Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Trinity Ross

Anderson

Summary

Knowledgeable and dedicated customer service professional with extensive experience in financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success and growth. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Member Service Advisor I

Spero Financial
03.2024 - Current
  • Proven ability to learn quickly and adapt to new situations.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Cross-sold credit cards, loans and other bank products.
  • Conducted regular self-assessments of performance to identify areas for growth or improvement within the role of a Member Service Advisor.
  • Executed wire transfers, stop payments and account transfers.

Teller

Upstate Federal Credit Union
06.2023 - 02.2024
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.

Manager

Starbucks Coffee Co.
08.2021 - 06.2023
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service.
  • Onboarded new employees with training and new hire documentation.
  • Developed and maintained relationships with customers and suppliers.

Education

Associate of Science - Business

Tri County Technical College
Pendleton
05.2025

High School Diploma -

Westside High School
Anderson, SC
06.2022

Skills

  • Exceptional customer service
  • Professionalism and Courtesy
  • Excellent time management skills
  • Cash handling and management
  • Transaction processing accuracy
  • Relationship building and management
  • Goal-oriented focus
  • Compliance, banking laws, and regulations
  • Banking Product Knowledge
  • Sales and Cross-Selling

Certification

Microsoft Office Certified

Timeline

Member Service Advisor I

Spero Financial
03.2024 - Current

Teller

Upstate Federal Credit Union
06.2023 - 02.2024

Manager

Starbucks Coffee Co.
08.2021 - 06.2023

Associate of Science - Business

Tri County Technical College

High School Diploma -

Westside High School
Trinity Ross