Skilled in delivering high quality client service with strong emphasis on relationship building and problem solving. Background includes effectively handling customer inquiries, resolving issues and managing client accounts in fast-paced environments. Strengths include communication, multitasking and ability to work under pressure while ensuring customer satisfaction. Consistently contributed to enhancing customer experience and fostering client loyalty in previous roles.
Overview
7
7
years of professional experience
Work History
Client Services Member Representative
Jovia Financial Credit Union
Rockville Centre, New York
09.2022 - Current
Educated clients on financial products and services to promote informed decision-making.
Utilized banking software to process transactions and manage member accounts accurately.
Developed training materials for new staff to ensure consistent service delivery standards.
Conducted regular account reviews to identify opportunities for enhanced member engagement.
Developed and maintained relationships with clients, including understanding their needs and concerns.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Worked with cross-functional teams to achieve goals.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Educated customers on available banking products such as credit cards, loans, investment services, and online banking services.
Ensured compliance with banking regulations, laws, and guidelines.
Teller
Jovia Financial Credit Union
Rockville Centre, New York
11.2021 - 09.2022
Processed customer transactions efficiently and accurately.
Assisted customers with account inquiries and service requests.
Maintained cash drawer balance through diligent counting and verification.
Adhered to bank policies and procedures during daily operations.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Manager Trainee
Gap
Oceanside, New York
07.2021 - 09.2021
Assisted in daily operations to ensure smooth store functionality.
Supported team in maintaining visual merchandising standards and brand presentation.
Collaborated with staff to manage inventory and restock merchandise efficiently.
Engaged customers with product knowledge and exemplary service techniques.
Trained new employees on store policies and operational procedures effectively.
Monitored sales floor for cleanliness and organization throughout each shift.
Created detailed monthly reports tracking employee progress and highlighting areas of improvement.
Sales Associate
Gap Inc
Oceanside, New York
02.2019 - 09.2021
Assisted customers in selecting merchandise and provided excellent service.
Maintained product displays and ensured store cleanliness and organization.
Operated point-of-sale system for transactions and returns efficiently.
Stocked shelves with new arrivals and rotated merchandise regularly.
Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
Education
High School Diploma -
Valley Stream Central High School
Valley Stream, NY
06-2018
Some College (No Degree) - Liberal Arts and Sciences
Suny Old Westbury
Old Westbury, NY
Skills
Financial products education
Banking software utilization
Training material development
Customer relationship management
Problem solving
Employee training
Teamwork and collaboration
Organization and recordkeeping
Cross-selling techniques
Strong empathy
Attention to detail
Timeline
Client Services Member Representative
Jovia Financial Credit Union
09.2022 - Current
Teller
Jovia Financial Credit Union
11.2021 - 09.2022
Manager Trainee
Gap
07.2021 - 09.2021
Sales Associate
Gap Inc
02.2019 - 09.2021
High School Diploma -
Valley Stream Central High School
Some College (No Degree) - Liberal Arts and Sciences