Savannah Canady
Oklahoma City
Summary
- Customer Service Representative with a strong dedication to helping customers resolve issues and cultivating a positive image of the company, while excelling in both team and environments and alone. Maintaining the company’s goal to always strive and ensure that there is always a great client experience
- Diligent Inbound Representative with solid foundation in ensuring exceptional member experiences. Adept at addressing member concerns and enhancing satisfaction through effective communication and problem-solving. Demonstrated ability to foster strong member relationships and streamline processes.
- Professional in member services with proven track record of enhancing member satisfaction and retention. Skilled in addressing member needs and resolving issues promptly, contributing to positive team environment and achieving results. Known for adaptability, strong communication, and problem-solving abilities.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Member Experience Associate
Oklahoma's Credit Union
06.2024 - Current
- Enhanced member satisfaction by promptly addressing concerns and providing personalized solutions.
- Monitored key performance indicators related to member experience, proactively identifying areas for improvement based on data trends.
- Identified opportunities for improvement, implementing changes to enhance the member journey.
- Maintained detailed records of member interactions, ensuring accurate follow-up and timely resolution of issues.
- Assist members with day to day financial questions and answers any questions about current loans and deposit accounts
- Built strong relationships with members through clear communication, empathy, and active listening skills.
- Provided exceptional service by understanding member needs and recommending appropriate products or services.
- Trained new associates on best practices for delivering exceptional service, fostering a culture of excellence within the team.
- Recognized for consistently exceeding performance targets, demonstrating a strong commitment to providing outstanding member experiences.
Financial Service representative
Merrill Edge-ACT
01.2023 - 01.2024
- Created a great client experience and provided clients with information regarding the company to find the best options for the client. I assisted the client with moving funds from broker to broker, broker to external bank accounts. Aided with login access and information regarding their trades and settlement dates. Calculate the client’s settlement date for trades. While assisting clients with obtaining the correct paperwork for their trust,529, IRA, Roth IRA,CMA, and Sep accounts.
- 1+ years
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Increased client satisfaction by providing comprehensive financial advice and personalized investment strategies.
- Provided exceptional customer service, consistently resolving complex issues promptly and effectively.
- Successfully managed a diverse range of client accounts while maintaining strict adherence to regulatory guidelines.
- Implemented risk management strategies to minimize potential losses in volatile market conditions.
- Consistently exceeded sales targets by leveraging strong relationship-building skills and comprehensive product knowledge.
Warehouse Associate
Amazon
01.2022 - 01.2023
- Experienced and reliable Package Handler with extensive experience safely and efficiently prepare packages for delivery.
Restaurant Team Member
Chick-Fil-a
01.2019 - 01.2021
- Promote and provide a stellar customer experience, being the face of the company motto and taking care of each guest. Skilled in performing safe food handling processes, customer service and sales transactions in fast-paced environments.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Mentored junior team members, fostering a positive work environment that encouraged professional growth and development.
Education
AA - General Studies
Valencia College
Orlando, FL01-2019
Skills
- Active Listening
- Conflict Resolution
- Multi-Tasking
- Tech Proficiency
- Client Relationship Mgmt
- Data entry proficiency
- Effective decision making
- Exceptional communication
- Patience and composure
- Performance tracking
- Customer service
- Notary Certified
- Call center experience
Accomplishments
I strive to be an asset to the team, I have accomplished creating a great work moral for my associates as well as maintained a high rate in received referrals as I gro and learn knowledge about products we offer to our members.
Certification
Notary, Legal Office Receptionist
Timeline
Member Experience Associate
Oklahoma's Credit Union
06.2024 - Current
Financial Service representative
Merrill Edge-ACT
01.2023 - 01.2024
Warehouse Associate
Amazon
01.2022 - 01.2023
Restaurant Team Member
Chick-Fil-a
01.2019 - 01.2021
AA - General Studies
Valencia College
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