LiveCareer-Resume

member service representative resume example with 2+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary

Member Service/Data Entry Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Trained in Acellos (inventory and processing orders software) and Tier 3 (used to input customerā€™s personal info) as well as Aura Financial (used to run customers credit and backgrounds checks). Experienced in using Meridian Link , Symitar Epysis Quest, Dovenmuehle mortgage payment processing, wire transfers, check cashing, loan disbursements as well as loan applications and bill payment processing. Flexible to learn with changing business needs.

Skills
  • Account management
  • Sales knowledge
  • Complaint Resolution
  • Customer support
  • Service Recommendations
  • Cash handling abilities
Education and Training
Cerritos College Norwalk, CA Expected in 05/2024 ā€“ ā€“ Bachelor of Science : Business - GPA :
Norwalk High School Norwalk, CA Expected in 06/2019 ā€“ ā€“ High School Diploma : - GPA :
Experience
Coxhealth - Member Service Representative
Republic, MO, 09/2020 - 05/2021

MEMBER SERVICING

  • Initiated and lead conversations to identify and assess member needs.
  • Maintained and enhanced member account relationships by providing excellent member service.
  • Processed share deposit payments, loan payments, manual payrolls, and account transfers.
  • Disbursed cash and check withdrawals.
  • Completed member transactions accurately and timely within prescribed limits and guidelines, or received approval for exceptions.
  • Opened new membership accounts and assessed for accuracy and compliance
  • Researched and addressed member inquiries about credit union services and accounts.
  • Performed account maintenance as authorized.
  • Promoted credit union products and services.
  • Maintained base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments. Performed outbound calls to members as needed.
  • Achieved individual and branch growth goals.
  • Identified solutions in support of member needs.
  • Observed all security/internal controls, proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity.
  • Responded to electronic requests submitted by members and/or perform outbound calls to members in a professional prompt, efficient and accurate manner.

TELLER CASH HANDLING AND BALANCING

  • Opened, closed and balanced cash drawer daily
  • Maintained drawer cash levels within prescribed amounts.
  • Post and Log night, ATM and mail deposits. (Part of dual-control team.)
  • Adhered to general regulatory procedures including requirements of the Bank Secrecy Act and Anti Money Laundering rules
  • Accurate balancing within established time frames.
  • Balanced ATM per procedures (Part of dual control team).
  • Performed end of day process (e.g. branch balancing, check process, gathering end of day reports).
  • Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
Holt Of California - Sales Representative
Los Banos, CA, 06/2019 - 01/2020
  • Achieved and consistently exceeded revenue quota through product and service promotion during routine
  • Calls.
  • Drove team revenue totals by bringing in over 106 % out of 100 % goal in sales.
  • Cultivated customer loyalty, promoted repeat customers and improved sales.
  • Recommended loans to customers, thoroughly explaining details.
  • Entered customer interaction details in tier 3 to track requests, document problems and record solutions
  • Offered.
  • Evaluated account and service histories to identify trends, using data to mitigate future issues , program
  • Used Aura financial .
  • Provided primary customer support to internal and external customers in fast-paced environment.
  • Educated customers on promotions to enhance sales.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Provided information to customers regardin Prosperas 's charge card and loyalty program and helped to
  • Open and activate new accounts.
  • Responded to customer requests for products, services and company information.
  • Communicated with management when customer issues escalated and worked to find resolutions.
  • Initiated sales strategies by recruiting new clients through approved methods.
  • Utilized professional sales techniques to persuasively communicate with clients.
  • Completed customer contracts and warranties as part of administrative aspects of sales.
  • Trained and mentored new sales representatives.
Sonic Drive-In - Account Data Entry Clerk
Oviedo, FL, 05/2018 - 03/2019

Obtained scanned records and uploaded into database.

Ā· Corrected any data entry error to prevent later issues such as duplication or data degradation.

Ā· Entered client information into databases quickly and with minimal errors.

Ā· Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.

Ā· Managed accounts by reviewing and mitigating discrepancies and collaborating with account holders.

Ā· Completed accurate order entry, including data verification.

Ā· Created shipping and invoicing documents with accurate customer, destination and materials information

to meet shipper standards and identify any hazardous contents.

Ā· Double-checked customer orders and information before filling out order forms to prevent unnecessary

delays and errors.

McDonaldā€™s - Crew Member
City, STATE, 10/2017 - 04/2018

Ā· Resolved challenging customer complaints to full satisfaction, promoting brand loyalty and maximizing

repeat business.

Ā· Built positive relationships with customers to increase repeat business.

Ā· Maintained clean, sanitized and well-organized food preparation zones.

Ā· Consistently met sales targets by encouraging customers to buy extra food items such as drinks,

desserts and sides.

Ā· Checked completed orders for accuracy and bagged meals for easy carrying.

Ā· Promoted customer loyalty by efficiently handling food and service complaints.

Ā· Arranged food items on serving trays and placed in take-out packaging to produce orders for customers.

Ā· Processed payments and counted change to complete transactions.

Ā· Performed shift change tasks each day to keep store efficient and neat.

Ā· Assisted customers in choosing menu items by providing food complementing information.

Ā· Replenished condiments, beverages and supplies while maintaining cleanliness of service areas.

Ā· Prepared and expedited food orders to support waitstaff and other team members.

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Resume Overview

School Attended

  • Cerritos College
  • Norwalk High School

Job Titles Held:

  • Member Service Representative
  • Sales Representative
  • Account Data Entry Clerk
  • Crew Member

Degrees

  • Bachelor of Science
  • High School Diploma

By clicking Customize This Resume, you agree to ourĀ Terms of UseĀ andĀ Privacy Policy

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