Summary
Overview
Work History
Education
Skills
Timeline
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Shelah Stevenson

Member Service Representative
Decatur,AL

Summary

Personable Member Service Representative offering 6+ years of experience resolving account and service concerns for customers. Smoothly uncovers and solves challenges while promoting company products and maintaining loyal, satisfied customers. Focused on surpassing expectations and driving team success.

Overview

4
4
years of post-secondary education
7
7
years of professional experience

Work History

Member Service Representative

Redstone Federal Credit Union
Madison, AL
09.2019 - Current
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Processed customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.

Teller Supervisor

Alabama Central Credit Union
Decatur, AL
07.2017 - 09.2019
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Researched and resolved customer issues on personal savings, checking and line of credit accounts.
  • Examined tellers' reports of daily transactions for accuracy.
  • Trained new employees in cash handling procedures, bank policies and to promote compliance with established standards.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Balanced staff and vault at end of day and secured monies in accordance with established procedures.
  • maintained and balanced all off-site ATMs and on-site ATMs

Senior Branch Associate

BBVA Compass
Decatur, AL
02.2017 - 07.2017
  • Processed deposits, night deposits, withdrawals, cash advances, and payments.
  • Balanced cash drawer daily and completed quarterly training.
  • Issued cashier’s checks and redeemed savings bonds.
  • Provided quality customer service.

Branch Utility Specialist

CB&S Bank
Decatur, AL
01.2016 - 02.2017
  • Backed up the Branch Operations Specialist: opened checking and savings accounts.
  • Balanced the vault daily and the ATM weekly.
  • Prepared cashier’s checks and loan checks and assisted with quarterly and monthly audits.
  • Answered inquires regarding checking and savings accounts and other bank related products; attempted to resolve issues and problems with customer accounts.

Teller

CB&S Bank
Decatur, AL
03.2014 - 01.2016
  • Processed deposits, night deposits, withdrawals, payments, and balanced cash drawer daily.
  • Provided quality customer service through courteous and accurate handling of transactions.
  • Identified customers , validated and cashed checks, accepted cash and checks for deposits, checked accuracy of deposit slip, and encoded tickets.

Education

High School Diploma -

Decatur High School
08.2006 - 05.2010

Skills

Microsoft Office: Word, Excess, Outlook, PowerPoint

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Timeline

Member Service Representative

Redstone Federal Credit Union
09.2019 - Current

Teller Supervisor

Alabama Central Credit Union
07.2017 - 09.2019

Senior Branch Associate

BBVA Compass
02.2017 - 07.2017

Branch Utility Specialist

CB&S Bank
01.2016 - 02.2017

Teller

CB&S Bank
03.2014 - 01.2016

High School Diploma -

Decatur High School
08.2006 - 05.2010

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Shelah StevensonMember Service Representative