Thet Soe
Las Vegas
Summary
Adept at relationship building and compliance awareness, I consistently exceeded sales targets at Mass Mutual Capstone Partners by leveraging my problem-solving skills and customer service expertise. My experience with Mountain America Credit Union honed my ability to deliver exceptional financial advice, enhancing member satisfaction and achieving performance metrics.
Overview
6
6
years of professional experience
Work History
Inbound FSR I (Remote)
Mountain America Credit Union
12.2024 - Current
- Built strong relationships with members through attentive listening, empathetic communication, and sound financial advice.
- Participated in ongoing professional development initiatives focused on enhancing knowledge of industry trends, regulatory changes, and emerging financial products.
- Exceeded performance metrics consistently by delivering exceptional financial services support to members.
- Enhanced member's satisfaction by promptly addressing financial inquiries and resolving issues.
- Recommended the right product and services based on members financial goals.
Member Experience Agent II (Remote)
Mountain America Credit Union
09.2023 - 12.2024
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Coordinated with cross-functional teams to ensure seamless service delivery.
Customer Experience Consultant (Remote)
CarMax
07.2021 - 09.2023
- Researched and resolved complex issues and appeals to facilitate prompt resolution.
- Developed and maintained positive relationships with customers via email, text, and phone calls.
- Proceed Auto Loan applications and vehicle transfer applications
- Identified and reported on utilization patterns to enhance quality of service delivery.
Vault Teller
Moneytree
01.2020 - 06.2021
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
- Managed high volumes of cash movement accurately, supporting the ongoing operation of the branch effectively.
- Greeted and welcomed customers with courteous and professional approach to drive prompt, accurate and efficient transactions.
- Properly processed deposits, withdrawals and payments for average of thirty customers daily.
Account Executive
Mass Mutual Capstone Partners
01.2019 - 12.2019
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Education
Bachelor of Science - Banking And Finance
University of Nevada, Las Vegas
Las Vegas, NV05-2019
Associate of Science - Business Administration And Management
College of Southern Nevada
Las Vegas, NV05-2017
Skills
- Compliance awareness
- Problem-solving skills
- Calm and professional under pressure
- Computer skills
- Customer service
- Sales expertise
- Relationship building and management
- Documentation review
Timeline
Inbound FSR I (Remote)
Mountain America Credit Union
12.2024 - Current
Member Experience Agent II (Remote)
Mountain America Credit Union
09.2023 - 12.2024
Customer Experience Consultant (Remote)
CarMax
07.2021 - 09.2023
Vault Teller
Moneytree
01.2020 - 06.2021
Account Executive
Mass Mutual Capstone Partners
01.2019 - 12.2019
Bachelor of Science - Banking And Finance
University of Nevada, Las Vegas
Associate of Science - Business Administration And Management
College of Southern Nevada
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