Member Service Consultant II Resume Example
Outgoing and dependable professional with 15+ years experience in the banking industry. Maintains excellent communication skills and problem resolution abilities. Possesses a high degree of integrity and maintenance of confidentiality. Very well organized with an emphasis on time management. Motivated and seeking new challenges in a full-time position that will build upon my financial institution knowledge.
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Sanofi – Baton Rouge , LA
- Demonstrates commitment to Foothill Credit Union company culture which include exceeding member expectations
- Effectively problem solves based off set-in-place company polices and procedures
- Member focused to understand and appropriately respond to meet needs
- Experience in identifying member issues, problem solving, decision making, and delivering results
- Provides account services to both members and potential members to help them understand the Credit Union and the range of products and services available
- Key responsibilities include opening new accounts, respond to member requests on account information, opening new shares, checking, certificates, and Individual Retirement Accounts (IRAs)
- Assists Foothill's Consumer Lending Department to help prepare loan documents including personal loans, credit cards, auto loans and DMV paperwork
- Signs all loan documents with members including Home Equity loans
- Provides notary services to members and non-members
- Familiar with Experian credit reporting and able to coach members to understand their score
- Responsible for scanning member documents and electronically filling to their member file via the Credit Union's electronic Synergy program
- Assists Operations Supervisor to help order cash for branch, balance branch vault, and audit and balance branch ATMs
- Works with little to no supervision while performing duties
- Responsible for the Credit Union's daily ATM Check Hold Report to determine member check holds at Foothill Credit Union ATMs and all 3rd party ATMs
- Extensive knowledge of financial institution regulatory and compliance programs including Bank Secrecy Act, Office of Foreign Assets Control, Patriot Act, and Customer Identification Program
- Took initiative to help forge a new relationship between Foothill Credit Union and San Antonio Regional Hospital and was part of the team who signed the hospital on as a new Selected Employee Group (SEG)
Abnb Federal Credit Union – Suffolk , VA
- Supported Advisor through personal document management, calendar organization and collateral preparation for meetings
- Daily administrative work included but not limited to paperwork filing, drawing up new client agreements, and email correspondence
- Performed general office duties, including answering multi-line phones, routing calls and messages and greeting visitors
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels
- Able to sit with advisor to understand market trades, vocabulary jargon, and different investment options
Foothill Federal Credit Union – City , STATE
● Completed daily settlement of electronic transactions for member accounts, weekly settlement of all automated teller machines (ATMs), and investigated and settled member fraudulent transaction claims
● Followed up with members about issues including completed fraud claims, transaction disputes, and online services to maintain high standards of customer service
● Responsible for posting all ACH (electronic transactions) exceptions and clearing all returned check deposits
● As part of Foothill's back office team, duties included supporting multiple departments throughout day while still working on daily tasks
Foothill Federal Credit Union – City , STATE
● Processed account transactions, which included but not limited to, reconciling and depositing daily funds, informed customers of Credit Union products, provided account status information, and assisted customers with account related issues such as fraudulent activity and identity theft
● Reported to branch manager with responsibility for ordering, maintaining, and tracking stock of office supplies
● Responsible for ordering cash for branch, stocking and balancing all automated teller machines (ATMs), and keeping daily balanced record of branch vault
● Interned in Foothill's Marketing Department weekly on basis to gain first-hand experience in business development, marketing strategy, branding, and use of social media in business
● Volunteered with "Team Foothill" - Volunteer based program to help assist Marketing with selected events hosted by Foothill Federal Credit Union to benefit local communities
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Resume Overview
School Attended
- California State University - Fullerton
- Citrus Community College
- Charter Oak High School
Job Titles Held:
- Member Service Consultant II
- Administrative Assistant
- Electronic Services Representative
- Member Service Representative II
Degrees
- Bachelor of Science : Political Science 2011
Associate of Arts : General Education 2007
High School Diploma 2003
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