Yuliza Ortega

- Promoted to Account Manager for consistently exceeding performance goals and providing exceptional service.

- Act as a liaison between members and the credit union, ensuring their needs are met with

professionalism and care.

- Process loan applications efficiently and in full compliance with federal and state regulations.

- Handle member service-related questions and resolve problems both in person and over the phone.

- Refer members to appropriate personnel for specialized assistance and product knowledge.

- Treat members with respect and prioritize their best interests in every interaction.

- Communicate effectively with prospective and current members, representing the credit union

positively.

- Perform a full range of transactional duties, including deposits, withdrawals, transfers, and loans payments with accuracy.

- Maintain detailed and accurate records of transactions while ensuring confidentiality of all current, past, and potential members.

- Provide cash receipt and payment services, balancing cash drawers daily and adhering to security standards.

- Greet and welcome members courteously, delivering prompt and efficient service to enhance satisfaction.

- Built strong member relationships by delivering courteous, efficient, and accurate service.

- Assisted members with transactions including deposits, withdrawals, and loan payments.

- Maintained compliance with credit union policies and regulatory standards.

- Provided cash handling services while ensuring accuracy and security.

- Supported members with inquiries and account issues, recommending solutions and products when appropriate

- Assist members with any questions or concerns.

- Provide excellent customer service.

- Answer phone calls when needed.

- Sale Sam’s Club credit card and memberships.

- Explain to members our credit card benefits and what we offer.

- Accurately processed POS transactions, including cash, debit and credit card sales.

- Delivered excellent customer service by greeting customers warmly and responding promptly to

requests.

- Accurately processed POS transactions, including cash, debit, and credit sales.

- Maintained store cleanliness, organization, and display standards to exceed customer expectations.

- Supervised and trained new employees, ensuring service quality and adherence to store procedures.