Summary
Overview
Work History
Education
Skills
References
Timeline
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Sara Sottosanti

North Pole,AK

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with members. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with passion for developing relationships. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

4
4
years of professional experience

Work History

Member Service Representative III

Global Credit Union
10.2021 - 06.2023
  • Helped large volume of members every day with positive attitude and focus on member satisfaction.
  • Handled complaints with prompt, courteous service to uphold professional reputation.
  • Educated and engaged members with new bank products and services.
  • Verified customer identification and documentation for compliant transactions.
  • Responded to member calls and emails to answer questions about products and services.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse member questions.
  • Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
  • Exhibited high energy and professionalism when dealing with members and staff.

Financial Services Representative II

Global Credit Union
12.2020 - 10.2021
  • Processed member transactions promptly, minimizing wait times.
  • Answered member inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Built and strengthened member relationships
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Provided member records, account statements and copies of checks.
  • Reconciled cash drawer and resolved discrepancies.
  • Educated members on use of banking website and mobile apps.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Assisted members with compromised debit cards and issued new credentials.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Processed loan applications and monitored progress from start to finish.

Barista

49th State Coffee Company
03.2019 - 08.2021
  • Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
  • Controlled line and crowd with quick, efficient service.
  • Cleaned counters, machines, utensils, and seating areas daily.
  • Maintained regular and consistent attendance and punctuality.
  • Listened carefully to customer requests and created personalized, delicious beverages, which improved sales.
  • Maintained and operated espresso machines, blenders, commercial coffee brewers, coffee pots, and other equipment.

Education

High School Diploma -

Wasilla High School
Wasilla, AK
05.2018

Skills

  • Mobile Banking
  • Customer Support
  • Teller Transactions
  • Calm and Professional Under Pressure
  • Client Interactions
  • Policy and Procedure Adherence
  • Loan Application Processing
  • Sales and Upselling
  • Clear Verbal Communication Skills
  • Livechat Messaging
  • Phone Inquiries
  • Understanding Customer Needs

References

  • Nadia Ferguson (907)538-5831
  • Eric Douglas (907)764-3151
  • Brandon Soberanes (480)457-0928
  • Kristen Hodgdon (907)980-8170
  • Nathan Bosak (480)766-3685

Timeline

Member Service Representative III

Global Credit Union
10.2021 - 06.2023

Financial Services Representative II

Global Credit Union
12.2020 - 10.2021

Barista

49th State Coffee Company
03.2019 - 08.2021

High School Diploma -

Wasilla High School

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Sara Sottosanti