Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

TATRIANA CAMPBELL

Houston,TX

Summary

Proficient Financial Services Representative experienced in member services, consumer lending, and financial product sales. Expertise in identifying member needs, cross-selling products, and resolving account issues. Committed to building strong member relationships and driving branch growth while consistently exceeding service expectations.

Overview

2
2
Languages
7
7
years of professional experience

Work History

Financial Services Representative

Member Source CU
Houston, TX
01.2026 - Current
  • Identify member financial needs and recommend appropriate products and services.
  • Generated referrals and contributed to branch growth through cross-selling initiatives, strengthening client relationships.
  • Conducted outbound member outreach to update account information and promote lending and deposit products, driving engagement.
  • Resolve complex member concerns while delivering exceptional service and strengthening member relationships.
  • Assisted members with consumer banking needs, account maintenance, and loan inquiries, enhancing member satisfaction.
  • Maintain knowledge of credit union products, procedures, and regulatory requirements.

RRT

PNC National Bank/National City Bank
Kingwood, Texas
02.2022 - 01.2024
  • Assisted customers with comprehensive banking services, including opening and closing accounts, processing deposits and withdrawals.

• Top-performing teller in the region at PNC, ranking #1 for referrals and sales goals, including checking accounts, credit cards, and loan applications.

• Delivered exceptional customer service through strong interpersonal and communication skills

• Educated customers on strategies to lower loan interest rates, enhancing financial literacy and customer satisfaction

• Ensured accuracy and compliance in all transactions and records through meticulous attention to detail, safeguarding customer trust

• Utilized Microsoft Excel to organize, track, and report financial data

• Coordinated administrative duties, including scheduling appointments and organizing client files, to streamline branch operations and improve service delivery

Debt Collector

FMA Alliance
Houston, TX
12.2019 - 03.2021
  • Negotiated payment arrangements, facilitating resolution of outstanding balances for consumers and improving recovery rates.
  • Managed delinquent accounts, ensuring compliance with collection regulations and company policies to mitigate risk.
  • Consistently met productivity and performance goals in a high-volume call environment.
  • Maintained detailed records and prepared portfolio performance reports, enhancing tracking of collection progress and strategy effectiveness.
  • Researched account histories and documented collection activities with accuracy.

Education

High School Diploma -

Davis High School
Houston
06-2016

Some College (No Degree) - Criminal Justice

Lone Star College
Houston, TX

Skills

  • Consumer Lending
  • Loan Processing
  • New Account Opening
  • Deposit Products
  • Cross-selling
  • Financial education
  • Member engagement
  • Member outreach
  • Credit Union Operations
  • Branch Operations
  • Cash management
  • Compliance management
  • CRM Systems
  • Microsoft Office Suite
  • Retention strategies

Languages

English
Professional
Spanish
Limited

Timeline

Financial Services Representative

Member Source CU
01.2026 - Current

RRT

PNC National Bank/National City Bank
02.2022 - 01.2024

Debt Collector

FMA Alliance
12.2019 - 03.2021

High School Diploma -

Davis High School

Some College (No Degree) - Criminal Justice

Lone Star College
TATRIANA CAMPBELL