Summer Elliott
Sonoma,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Eager to contribute to a dynamic team and support organizational duties and tasks.
Overview
23
23
years of professional experience
Work History
Member Service Associate
Redwood Credit Union
Sonoma, California
06.2014 - 06.2024
- Assisted in training new staff members on proper procedures related to membership service roles.
- Performed daily cash balancing activities including reconciling teller drawers against system totals.
- Maintained accurate records of transactions for audit purposes.
- Exceptional Customer Service
- Sales of products for financial stability
- Developed strong working relationships with existing members to build loyalty.
- Provided assistance with account maintenance, deposits, withdrawals and other banking needs.
- Greeted members and answered questions in a friendly and professional manner.
- Updated internal databases with changes in customer accounts or preferences.
- Participated in community events to promote the credit union's brand awareness.
- Enhanced member relationships by providing excellent service during each interaction.
Senior Member Service Representative
Redwood Credit Union
Sonoma/Glen Ellen, California
04.2011 - 06.2014
- Educated members on how to use digital banking platforms such as mobile apps and online banking.
- Assisted members with account opening and maintenance activities.
- Identified areas of improvement within departmental processes.
- Opening and closing of branches
- Balancing and auditing of branch
- Generated new business through referrals from existing members.
- Developed a strong working knowledge of all credit union policies, procedures, products and services
- Trained new employees on job duties related to Member Service Representative position.
- Processed deposits, withdrawals, loan payments, transfers and other transactions accurately.
- Managed daily operations including balancing cash drawers, reconciling accounts, filing documents and maintaining security protocols.
- Provided excellent customer service to members, both in person and over the phone.
Senior Member Service Representative
Cal State Central Credit Union
Sonoma/Glen Ellen, California
04.2005 - 04.2011
- Answered customer inquiries regarding store policies and procedures.
- Organized promotional displays or arrange merchandise on counters or tables to promote sales.
- Ensured compliance with all safety regulations within the store environment.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Generated new business through referrals from existing members.
- Assisted members with account opening and maintenance activities.
- Maintained accurate records of all transactions and interactions with members.
- Participated in community outreach events to promote the credit union's services.
Cashier
Shopko
Redding, California
08.2001 - 04.2005
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Followed company security procedures for handling large sums of money.
- Balanced daily transactions on a computerized point-of-sale system.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Counted money in cash drawers at the beginning of shifts to ensure amounts were correct.
Education
GED -
Sonoma Valley High School
Sonoma, CA06-1994
Skills
- Time management
- Multitasking
- Problem solving
- Organization skills
- Strong work ethic
- Great team player
- Learning new aspects of the job
- Adapt to computer and software changes
- Communication
Timeline
Member Service Associate
Redwood Credit Union
06.2014 - 06.2024
Senior Member Service Representative
Redwood Credit Union
04.2011 - 06.2014
Senior Member Service Representative
Cal State Central Credit Union
04.2005 - 04.2011
Cashier
Shopko
08.2001 - 04.2005
GED -
Sonoma Valley High School