Hardworking employee with member service, multitasking, and time management abilities. Devoted to assisting every member with a positive and memorable experience.
Overview
17
17
years of professional experience
Work History
Digital financial services representative II
Numerica Credit Union
Spokane Valley, Washington
12.2019 - Current
Educated clients on financial products and services to enhance understanding and informed decision-making.
Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
Processed loan applications and verified member information to facilitate efficient lending decisions.
Resolved member concerns and escalated complex issues to ensure timely and effective solutions.
Assisted members with account inquiries and transaction processing.
Ensured that all customer inquiries were answered promptly and completely.
Opened new accounts for new and existing members.
Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
Supported compliance efforts by adhering to company policies and regulations.
Worked collaboratively with other departments to provide comprehensive solutions for clients.
Established strong and positive working relationships within the organization to contribute to team success.
Card Services Representative II
Numerica Credit Union
Spokane Valley
05.2013 - 12.2019
Collaborated with team members to enhance member service experiences consistently.
Monitored account activity for potential fraud or suspicious transactions diligently.
Provided support during the implementation of new software systems seamlessly.
Trained new staff on procedures and best practices for member interactions effectively.
Advised customers on best practices for managing their accounts safely and securely.
Assisted other departments in resolving complex problems related to card services activities.
Handled incoming calls from customers regarding technical issues related to cards usage.
Maintained knowledge of current regulations governing the use of debit and credit cards as well as applicable laws.
Investigated disputed charges on customers' accounts and provided resolution within established guidelines.
Recommended improvements in products, service and billing methods to management to prevent future problems.
Teller specialist II
Numerica Credit Union
Hayden, Idaho
12.2009 - 04.2013
Processed member transactions efficiently and accurately.
Managed cash drawer, ensuring proper balance at the end of each day.
Handled large amounts of cash accurately and securely throughout the day.
Adhered to all bank policies and procedures related to teller operations.
Trained new tellers on operational procedures and customer service standards.
Provided excellent customer service by greeting customers warmly upon entering the branch.
Assisted members with account inquiries and service requests effectively.
Educated customers on various financial products and services available.
Financial Service Representative II / Loan Officer at Arkansas Federal Credit UnionFinancial Service Representative II / Loan Officer at Arkansas Federal Credit Union