Dependable Membership Consultant eager to build strong customer relationships and take advantage of sales opportunities. Driven and responsible with a professional look and approach. Top-notch organizational, communication, and problem-solving abilities.
Overview
3
3
years of professional experience
Work History
Member Con
Security Service Federal Credit Union
Corpus Christi, Texas
04.2022 - Current
Conducted outbound calls to follow up with new accounts or check in with inactive accounts.
Assisted in opening new accounts for members.
Participated in marketing events such as health fairs or community events.
Assisted other departments when needed including loan processing or collections activities.
Processed deposits, withdrawals, transfers and loan payments.
Provided feedback on areas of improvement identified during internal audits.
Resolved member complaints in a timely manner.
Maintained accurate records of all transactions conducted at the teller window.
Adhered to operational policies and regulations established by the Credit Union.
Attended training sessions for product knowledge updates.
Explained the features of various products and services available to members.
Communicated with members regarding account information, transactions and inquiries.
Verified compliance with applicable laws and regulations governing credit union operations.
Supported branch management with projects related to sales goals or strategic initiatives.
Provided excellent customer service to members and potential members.
Monitored security procedures within the branch environment.
Reconciled discrepancies between teller work and computer system totals.
Performed daily ATM balancing activities as needed.
Cross-sold additional products and services to existing members.
Educated members on the benefits of using online banking tools.
Balanced cash drawer daily and prepared currency transaction reports as required by regulation.
Offered guidance on how to best use credit union services to meet their financial needs.
Built high-performing teams, personally interviewing, hiring, training and coaching new members and continuously appraising performance and resolving shortcomings.
Landed new customer accounts through consistent combination of perseverance, dedicated cold calling, and exceptional service.
Conducted tours of facility while establishing relationships and targeting prospective member goals and needs.
Converted leads into prospects and booked appointments to achieve sales quota.
Emphasized and enforced company objectives to reaffirm and validate member expectations.
Participated in fairs, grand openings and other community and sponsorship events to promote organization.
Recognized security risks to properly handle situations.
Produced sales documents, finalized deals and filed records.
Posed as models for advertising, artistic creation and display of goods.
Branch Supervisor
First Convenience Bank
Corpus Christi , TX
07.2021 - 04.2022
Promoted new products and services offered by the bank to existing customers.
Reconciled discrepancies between daily transaction records and general ledger accounts.
Performed annual reviews of all personnel files including job descriptions and qualifications.
Implemented strategies to increase customer satisfaction ratings within the branch.
Conducted regular staff meetings to discuss customer service issues and set goals.
Collaborated with senior management on strategic planning initiatives.
Analyzed customer data to identify trends in customer behavior.
Established performance standards, monitored employee productivity, and provided feedback on performance.
Provided guidance and support to branch staff in daily operations.
Identified areas of improvement for operational efficiency at the branch level.
Monitored cash levels in teller drawers to ensure accuracy of balances.
Implemented new policies and procedures to improve efficiency.
Processed deposits, withdrawals, transfers or other transactions as needed.
Assisted customers with loan applications, account inquiries or other banking needs.
Resolved customer complaints promptly and professionally.
Managed day-to-day operations such as scheduling shifts for employees and ordering supplies.
Resolved customer complaints regarding services rendered by the bank.
Ensured compliance with banking regulations, laws, and policies.
Education
High School Diploma -
Roy Miller High School
Corpus Christi, TX
06-2015
Skills
Marketing knowledge
Money Transfer Systems
Customer Relations
Sales expertise
Documentation abilities
Team Training
Sales strategy
Issue Resolution
Member service and support
Task Delegation
Compliance Monitoring
Sales Strategies
Team Management
Customer Service
Relationship Building
Languages
Spanish
Limited
Timeline
Member Con
Security Service Federal Credit Union
04.2022 - Current
Branch Supervisor
First Convenience Bank
07.2021 - 04.2022
High School Diploma -
Roy Miller High School
Similar Profiles
Jennifer CordovaJennifer Cordova
Senior Mortgage Loan Closer at Security Service Federal Credit UnionSenior Mortgage Loan Closer at Security Service Federal Credit Union
Jason Valdez, LUTCF, FSCPJason Valdez, LUTCF, FSCP
Assistant Vice President Commercial Insurance at Security Service Federal Credit UnionAssistant Vice President Commercial Insurance at Security Service Federal Credit Union