Summary
Overview
Work History
Education
Timeline
Generic

Zachary Anguiano

San Antonio,TX

Summary

Accomplished Member Relationship Specialist with 4+ years of experience in handling member issues to boost satisfaction and accomplish strategic objectives. Skillful in managing routine member requirements, company standards and successful customer service techniques. Talented relationship-builder and analytical problem-solver. Excellent records management and administrative skills. Skilled at collaborating with interdepartmental units to identify and implement proactive solutions.

Overview

5
5
years of professional experience

Work History

Member Relationship Specialist

Credit Human Federal Credit Union
04.2021 - Current
  • Streamlined operational processes by implementing efficient workflow procedures that reduced wait times for members .
  • Enhanced member satisfaction by effectively resolving complex issues and inquiries in a timely manner.
  • Manage various tasks associated with compliance risk, process improvement, and new product implementation.
  • Develop and implement policies and procedures to maintain compliance with regulatory financial service standards.
  • Build relationship with community partners and provide resources for members in need to fulfill Credit Human's mission.
  • Conduct seminars and workshops on financial literacy.
  • Oversee critical operations, including audits, budget management, member satisfaction, and maintenance of the Financial Health Center.
  • Collaborate with various departments to achieve common goals and shared outcomes.
  • Achieved high levels of member satisfaction through empathetic listening and effective problem-solving skills.
  • Assisted in development of staff training materials, contributing to the growth and knowledge of fellow team members.
  • Operated in self-directed environment with minimal input to solve problems and implement resolutions.
  • Served as a liaison between back-office departments and front-line staff, ensuring seamless communication regarding policy updates or changes affecting member accounts or services.
  • Provided educational resources to members regarding financial management, budgeting, and credit-building strategies.
  • Maintained up-to-date knowledge on credit union products and services, allowing for accurate information sharing with members at all times.

Senior Teller /Account Service Representative

Credit Human Federal Credit Union
02.2020 - 04.2021
  • Resolved complex customer issues promptly and professionally, maintaining a focus on achieving positive outcomes for both the member and the credit union.
  • Delivered exceptional service while managing high-volume cash transactions during peak business hours without compromising accuracy or efficiency levels.
  • Conducted thorough audits of teller cash drawers, vaults, and ATMs, contributing to branch compliance with internal controls and regulatory standards.
  • Enhanced customer satisfaction by efficiently processing transactions, addressing inquiries, and providing tailored financial services.
  • Listen and capture member stories.
  • Offer solutions, products, and services that would be in the members best interest to help them achieve financial stability.
  • Educate and have difficult conversations with our members, while showing each member human dignity.
  • Take pride in our work, and show craftsmanship with each and every interaction, transactional or educational, with our members.
  • Train, develop, and aid tellers in understanding Credit Human policies and procedures, and providing a positive member experience.
  • Coordinate daily tasks amongst tellers, and make quick decisions based off the business needs in the moment.
  • Utilize proper time management in order to fulfill opening and closing tasks.

Assistant Manager

Abercrombie & Fitch
02.2019 - 02.2020
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Boost sales, create sales goals, be aware of business key performance indicators (i.e conversion)
  • Initiated product request and display products in a stylish unique manner in alignment with our brand
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.

Education

Kinesiology Exercise Physiology, Business Minor

The University of Texas At San Antonio
San Antonio, TX

Medallion Signature Guarantee Certified
10.2023

CUNA Certified Credit Union Financial Counselor
04.2022

#13286373-9

Notary Public
01.2021

Timeline

Member Relationship Specialist

Credit Human Federal Credit Union
04.2021 - Current

Senior Teller /Account Service Representative

Credit Human Federal Credit Union
02.2020 - 04.2021

Assistant Manager

Abercrombie & Fitch
02.2019 - 02.2020

Kinesiology Exercise Physiology, Business Minor

The University of Texas At San Antonio

Medallion Signature Guarantee Certified

CUNA Certified Credit Union Financial Counselor

#13286373-9

Notary Public

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Zachary Anguiano