SEARCH

Member Relationship Advisor I Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
MEMBER RELATIONSHIP ADVISOR I
Summary

I am highly motivated, responsible, and dependable. I am seeking a challenging opportunity that will allow me to apply my communication, computer, and organizational skills in a way that will be mutually beneficial to the organization that employs me as well as augmenting my own personal growth and development.

Skills
  • The ability to sell any product with no problem or difficulty.
  • Knowledgeable in Microsoft Word, Outlook and Excel
  • Bilingual (spanish)
Experience
Member Relationship Advisor ICompany Name | City, State | June 2016 - March 2019

Responsibilities

  • Determines requirements by working with member or business.
  • Answers inquiries by clarifying desired information; researching, locating and providing information.
  • Resolving problems by clarifying issues and exploring answers and alternative solutions; implementing solution; escalation unresolved problems.
  • Fulfills requests by clarifying desired information; completing transactions; forwarding requests.
  • Process loan applications and provide loan decisions to member. Maintaining thorough knowledge of the underwriting guidelines and procedures.
  • Build sustainable relationships and engage members by providing a superior level of service and support.
  • Sells additional services by recognizing opportunities to up-sell accounts; explaining new features.
  • Educate, encourage and sell members on the use of alternative delivery channels, by become experienced and familiar with any and all existing and new electronic services AmeriCU offers. Alternative delivery channels include; Direct Deposit, ATM's, Bill Payment, TeleLink (audio teller), On-line Banking, Shared Branching, Self-serve Kiosks, Bank To Bank & Person to Person online wire transfers, Money Management, Go Mobile, E-statements, Message Board (secure messaging), Support e-mail and Virtual Account access for account opening and loan applications, Freedom Link E-service package/IQ student package. All products and services provided by 3rd party venders offered through AmeriCU Credit Union.
  • Meet or exceed personal/team measurable, quality, target goals.
  • Maintains member database by entering information in "Core and CRM" systems.
  • Keeps equipment operational by following established procedures; reporting malfunctions.
  • Updates job knowledge by participating in educational opportunities, along with referring to knowledgebase articles to improve product/service knowledge and performance levels.
  • Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
  • Responsible for initial registration in NMLS database and for maintaining personal information. Data must be accurate and up-to-date.
  • Must abide by all requirements of the SAFE Act as outlined in the procedure manual.
Customer Service RepresentativeCompany Name | City, State | May 2012 - November 2015

Responsibilities

  • Highly skilled with math and account reconciliations
  • Excellent customer service skills
  • Strong interpersonal and oral communications abilities
  • Good at problem- solving when faced with customer issues
  • Good ability to answer customer questions regarding available bank products
  • Strong leadership and supervisory abilities
  • Good ability to recommend solutions to improve financial success
  • Good functional analytical skills

Skills Used

The ability to sell any product with no problem or difficulty.

Head TellerCompany Name | City, State | October 2008 - November 2015

Responsibilities

  • Very knowledgeable lead teller has eight years of experience working in a teller supervisory capacity. Has excellent customer service skills and ensures tellers follow bank procedures at all times. Possesses a strong ability at drawer reconciliations and has a thorough understanding of double- counting procedures.
  • Handles transactions, including foreign exchange; Bank Secrecy Act (BSA), reporting and correcting discrepancies.
  • Balance Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary Adheres to safe deposit box procedures/ operations and guidelines Establishes and solidifies Customer relationships by providing legendary Customer Service.
  • Provided approvals when needed to complete certain transactions.
  • Supervised all tellers in lobby and drive thru areas.
  • Greeted customers upon entry to bank lobby.
  • Performed drawer reconciliations and made coin and cash vault deposits.
  • Assisted tellers in answering complex customer account questions when needed.
  • Made certain all teller had the correct amounts in drawers at the beginning and end of t their shifts.
Education and Training
High School DiplomaGarfield High School | | City, State | June 2006
Some College (No Degree): AccountingBergen Community College | City, State
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

School Attended

  • Garfield High School
  • Bergen Community College

Job Titles Held:

  • Member Relationship Advisor I
  • Customer Service Representative
  • Head Teller

Degrees

  • High School Diploma
    Some College (No Degree) : Accounting

Similar Resumes

View All
Advisor-I-resume-sample

Advisor I

Katy, Texas