Dynamic professional with extensive experience in customer service and account management at Georgia United Credit Union. Proven ability to resolve member complaints effectively while ensuring compliance with regulations. Skilled in cash handling and fostering strong relationships, contributing to improved member satisfaction and operational efficiency.
Overview
6
6
years of professional experience
Work History
Member Consultant
Georgia United Credit Union
Cartersville, Georgia
08.2023 - Current
Resolved member complaints in a timely manner.
Conducted outbound calls to follow up with new accounts or check in with inactive accounts.
Balanced cash drawer daily and prepared currency transaction reports as required by regulation.
Explained the features of various products and services available to members.
Provided excellent customer service to members and potential members.
Assisted other departments when needed including loan processing or collections activities.
Educated members on the benefits of using online banking tools.
Communicated with members regarding account information, transactions and inquiries.
Recognized security risks to properly handle situations.
Sales to Finance Assistant
Palm Beach Harley Davidson
West Palm Beach, FL
10.2021 - 06.2023
Provided administrative support to the finance department, such as filing documents and responding to queries.
Developed procedures for improving efficiency within the department.
Ensured compliance with statutory regulations related to finance operations.
Performed database entry updates to keep information current.
Assisted managers with additional duties during employee absences.
Ensured confidentiality and security of financial records.
Desk Assistant
Palm Beach Harley Davidson
West Palm Beach, FL
11.2019 - 10.2021
Maintained an organized filing system of confidential client information in accordance with company policy.
Assisted with special projects assigned by management when required.
Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
Performed data entry tasks into various computer systems accurately and promptly.
Monitored office supplies inventory and placed orders when necessary.
Ensured that all necessary forms were completed accurately prior to submitting them for processing.
Developed and maintained a filing system for essential documents, improving office organization.
Receptionist
Palm beach Harley Davidson
West Palm Beach, Florida
04.2019 - 11.2019
Answered, screened, and forwarded incoming phone calls while managing multi-line telephone systems.
Reviewed and processed incoming mail, packages, and deliveries.
Tracked inventory levels of office supplies and ordered new items when necessary.