Toni Phillips-Todd
Summary
Member Service Representative offering 16 years of experience assisting with accounts and service concerns for members while promoting company products and maintaining loyal relationships. Detailed oriented team player, organized, enthusiastic, reliable and self motivated.
Overview
18
18
years of professional experience
Work History
Member Service Representative
Westerra Credit Union
10.2014 - 03.2023
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Educated and engaged customers with new bank products and services to answer questions about products and services.
- Processed transactions which include deposits, withdrawals, transfers, CD's.
- Notary
Vault Teller / Teller Operations
Citywide Bank
01.2007 - 01.2014
- Process checks and cash for deposit, verify amounts, and check accuracy of deposit slips
- Count currency, coins, and checks received, by hand or using currency-counting machine, in order to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions using computers, calculators, and utilize 10 key
- Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
Manager, Office Administration
Phillips Foundation
01.2005 - 01.2007
- Plan, direct, or coordinate supportive services of an organization, such as recordkeeping, mail distribution, telephone operator/receptionist and other office support services
- Oversee facilities planning, maintenance and custodial operations
- Taking and transmitting telephone and electronic messages; managing the mail; keeping daily records of activities; depositing cash and checks and bookkeeping; updating and maintaining land and tax files, etc
- Direct or coordinate the supportive services department of a business, agency, or organization
- Prepare and review operational reports and schedules to ensure accuracy and efficiency
- Acquire, distribute and store supplies.
Education
BA – Business Management -
Barnes Business College
Denver, Colorado01.1977
Skills
- MS Word and Office
- 10 Key
- Symitar
- Intuit (QuickBooks Professional)
- MS Windows
Timeline
Member Service Representative
Westerra Credit Union
10.2014 - 03.2023
Vault Teller / Teller Operations
Citywide Bank
01.2007 - 01.2014
Manager, Office Administration
Phillips Foundation
01.2005 - 01.2007
BA – Business Management -
Barnes Business College
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