Member Service Advisor Resume Example Sefcu

MEMBER SERVICE ADVISOR

Summary

Personable and dedicated Customer Service Representative with extensive experience in banking and restaurant industry. Solid team player with upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Skills

Excellent communication skills
MS Office proficient
Customer relations
Team management

Organizational strengths
High-energy attitude
Customer service

Experience

Member Service Advisor12/2019 － CurrentSefcuAlbany, NY

Helped customers open and close accounts, apply for loans and make sound financial decisions.
Verified amounts and integrity of every check or funds transfer.
Maintained optimal financial controls by securing funds and making accurate transactions.
Modified, opened and closed customer accounts.
Advised customers on bank products, services and financial planning options.
Oversaw branch team with 5 customer service representatives and implemented training for all new employees.
Identified and reported suspicious behavior to security personnel as appropriate.
Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
Prepared official checks for customer and internal bank needs.
Processed new accounts, including checking and savings accounts credit applications.

Member Specialist06/2019 － 12/2019SEFCUSchenectady , NY

Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
Verified amounts and integrity of every check or funds transfer.
Responded and assisted customers with account inquiries and updates.
Processed customer transactions, including loan payments, safe deposit boxes and check-cashing.
Entered transactions into computer and issued customer receipts.
Reconciled cash and checks against computer records at end of shift.
Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy.
Warmly welcomed customers and offered pleasant service during entire transaction.
Maintained optimal financial controls by securing funds and making accurate transactions.
Prepared official checks for customer and internal bank needs.
Identified and reported suspicious behavior to security personnel as appropriate.

Solutions Specialist01/2019 － 06/2019SEFCUAlbany , NY

Evaluated customer account information to assess current issues and determine potential solutions.
Answered incoming calls in high volume call center
Assist members with basic transactions; transfers, loan payments, set up automatic payments.
Answer account related questions.

Server/ Bartender 09/2014 － 09/2019Buffalo Wild WingsClifton Park, NY

Operated POS terminals to input orders, split bills and calculate totals.
Maintained table settings by removing courses, replacing utensils and refilling beverages promptly.
Recommended daily specials, wine selections and desserts to guide patrons toward more profitable items.
Satisfied customers by keeping drinks topped off and anticipating needs such as condiments and extra napkins.
Completed opening and closing checklists, including emptying trash, safeguarding alcohol and polishing silverware.
Maximized team performance by training new employees on proper food handling, guest expectations and restaurant protocols.
Communicated effectively with kitchen staff regarding customer allergies, dietary needs and other special requests.
Checked patrons' identification to ensure minimum age requirements for consumption of alcoholic beverages.
Recorded orders and partnered with team members to efficiently serve food and beverages.
Cleaned dining area between guests with efficient sweeping, glass washing and spill removal.
Restocked nonperishables and other items, including condiments and napkins from inventory to keep pantry well-supplied.
Added special garnishes and other finishing touches to improve visual impact of plates and contrast or add flavor to dishes.
Stayed up-to-date on latest in mixology trends, bar equipment and sanitation standards.
Operated cash register and Point of Sale (POS) system for transactions and made proper change for cash transactions.
Supported servers by preparing specialty drinks for patrons in all areas of establishment.
Stocked bar with beer, wine, liquor and related supplies, including straws, garnishes, ice, glassware and napkins.
Restocked beer and liquor on regular schedule and after special events to prepare for forecasted needs.

Education and Training

06/2011High School Diploma:Scotia-Glenville Senior High SchoolScotia, NY

05/2013Associate of Arts:Fulton-Montgomery Community CollegeJohnstown, NY

Resume Overview

Companies Worked For:

Sefcu
SEFCU
Buffalo Wild Wings

School Attended

Scotia-Glenville Senior High School
Fulton-Montgomery Community College

Job Titles Held:

Member Service Advisor
Member Specialist
Solutions Specialist
Server/ Bartender

Degrees

06/2011 High School Diploma : Scotia-Glenville Senior High School
05/2013 Associate of Arts : Fulton-Montgomery Community College

Member Service Advisor Resume Example

Resume Score: 80%

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