Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Member Service Representative
Partners Federal Credit Union
10.2021 - Current
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Handled complaints with prompt, courteous service to uphold professional reputation.
Educated and engaged customers with new bank products and services.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Responded to customer calls and emails to answer questions about products and services.
Trained new personnel regarding company operations, policies and services.
Virtual Sales Advocate
Pasadena Service Federal Credit Union
01.2021 - 10.2021
Developed and implemented sales strategies to increase profits.
Collaborated with cross-functional teams to identify and address customer needs.
Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Set and achieved company defined sales goals.
Opened all new accounts, creating relationship and new/existing members first point of contact
Member Service Advisor - Teller
Pasadena Service Federal Credit Union
08.2018 - 01.2021
Processed standard teller transactions for customers including servicing client accounts, accepting loan payments, managing safety deposit box payments, cashing checks, balancing cash drawer, handling night deposits, correcting discrepancies..
Established personal/profesional connection with members to cross sell products such as loan, checking/savings accounts, credit cards and many other products.
Education
Bachlors - Business Law
California State University Northridge
Chatsworth, CA
06.2025
High School Diploma -
John Muir High School
Pasadena, CA
06.2019
Skills
Mobile Banking
Teller Transactions
Service Recommendations
Loan Application Processing
Customer Standards Compliance
Customer Support
Member Relations
Microsoft Office
Operational Efficiency
Banking Operations Support
Bank Secrecy Act
Phone Inquiries
Complex Product Knowledge
Sales and Upselling
USA Patriot Act
Certification
Public Notary
NMLS
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Member Service Representative
Partners Federal Credit Union
10.2021 - Current
Virtual Sales Advocate
Pasadena Service Federal Credit Union
01.2021 - 10.2021
Member Service Advisor - Teller
Pasadena Service Federal Credit Union
08.2018 - 01.2021
Bachlors - Business Law
California State University Northridge
High School Diploma -
John Muir High School
Public Notary
NMLS
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