Shoundel Pinckney
Greer,SC
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Member Service Advisor III
Spero Financial
03.2023 - Current
- Provides comprehensive assistance to members addressing inquiries, concerns, and requests related to meeting financial needs
- Having the ability to handle more complex member issues that may require knowledge of policies, services, and products
- Educating members on additional services or products they may benefit from and assisting members with retention through excellent customer service
- Helps train junior staff and provides guidance and mentorship in customer service practices and credit union knowledge
- Constantly keeping compliance, a priority by complying with company policies and industry regulations
- Certified Credit Union Financial Counselor (CCUFC) who provides financial counseling services to help members improve their financial well-being under financial education, debt reduction, and other qualities that will help demonstrate strong understanding of personal financial management
Lead Virtual Experience Officer
Southern First
12.2020 - 02.2023
- Oversee the day-to-day customer operations to ensure exceptional customer experience at all stages of customer engagement
- Answering phone calls from clients to guide them and process any immediate banking request from all clients
- Completing daily tasks such as operations, bank links, and other online correspondence with clients
- On board new team members and create training plans for them to master their essential job duties, tasks, and responsibilities
Service Manager
Wells Fargo
03.2016 - 12.2020
- Responsible for leading the team and serving as a role model by providing excellent customer service
- Manage risk, accountable for applicable regulations, procedure requirements, audit, and escalation procedures
- Coach and provide feedback leveraging performance management tools and processes
- Support customers in resolving or escalating concerns or complaints
- Manage teams schedule and lead the day-to-day operations of the teller line
- Servicing ATMs on all levels from adding cash, auditing, and correcting any errors within the ATM
Personal Banker
Wells Fargo
09.2015 - 03.2016
- Open and manage customer bank accounts and finances
- Assisted customers and referred to partners to cater to their specific financial needs
- Create relationships with small businesses to enhance day-to-day financial procedures
- Providing leadership and teamwork skills by partnering with tellers to conduct necessary duties
Education
Management associate - applied science
Greenville Technical College
Greenville, SC01.2015
Skills
- Branch operations
- Branch management
- Excellent people skills
- Relationship building
- Coaching methodology
- Excellent communication skills
- Verbal communication
- Written communication
- Ability to perform in a rapid moving environment
- Complaint handling
- Critical thinking
- Proficient in Microsoft Office: Word, Excel, Powerpoint
Certification
- Certified Credit Union Financial Counselor (CCUFC)- Spero Financial - August 2023
Timeline
Member Service Advisor III
Spero Financial
03.2023 - Current
Lead Virtual Experience Officer
Southern First
12.2020 - 02.2023
Service Manager
Wells Fargo
03.2016 - 12.2020
Personal Banker
Wells Fargo
09.2015 - 03.2016
Management associate - applied science
Greenville Technical College
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