TARA ANGEL
Pace,FL
Overview
14
14
years of professional experience
Summary
Dedicated member services professional with expertise in customer relations and issue resolution. Strong conflict management and communication skills enhance team collaboration and adaptability in fast-paced environments. Focused on delivering exceptional service to elevate customer satisfaction and support organizational success through reliable, goal-oriented strategies.
Work History
Senior Member Service Representative
PenAir Credit Union
Pensacola, FL
02.2024 - Current
- Providing exceptional customer service to members, addressing inquiries and resolving issues in a timely and professional manner
- Promoted credit union products and services, aligning offerings with individual member needs to enhance satisfaction
- Resolves member complaints effectively by actively listening, empathizing, and finding appropriate solutions
- Collaborates with other departments to resolve complex member issues or requests
- Educates members on online banking platforms and assisted with setting up accounts for digital access
- Review account documentation for compliance with credit union regulations and internal controls.
Universal Banker
Hancock Whitney Bank
Pensacola, FL
05.2020 - 02.2024
- Opened new customer accounts at the bank
- Creates new consumer and commercial loans, credit cards, and lines of credit
- Promoted and sold bank products and services, enhancing client engagement
- Accept cash, checks, and other forms of payments and deposits
- Provided financial advice and guidance to clients, improving account management
- Followed up on leads and made outbound calls to increase client acquisition
- Follows up on leads and makes outbound calls
Teller
Wells Fargo
Pensacola, FL
04.2018 - 08.2020
- Processed customer deposits, withdrawals, and payments with high accuracy, maintaining trust
- Paying close attention to checks, making sure they have been correctly written out, endorsed, and dated
- Shredded confidential documents securely to protect sensitive information.
- Recommended bank products tailored to customer needs, enhancing customer satisfaction
- Completed tasks in accordance with legal requirements and deadlines, ensuring compliance
- Shredding confidential documents that are no longer needed and must be destroyed
Teller
The First, A National Banking Association
Pace, FL
08.2019 - 05.2020
- Recorded transactions by logging checks and preparing transaction reports to ensure accurate financial records
- Counted and packaged currency accurately for distribution
- Reconciling cash drawers
- Recording transactions, which involves logging checks and preparing transaction reports
- Processed foreign currency exchanges to meet customer needs
- Promoted bank products and services to enhance customer engagement and satisfaction
- Keeping customers’ personal information confidential
- Communicating with other bank team members
Bank Teller
Gulf Winds
Pensacola, FL
02.2014 - 04.2018
- Provided account services to customers by accepting and validating deposits of checks and cash, ensuring accuracy and security
- Provides account services to customers by accepting deposits of both checks and cash while validating negotiable items
- Quickly established credibility with clients and remembered over 50 + names of regulars, creating a friendly rapport with customers
- Established credibility with clients by remembering over 50 names of regulars, fostering strong customer relationships
Retail Store Manager
T-Mobile
Pace, FL
04.2012 - 02.2014
- Recognized as manager of the year for two consecutive years, 2012 and 2013.
- Presented power points and excel documents to regional directors, filed and maintained daily paperwork, conducted inventory evaluations, planned marketing events to increase sales, resolved customer conflicts, managed payroll and employee leave, and built relationships with new customers
- Recruited, trained, and mentored employees, developed individual sales game plans, and organized weekly team motivational games to enhance employee engagement
Education
High School Diploma -
Pace High School
Pace, FL05-2002
Skills
- Consumer & Commercial Lending
- Loan Origination
- Operational
- Problem Resolution
- Detail-Oriented Processing
- Account management
- Consumer lending
- Banking systems
- Customer service expertise
- Service Excellence
- Client Follow-Up
- Regulatory Compliance
- Relationship building
- Customer Engagement
- Cross-Department Collaboration
- Customer service expertise
Personal Information
Work Permit: Authorized to work in the U.S. for any employer
Timeline
Senior Member Service Representative
PenAir Credit Union
02.2024 - Current
Universal Banker
Hancock Whitney Bank
05.2020 - 02.2024
Teller
The First, A National Banking Association
08.2019 - 05.2020
Teller
Wells Fargo
04.2018 - 08.2020
Bank Teller
Gulf Winds
02.2014 - 04.2018
Retail Store Manager
T-Mobile
04.2012 - 02.2014
High School Diploma -
Pace High School