Yolanda Grier
Aurora,CO
Summary
Dynamic Member Service Advisor recognized for applying communication strengths and upselling techniques to boost sales. Hardworking professional offering 28 years of experience rendering support and services to members. Versed in investigating complaints and concerns, quickly processing transactions and cross-selling products.
Overview
28
28
years of professional experience
Work History
Member Service Advisor
Bellco Credit Union
Aurora, CO
10.1995 - Current
- Resolving member issues and problems in an expedient manner, with emphasis on communication and progress while providing excellent member service experience
- Developed an in-depth knowledge of retail and business products and services
- Exceeded cross-sell goals consistently by utilizing persuasive communication skills, product and service expertise and profiling members needs through the use of sales tools to ensure a consistent and valued member experience
- Build rapport with members, resulting in a high rate of repeat business and positive feedback from satisfied members
- Provided remarkable member service through all member interactions, opening new accounts, problem resolution, and account maintenance
- Originate and process loan applications from start to finish, while reviewing signed loan documents to make sure there were no errors, and the contract is perfected
- Respond to members requests, offering excellent service and tailored recommendations to address financial needs
- Maintained meaningful relationships with members by resolving their issues and engaging them to understand their financial needs.
Education
Bachelor's of Science in Business Administration in General Business -
University of Denver
Skills
- Cross-selling
- Attention to detail
- Product knowledge
- Active listening
- Goal oriented
- Training and mentoring
- Member service
- Problem solving
- Interpersonal skills
Accomplishments
- Received highest Award in December, 2022 for providing excellent member service.
- Achieved multiple awards for outstanding performance in 1st mortgage referrals.
- Received six Sales and Service Awards for meeting quarterly sales goals.
- Recipient of eight President's Club Awards for providing excellent member service.
Timeline
Member Service Advisor
Bellco Credit Union
10.1995 - Current
Bachelor's of Science in Business Administration in General Business -
University of Denver
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