Stephen Aceituno
Claremont,CA
Summary
I am interested in this position because I would like to further advance my career with First City Credit Union. I have demonstrated that I can be a quick problem solver and I would like to extend those skills and my customer service to the Contact Center. I believe I have been able to successfully fulfill my role as a Senior BSR and I would like to take the next step as Contact Center Supervisor
Overview
8
8
years of professional experience
Work History
Senior Branch Service Representative
First City Credit Union
07.2022 - Current
- Assisted members with establishing accounts and completing loan applications
- Cross-sold credit cards, loans and other Credit Union products.
- Proactively identified potential fraud or suspicious activity, taking appropriate action to protect member accounts and Credit Union assets.
- Provided manger support with daily branch operations
- 2023 Top Performer of The Branch Division
Financial Services Representative
California Credit Union
03.2019 - Current
- Maintained solid referral pipelines to keep up consistent stream of prospective customers
- Researched and analyzed appropriate loan programs to match borrower's profile
- Gained knowledge of products and programs offered to educate clients about various product solutions
- Coordinated opening and updating of accounts such as checking, savings, and CDs
- Engaged customers to uncover needs and suggest related bank products.
Member Service Representative/Teller
California Credit Union
05.2017 - 03.2019
- Employed excellent money handling abilities to operate and balance cash drawer daily
- Followed company and regulatory policies to protect customer and bank assets
- Used expert sales and service abilities to consistently achieve sales and referral goals
- Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products.
Sales Consultant
Subaru Monrovia
07.2016 - 05.2017
- Asked qualifying questions to understand buyer requirements and interest and match to various vehicle options
- Liaised between customers and finance department to facilitate price negotiation and financing options
- Promoted manufacturer and dealer incentives to drive revenue
- Facilitated timely sales or visit follow-up to retain strong rapport with previous and prospective customers
- Greeted customers and proactively offered assistance and information on vehicles of interest.
Education
Mathematics -
Cal Poly Pomona
Pomona, CASkills
- Customer relationship management
- Client interviewing
- Strong Interpersonal communication skills
- Customer service excellence
- Cross-selling
- Customer engagement
- Professional telephone demeanor
Timeline
Senior Branch Service Representative
First City Credit Union
07.2022 - Current
Financial Services Representative
California Credit Union
03.2019 - Current
Member Service Representative/Teller
California Credit Union
05.2017 - 03.2019
Sales Consultant
Subaru Monrovia
07.2016 - 05.2017
Mathematics -
Cal Poly Pomona
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