Temukisa Ropeti

. Assists members by phone with a variety of transactions in an efficient, accurate, confidential and professional manner.

. Takes ownership of every member interactions, whether it includes a call back, extended research or assistance with other teams.

. Works independently and utilizes effective problem solving skills to resolve complex issues, effectively uses position authority and knowledge of operating security procedures to make on the spot decisions including exceptions,adjustments and overrides , referring situations authority level to the appropriate departments.

. Meet and exceeds individuals MSR key performance indicators and contributes to Member Service Center department goals.

. Provides member walk through on technologies offered by the credit union such as ATMs', DocuSign, Online Access. Mobile Deposit, Bill Pay, Mobile Wallet and other technologies provided by the credit union.

. Reviews suspicious or unusual transactions and items, approves transactions within defined authority levels. Uses outlined security procedures in conjunction with sound judgement to identify and defer potential fraudulent requests.

. Multi-task by working with multiple software programs concurrently to accurately complete requests while communicating with members.

. Remains up to date and educated on the credit union products, services and marketing promotions to best match the member's needs with the credit union offers.

In addition to the foundational behaviors of MSRs', a Senior Member Service Representative will:

. Provide support in the research and resolution of escalated member issues.

. Have more advanced authority to issue transaction overrides and expiring warnings.

. Update all member documentation according to procedure.

. Respond to member emails through Secure Message Center.

. Demonstrate strong leadership skills and lead by example in the areas of member service, risk management and overall employee experience.

. Meets or exceeds Senior MSR key performance indicators and contributes to Member Service Center department goals.

. Assist manager or assistant manager on other service tasks performed in the Member Service Center.

. Perform other duties as assigned.

• Assisted with month-end closing procedures, journal entry review, balance sheet analysis and monthly management report preparation.
• Calculated labor and overhead rates, annually updating costs.
• Conducted product inventories for clients' products and translated findings into detailed financial reports.
• Handled day-to-day accounting processes to drive financial accuracy.
• Entered figures using 10-key calculator to compute data quickly.
• Supported management by processing invoices and documents with consistent on-time delivery.
• Matched purchase orders with invoices and recorded necessary information.
• Managed complex problem-solving for upper management in order to complete projects on-time and within budget.

. Receives checks and cash deposits for processing, verify amounts and check to make sure they match deposit slips.

. Balance cash drawer at end of shifts in addition to making sure it's still balanced prior to closing.

. Prepare financial and regulatory reports per laws and regulations.

. Establish and maintain professional relationships with customers on each service provided.

. Record transactions and issue computer generated receipts.

In addition to being a teller, I was promoted to Proof Operator to:

. Reconcile financial transactions by reviewing, encoding, balancing checks deposits and withdrawal slips for accuracy.

. Perform high-volume data entry to verify and enter financial information into bank systems.

. Identify discrepancies such as amount mismatches or missing information and make necessary corrections.

. Accurately encode, endorse, and sort checks and deposit slips using proof machines.

. Strictly adhere to banking procedures, regulations, and privacy standards for handling sensitive customer data.

• Prepared and edited documents to produce precise, accurate and professional communication.
• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
• Informed and supported business leaders through consistent communication and administrative support duties.
• Schedule and confirm appointments for customers and maintain events on calendars.
• Prepare deposit slips for daily deposits.
• Verify accuracy of billing data and revise any errors.