Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.
Overview
27
27
years of professional experience
Work History
Member Service Representative III
SRP Federal Credit Union
11.1996 - 01.2024
Acted as primary source of product information for 30 daily members and 11 staff inquiries
Fully complied with all SRP Credit Union policies, procedures, guidelines and service standards including but not limited to Bank Secrecy Act, Patriot Act and OFAC Policies
Responsible for offering Credit Union products and services
Promoted Credit Union services using member benefit-based approach to aid members in obtaining their financial goals
Gathered all necessary information to complete memberships, business memberships, deposit and loan accounts/applications and maintenance
Communicated loan decisions
Disbursed complete documentation required for each account and loan in accordance with established policies and procedures
Provided Notary Services for members
Successfully met or exceeded sales and service goals set by management
Assisted members with fraud, discrepancies or any questions pertaining to their account
Performed basic teller transactions
Exercised assigned approval authority in certain situations, including check acceptance and wire transfer
Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes
Opened customer accounts and provided deposit and withdrawal receipts
Educated and engaged customers with new bank products and services
Resolved customer issues through thorough dispute investigation
Helped large volume of customers every day with positive attitude and focus on customer satisfaction
Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors
Member Service Representative III at Navy Federal Credit Union 40 Hours/WeekMember Service Representative III at Navy Federal Credit Union 40 Hours/Week