TJ Wadley
Lewiston,ID
Summary
With a proven track record at Potlatch No 1 Financial Credit Union, I excel in customer service and financial transactions, enhancing member satisfaction and loyalty through expert relationship building and effective dispute resolution. My mentoring of new hires and knack for escalating handling underscore my comprehensive skill set, driving operational excellence.
Overview
13
13
years of professional experience
Work History
Member Service Representative
Potlatch No 1 Financial Credit Union
04.2024 - Current
- Helped large volume of members every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Enhanced member satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Consistently met or exceeded performance metrics through proactive management of workload and effective prioritization.
Experience Lead
Potlatch No 1 Financial Credit Union
11.2022 - 04.2024
- Resolved member complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both members and the company alike.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Responded proactively and positively to rapid change.
- Created schedules, while adhering to staff's work-life balance.
Member Service Representative
Potlatch No 1 Financial Credit Union
08.2021 - 11.2022
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Verified member identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
- Opened member accounts and provided deposit and withdrawal receipts.
- Educated and engaged members with new bank products and services.
Teller
Potlatch No 1 Financial Credit Union
06.2020 - 08.2021
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed member transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting members warmly upon arrival and addressing them by name when possible.
Customer Service Representative
Big 5 Sporting Goods
07.2014 - 06.2020
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Helped customers complete purchases, locate items, and join reward programs.
- Restocked and organized merchandise in front lanes.
- Assisted customers with returns, refunds and resolving transaction issues.
- Other duties, as necessary.
Customer Service
White Pine Foods
12.2011 - 06.2014
- Reduced product spoilage by closely monitoring expiration dates and rotating stock as needed.
- Improved overall store appearance through diligent maintenance of shelves, aisles, and display areas, attracting more customers to explore products on offer.
- Promoted a clean and safe shopping environment by regularly maintaining store cleanliness and adhering to safety guidelines.
- Assisted in the training of new employees, providing guidance on store policies, procedures, and product information to ensure a more seamless transition into their roles.
- Engaged customers and provided very high level of service and support, helping find desired products and items.
Education
Bachelor of Science - Kinesiology
Lewis-Clark State College
Lewiston, ID05-2019
High School Diploma -
Deary High School
Deary, ID05-2014
Skills
- Customer service
- Relationship building
- Financial transactions
- Customer support
- Call center experience
- Dispute resolution
- Escalation handling
- Transaction processing
- Product recommendations
- Complaint handling
Timeline
Member Service Representative
Potlatch No 1 Financial Credit Union
04.2024 - Current
Experience Lead
Potlatch No 1 Financial Credit Union
11.2022 - 04.2024
Member Service Representative
Potlatch No 1 Financial Credit Union
08.2021 - 11.2022
Teller
Potlatch No 1 Financial Credit Union
06.2020 - 08.2021
Customer Service Representative
Big 5 Sporting Goods
07.2014 - 06.2020
Customer Service
White Pine Foods
12.2011 - 06.2014
Bachelor of Science - Kinesiology
Lewis-Clark State College
High School Diploma -
Deary High School
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