manager with employee training, product knowledge and coverage at other branches when needed.
  • Explained benefits and recommended additional products and services to members
  • Vault Custodian
  • Processed deposits and balanced ATMs.
  • Identified sales opportunities and referred customers to branch partners in financial services.

Education

Associate Degree in Computer Applications & Office Technologies -

Los Angeles Pierce College
Woodland Hills, CA
01.2007

High School Degree -

International College
01.1998

Skills

  • Attention to Detail
  • Staff education and training
  • Workflow Management
  • Client Relationship Building
  • Complaint Handling
  • Clerical Support
  • Customer Service
  • Data Entry

Timeline

Real Estate Servicer III

Logix, FCU
07.2019 - Current

Financial Service Representative (FSR)

Logix FCU
01.2016 - 07.2019

Teller

Logix Federal Credit Union
01.2014 - 01.2016

Banker

Bank Leumi, USA
01.2011 - 01.2014

Teller II

Kinecta Federal Credit union
01.2007 - 01.2011

Associate Degree in Computer Applications & Office Technologies -

Los Angeles Pierce College

High School Degree -

International College

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Rukshani Perera