
Customer service professional with 3+ years of experience supporting Credit Union members with financial services through call center and digital platforms. Proficient in managing high volumes of inbound calls, secure messages, emails, and faxes while accurately assisting with financial transactions and cash-related requests. Recognized for exceeding performance expectations, including achieving 203% of referral goals in the most recent quarter. Proven ability to collaborate with branch and operations teams to resolve member needs efficiently, maintain compliance, and deliver exceptional digital member experiences in regulated settings. Based in Reno, Nevada at the Reno Operations Center.
• Review & Process online applications for new accounts, ensuring accuracy, completeness, and compliance with credit union policies and regulatory requirements.
• Respond to member inquiries through secure messaging platforms, providing timely, accurate assistance on accounts, transactions, and digital banking services.
Prioritization & Task Management
Compliance & Policy Adherence
Highly Adaptable
Knowledge Transfer & Skill Building
Financial Transaction Processing
Cross-Training Coordination