Summer Elliott
Sonoma,CA
Summary
Highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and as a team and quickly mastering new skills. Eager to contribute to a dynamic team and support organizational duties and tasks.
Overview
25
25
years of professional experience
Work History
Member Service Associate
Redwood Credit Union
Sonoma, Ca
09.2013 - 06.2024
- Resolved concerns with products or services to help with retention and drive sales.
- Responded to customer calls and emails to answer questions about products and services.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Handled sensitive situations with discretion, protecting member privacy while resolving conflicts swiftly.
- Educated and engaged customers with new bank products and services.
- Cross-sold bank services and products to uplift customer investments.
- Delivered prompt service to prioritize customer needs.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
Senior Member Service Representative
Redwood Credit Union
04.2011 - 06.2013
- Recommended specific products and services in alignment with individual needs, requirements and specifications.
- Processed payments for memberships, ensuring accuracy and timeliness in financial transactions.
- Enhanced member satisfaction by providing exceptional customer service and promptly addressing inquiries.
- Handled sensitive situations with discretion, protecting member privacy while resolving conflicts swiftly.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained and managed customer files and databases.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Self-motivated, with a strong sense of personal responsibility.
Senior Member Service Representative
Cal State Central Credit Union
04.2005 - 04.2011
- Increased accuracy in account management, diligently verifying member information during transactions.
- Identified opportunities for upselling products and services, contributing to business growth goals.
- Reduced wait times by efficiently handling high call volumes and implementing effective time management techniques.
- Maintained detailed records of transactions and interactions, ensuring seamless handover between team members as needed.
- Trained new hires in company policies and procedures, ensuring consistent quality of service across the team.
- Fostered a positive working environment through regular feedback sessions and encouragement of open communication among team members.
Education
GED -
Sonoma Valley High School
Sonoma, CA06.2025
Skills
- Time Management
- Multitasking
- Problem solving
- Organization and attention to detail
- Strong work ethic
- Great team player
- Learning new aspects of the job
- Communication
Timeline
Member Service Associate
Redwood Credit Union
09.2013 - 06.2024
Senior Member Service Representative
Redwood Credit Union
04.2011 - 06.2013
Senior Member Service Representative
Cal State Central Credit Union
04.2005 - 04.2011
GED -
Sonoma Valley High School
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