TANESHIA RENEE REID
Los Angeles,CA
Summary
Dedicated team player with 20+ years in customer service and retail banking. Accomplished in building client relationships through excellent communication skills and 5-star customer service. Adept at providing personalized banking advice and service. Great ability to develop instant rapport with new and existing clients that ultimately increase profits.
Overview
16
16
years of professional experience
Work History
Member Service Officer II
Credit Union of Southern California (Fr.PacTrans)
07.2022 - Current
- Maintained customer records by updating account information.
- Processed transactions accurately and efficiently, minimizing errors while upholding strict confidentiality standards.
- Participated in regular team meetings to discuss strategy, performance metrics, and ways to improve branch efficiency.
- Promoted credit union products and services to members, identifying opportunities to meet their financial needs.
- Developed strong relationships with members, fostering trust and loyalty by providing exceptional customer service.
- Collaborated with team members to achieve branch goals and objectives.
- Identified potential fraud cases by monitoring suspicious account activity leading to protection of the credit union''s assets.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Member Services Representative II
Xceed Financial Credit Union (Now Kinecta FCU)
06.2018 - 07.2022
- Address member service inquiries in timely and accurate fashion.
- Develop effective relationships with credit union departments through clear communication
- Retain member accounts and additional cross-sale opportunities
- Daily balancing of branch cash vault, processing incoming and outgoing cash shipments totaling $200,000.00+.
- Determine member's financial services needs and refer them to appropriate representatives/ departments to sell services that address these needs.
- Researched and rapidly resolved client conflicts to maintain key accounts.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Sr. Utility Specialist
Pacific Western Bank
01.2017 - 03.2018
- Opened new customer accounts, including checking, savings and lines of credit.
- Updated high-value profiles and portfolios for important clients.
- Managed branch in absence of manager
- Created outstanding customer service resulting in high pointed satisfaction goals
- Traveled between temporary assignments at branch offices
- Utilized strong analytical and problem solving skills to derive innovative solutions.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands
- Promptly responded to inquiries and request from prospective customers
Digital Banker
CIT Bank
10.2016 - 12.2016
- Address customer service inquiries in timely and accurate fashion.
- Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints.
- Developed effective relationships with all call center departments through clear communication.
- Delivered client services and acquired new relationships by cross-selling relevant products and services increased sales by 5% monthly
- Performed outbound sales and follow-up calling activities
- Educated clients on services and digital account channels
Sales and Service/Operations Lead
First Citizens Bank
05.2013 - 02.2016
- Assumed leadership role in the absence of supervisor and maintained branch normally.
- Daily balancing of the branch's cash vault, processing incoming and outgoing cash shipments totaling $100,000+ daily.
- Reviewed and approval 200+ daily teller transactions for a team of three.
- Assisted the supervisor with monthly and quarterly certifications to adhere to bank policies and federal regulations and compliance.
- Assisted customers in exploring potential options and available financial services
- Developed and implemented individual financial plans.
- Opened new accounts including checking, savings, credit cards
- Entered data and processed transactions efficiently and accurately
Lead Teller
Opus Bank
07.2011 - 05.2013
- Played instrumental role in creating new client relationships of high-net-worth individuals and their businesses.
- Contributed to bank revenue of $1.5M+ annually in deposit accounts and fees through product sales and referrals.
- Adhered to strict branch operations and guidelines.
- Processed standard teller transactions i.e.
- Check cashing, payments and deposits.
- Opened new accounts and familiarized new customers with bank policies, handled customer transactions.
- Identified potential needs through observation, questioning and listening.
- Maintained friendly and professional customer interactions.
- Established rapport with new clients to increase satisfaction and loyalty.
Senior Teller
JP Morgan Chase
09.2008 - 05.2011
- Achieved customer retention goals while increasing client profitability through cross selling, referrals and outstanding customer service.
- Processed standard teller transactions that included servicing client accounts, accepting mortgage loan and credit card payments, correcting discrepancies.
- Balancing multiple automatic teller machines, teller cash dispensers, two branch vault totaling $200,000+ daily.
- Maintained successful track record of fee generation via sales referrals and great customer service.
Education
High School Diploma -
EL Segundo High School
El Segundo, CA06-2001
Skills
- Issue and Complaint Resolution
- Building Customer Trust and Loyalty
- Strong Sense of Banking Ethics
- Creative Problem Solving
- Troubleshooting
- Verbal and Written communication
- Efficient and Detail-Oriented
- Upselling Products and Services
- Document and Records Management
- Time Management
- Business Development
- Excellent Attention to Detail
Timeline
Member Service Officer II
Credit Union of Southern California (Fr.PacTrans)
07.2022 - Current
Member Services Representative II
Xceed Financial Credit Union (Now Kinecta FCU)
06.2018 - 07.2022
Sr. Utility Specialist
Pacific Western Bank
01.2017 - 03.2018
Digital Banker
CIT Bank
10.2016 - 12.2016
Sales and Service/Operations Lead
First Citizens Bank
05.2013 - 02.2016
Lead Teller
Opus Bank
07.2011 - 05.2013
Senior Teller
JP Morgan Chase
09.2008 - 05.2011
High School Diploma -
EL Segundo High School
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