Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sheila Larsen

Longmont ,CO

Summary

Proven track record at Bellco Credit Union, excelling in customer support and complaint handling, enhanced member satisfaction significantly. Expert in financial transactions and adept at teamwork, I thrive under pressure, ensuring precision in account management and dispute resolution. Skilled in both technical and interpersonal facets, I drive results through effective problem resolution and product recommendations. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Specializes in banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers. Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations. Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.

Overview

4
4
years of professional experience

Work History

Member Service Advisor

Bellco Credit Union
Longmont, CO
02.2020 - Current
  • Delivered exceptional customer support, resolving complex issues while maintaining a professional demeanor.
  • Enhanced member satisfaction by promptly addressing concerns and providing accurate information on products and services.
  • Managed numerous member accounts with precision, ensuring accuracy in transactions and recordkeeping.

Education

High School Diploma -

Skyview High School
Billings, MT

Skills

  • Complaint Handling
  • Call Center Operations
  • Customer Service
  • Customer Support
  • Financial Transactions
  • Product Sales
  • Dispute Resolution
  • Computer Skills
  • Understanding Customer Needs
  • Problem Resolution
  • Product Recommendations
  • Teamwork and Collaboration
  • Calm Under Pressure

Timeline

Member Service Advisor

Bellco Credit Union
02.2020 - Current

High School Diploma -

Skyview High School
Sheila Larsen