Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sandra Middleswart

Santee,CA

Summary

Proven financial and customer service expert with over 45 years of experience, notably at California Credit Union. Excelled in multitasking and maintaining exceptional client relations, significantly enhancing member satisfaction and loyalty. Skilled in loan calculations and financial transactions, coupled with a relentless commitment to providing top-tier customer support.

Overview

38
38
years of professional experience

Work History

Senior Financial Services Representative

California Credit Union
11.1989 - Current
  • Collaborated with team members to identify opportunities opportunities for existing and potential new members
  • Internal processes for improved efficiency in handling client accounts and transactions.
  • Gathered member information and discussed appropriateness of what would benefit them.
  • Use of my years of experience to maintain member relations.
  • Given exceptional customer service to all clients. Listening to their needs and helping them achieve what their needs are.
  • Accurately and in a timely manner processed new accounts and loans. and sent referrals for investments.
  • Proving comprehensive knowledge of products we offer.
  • Always give 100% in customer service.
  • Always looking for ways to help others and keep the flow going.
  • Respond and address customers needs and concerns in a timely manner.
  • When at the grocery store I bagged groceries and helped in produce.
  • when at the charger stadium I ran a stand accepting both cash and credit cards. Customer service was very important there.

Customer Service Representative/Beer Vendor

San Diego Sports Center
07.2006 - 07.2013
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Customer Service Representative

Alpha Beta/Lucky
07.1986 - 07.1986
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Education

No Degree -

Point Loma Nazarene Collge
San Diego, CA

High School Diploma -

Madison High Scool
San Diego, CA
06.1977

Skills

Customer service Skills for the last 45 year

Financial responsibilities for the last 45 years Cash handling, credit card handling (earlier jobs)

Loan calculations both personal, autos and helocs

verifying paystubs

Able to multitask

Always looking for work to keep busy

Timeline

Customer Service Representative/Beer Vendor

San Diego Sports Center
07.2006 - 07.2013

Senior Financial Services Representative

California Credit Union
11.1989 - Current

Customer Service Representative

Alpha Beta/Lucky
07.1986 - 07.1986

No Degree -

Point Loma Nazarene Collge

High School Diploma -

Madison High Scool
Sandra Middleswart