Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Member Service Representative
Lighthouse Credit Union
06.2023 - 08.2024
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Prevented $30,000 in fraud
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Increased recognition by 40%
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.
Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
Trained new personnel regarding company operations, policies and services.
Supervisor
Parkside Credit Union
01.2022 - 06.2023
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Completed vault balancing, cash reports, variances, overdrafts, and addressed issues.
Collaborated with senior management to develop strategic plans for improving branch performance and meeting targets.
Promoted a culture of continuous improvement by encouraging staff input on process enhancements and problem-solving initiatives.
Coordinated community outreach efforts to increase brand awareness while supporting local organizations through charitable events or sponsorships.
Maintained strong relationships with key clients by addressing their unique banking needs promptly and professionally.
Senior Account Executive
Rock Connections
03.2019 - 01.2022
Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
Increased account retention by building strong relationships with clients and addressing their needs promptly.
Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
Brought in over $300,000 in revenue while managing multiple high-profile accounts.
Bank Teller
Chase Bank
01.2018 - 03.2019
Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Customer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit UnionCustomer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit Union
Member Services Supervisor, Member Service Lead, and Member Service Representative at Yampa Valley Electric AssociationMember Services Supervisor, Member Service Lead, and Member Service Representative at Yampa Valley Electric Association
Member Service Loan Consultant/Senior Member Service Representative at Alliant credit unionMember Service Loan Consultant/Senior Member Service Representative at Alliant credit union