Banking professional with robust background in customer service, excelling in client relations and issue resolution. Proven ability to collaborate effectively within team and adapt to changing needs. Known for reliability, flexibility, and strong focus on achieving results through effective communication and problem-solving.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Services Representative II
Global Credit Union
05.2023 - 06.2024
I currently handle account management, as far as opening regular accounts, specialized accounts, trust accounts etc
I handle deposits and withdrawals, and check holds
Collaborated with team members to achieve sales targets and improve overall branch performance.
Increased client satisfaction by providing tailored financial advice and investment recommendations.
Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
Maintained updated records of all financial transactions to support traceability.
Loan Officer
Credit Union1
01.2023 - 04.2023
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Maintained strict confidentiality of bank records and client information.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Submitted loan applications to underwriter for verification and recommendations.
Examined customer loan applications for loan approvals and denials.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Developed strong relationships with customers through high levels of customer service.
Bank Teller
Credit Union1
07.2022 - 01.2023
I would help members with basic transactions such as cash deposits, withdrawals, ordering checks, making cashier checks, assisting with online access etc
Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Enhanced workflow efficiency with proper organization and management of digital assets.
Trained new employees on imaging equipment operation and best practices, facilitating their smooth integration into the team.
Assisted in the implementation of a new document management system, streamlining operations for improved efficiency.
Continuously sought opportunities for professional growth through training programs and workshops aimed at enhancing skills relevant to the Imaging Specialist role.
Debt Collection Officer
Global Credit Union
06.2024 - Current
Maintained strict compliance with federal, state, and local regulations governing debt collection practices.
Reduced delinquent accounts by implementing effective debt collection strategies.
Managed a high volume of accounts, prioritizing cases based on risk assessment and potential recovery value.
Established positive rapport with customers, fostering communication that enabled resolution of outstanding balances while preserving long-term business relationships.
Streamlined communication between departments, creating a more efficient system for information sharing.
Caregiver Personal Care Aides
Trinion Quality Care Services, Inc
05.2019 - 05.2021
Assisted clients with activities of daily living, promoting independence and quality of life.
Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
Assisted clients with daily living needs to maintain self-esteem and general wellness.
Built strong relationships with clients to deliver emotional support and companionship.
Bagger
Comissary
07.2017 - 08.2019
Worked together with cashiers to guarantee customer satisfaction.
Collected and returned all hand baskets and shopping carts to proper place for new customer use.
Placed customer's purchased goods into bags, maximizing space while avoiding overloading.
Education
High school or equivalent -
Skills
Cash handling
Account management
Customer service
Financial services
Goal oriented
Debt settlement
Loan servicing
Payment arrangements
Collection strategies
Credit control
Complex Problem-solving
Accounting systems
Certification
CPR/First Aid
CPR
First Aid
Assessments
Home health aide skills — Proficient
October2021
Providing care to patients in a home setting
Full results: Proficient
Protecting patient privacy — Completed
November2021
Understanding privacy rules and regulations associated with patient records
Full results: Completed
Attention to detail — Completed
Identifying differences in materials, following instructions, and detecting details among distracting information
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Additional Information
I have great customer service skills, I’m always smiling. I love to make others laugh and feel good about themselves.
Timeline
Debt Collection Officer
Global Credit Union
06.2024 - Current
Financial Services Representative II
Global Credit Union
05.2023 - 06.2024
Loan Officer
Credit Union1
01.2023 - 04.2023
Bank Teller
Credit Union1
07.2022 - 01.2023
Imaging Specialist
Quest Diagnostics
09.2021 - 05.2022
Caregiver Personal Care Aides
Trinion Quality Care Services, Inc
05.2019 - 05.2021
Bagger
Comissary
07.2017 - 08.2019
CPR/First Aid
CPR
First Aid
High school or equivalent -
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