Siddhi Shah
Broken Arrow,OK
Summary
Proactive Senior Member Service Representative with extensive experience in loan processing, member account management, and branch operations. Expertise in financial transactions, cross-selling products, and maintaining compliance with policies and procedures. Strong communication skills and dedication to member satisfaction, seeking opportunities to advance in a dynamic financial environment.
Overview
3
3
years of professional experience
Work History
Senior Member Service Representative
Communication Federal Credit Union
Broken Arrow, OK
10.2022 - Current
- Demonstrated commitment to excellence in member service by consistently meeting or exceeding performance targets.
- interviews member for loan application and assembles related documentation for packet, inputs data and submit to a loan underwiter for action.
- advises member of disposition and disburses funds on approval loans. handles loan extension, requests,processes and closes open-end loans, enters lien on collateral, and scan loan documents.
- performs basic financial transactions as deemed by MSR job description. behaves in a professional, courteous manner toward others and can respond to inquiries effectively. completes required reports or regulatory forms involving currency,etc.
- follows established policies and procedures in all aspects of branch logistics. accountable for cash assigned, received and disbursed;bait money;drawer limits. accurately balances drawer/Vault; remits daily work consistently. Adheres to proper methods for member identification, security or other operations.
- maintains a thorough level of product knowledge promoting the benefits of products or services for cross-selling. participates in sales activities as requested or specified by management.
- assist in branch -related settlements activities and rotating assignments. cross-trained in drive-thru and lobby functions or other duties as applicable to branch and/or shared -branch functions.
- opens new accounts according to established procedures for share accounts, share drafts, Money max, CDs or IRAs and maintains changes/updates to member profile.
- carries out various office tasks including posting mail, filing, clerical work, research, retrieval and scanning. may occasionally require saturday shifts, opening/closing branch or assignments to other locations.
Sales Associate
Sunglass Hut
Bass-pro Shops
08.2021 - 10.2022
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Prepared merchandise for sales floor by pricing or tagging.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions about sizing, accessories, and merchandise care.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Education
Bachelor of Business Administration - Marketing
Northeastern State University
Broken Arrow,OK01-2020
Skills
- Strong empathy
- Customer service expertise
- Exceptional communication
- Training and mentoring
- Compliance understanding
- Up-selling techniques
- Financial Literacy
- Sales proficiency
- Performance Tracking
- Member retention
- Member account management
- Product Recommendations
- Database Maintenance
Languages
Hindi
Full Professional
Timeline
Senior Member Service Representative
Communication Federal Credit Union
10.2022 - Current
Sales Associate
Sunglass Hut
08.2021 - 10.2022
Bachelor of Business Administration - Marketing
Northeastern State University