Financial Services Representative
Chartway
Virginia Beach, VA
12.2015 - july
- Taking inbound calls from members and non-members for general servicing inquires for Checking, Savings, Certificates of deposit, and loan products
- Handled Account and Wire Fund Transfers, processed loan and credit card payments, Card Services
- Exercising problem solving skills and promote benefits to retain members
- Update member and account information as needed
- Maintaining Member Solutions Center service levels by handling a high volume of calls in a fast-paced environment
- Consistently and effectively cross-selling products and services offered by Chartway
- Communicate using extraordinary soft skills during complex conversations to deliver an outstanding member experience
- Handle complex conversations and situations professionally to create an outstanding member experience on every call
