Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Shaylene Hauer

San Antonio,USA

Summary

Experienced professional with a strong background in customer service, meticulous attention to detail, and exceptional documentation skills. Dedicated to grasping the intricacies of the business, asking pertinent questions, and enhancing existing solutions or developing new client-centric ones. Thrives in collaborative settings focused on achieving top-notch outcomes and initiatives. Eager to elevate expertise and explore fresh challenges across various facets of the organization.

Overview

12
12
years of professional experience

Work History

Insurance Professional – Sales and Service

USAA
10.2018 - Current
  • Assesses member requirements to create effective solutions.
  • Navigate various systems and programs efficiently during member interactions.
  • Facilitated issue resolution through strategic questioning and attentive listening.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Excellent communication skills, both verbal and written.
  • Strengthened communication skills through regular interactions with others.

Operations Clerk & Lead Teller

Wells Fargo
05.2015 - 10.2018
  • Maintained precise records of transactions following company guidelines.
  • Completed customer banking transactions while minimizing risk to assets.
  • Executed routine transactional and operational tasks efficiently.
  • Recommended various customized financial products and services to each customer based on needs.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
  • Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
  • Oversaw facility maintenance, ensuring optimal functionality of equipment and infrastructure at all times.
  • Identified and resolved unauthorized, unsafe, or ineffective practices.
  • Reduced turnaround time for project completion through effective resource allocation and team management.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Interacted well with customers to build connections and nurture relationships.

Member Service Representative

Navy Federal Credit Union
05.2013 - 05.2015


  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
  • Maintained high-quality service by adhering to company policies and standards in all member interactions.
  • Verified customer identification and documentation for compliant transactions.
  • Assisted members with account management, including updating personal information and setting up automated payments.
  • Processed account transactions accurately, ensuring proper documentation and timely processing.
  • Handled complaints with prompt, courteous service to uphold professional reputation.
  • Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
  • Consistently met or exceeded performance metrics through proactive management of workload and effective prioritization.
  • Educated members on financial literacy topics, empowering them to make sound financial decisions.
  • Resolved customer issues through thorough dispute investigation.
  • Delivered prompt service to prioritize customer needs.

Education

Bachelors - Cybersecurity

Southern New Hampshire University
Manchester, NH
01.2026

Associates - Applied Science

San Antonio College
San Antonio, Texas
01.2021

Associates - General Studies

Northwestern State University
Natchitoches, LA
01.2015

Skills

  • Excellent knowledge of banking logistics
  • Highly attentive and organized
  • Out-of-the-box problem solver
  • Team Player and communicator
  • Documentation, Policy and Procedure Adherence
  • Flexibility and Adaptability when using new/different systems
  • Training and coaching
  • Recordkeeping skills
  • Technical assistance
  • Incident management
  • Software expertise
  • Escalation handling
  • Data collection
  • Security protocols

Accomplishments

  • Achieved Result by completing Task with accuracy and efficiency.
  • Resolved product issue through consumer testing.
  • Supervised team of Number staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved Issue which led to Results.
  • Achieved Result through effectively helping with Task.
  • Recipient of individual and departmental awards for providing stellar client service.
  • Saved the company $Amount by identifying redundancies in the data entry system and recommending consolidations.
  • Training - Responsible for training all new employees to ensure continued quality of customer service.
  • Designed a more efficient Excel template to track and manage office personnel calendars and daily meetings.
  • Scheduling - Organized technician schedule for customer jobs.
  • Successfully resolved Number customer issues per Time period.

Timeline

Insurance Professional – Sales and Service

USAA
10.2018 - Current

Operations Clerk & Lead Teller

Wells Fargo
05.2015 - 10.2018

Member Service Representative

Navy Federal Credit Union
05.2013 - 05.2015

Bachelors - Cybersecurity

Southern New Hampshire University

Associates - Applied Science

San Antonio College

Associates - General Studies

Northwestern State University

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Shaylene Hauer