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Member Service Representative III Resume Example

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MEMBER SERVICE REPRESENTATIVE III
Professional Summary

Motivated banking professional possessing a strong commitment to quality member service coupled with superb communication skills. Builds member loyalty by effectively resolving problems and quickly processing transactions.

Member Service Representative adept at processing customer transactions, counting money and maintaining a balanced cash drawer with a high level of accuracy. Trained in all aspects of opening and closing procedures.

Results-oriented Customer Service professional commended for exceptional customer satisfaction ratings, speedy resolutions and consistent availability. Strategic and persuasive with 20 years of experience working in customer-facing environments. Accustomed to using tactful communication and active listening to creatively solve problems achieve positive outcomes.

Qualified member service with 20 years in fast-paced customer service and call center environments. Personable and professional under pressure.

Skills
  • Exceptional sales skills
  • Strong problem-solving capabilities
  • Self-sufficient
  • Energetic and proactive
  • Spanish-speaking
  • Excellent work ethic
  • Strong interpersonal skills
  • Previously held Series 6 & 63 and Life Insurance Licenses
  • Expert in financial analysis, financial planning and investments
  • Extremely organized
  • Account management
  • Database maintenance
  • Efficient and accurate
  • Organization and efficiency
  • Meticulous and organized
Work History
Member Service Representative III, 08/2020 to Current
Company Name – City, State
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
  • Completed training and worked effectively under high-pressure client services environments.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse member questions.
  • Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
  • Recommended specific products and services in alignment with individual needs, requirements and specifications.
  • Maintained accurate and current member account data with manual forms processing and digital information updates.
Member Service Representative, 02/2015 to 08/2018
Company Name – City, State
  • Executed member transactions, including deposits, withdrawals, cashier's checks, and checks
  • Organized, stocked and maintained teller window area
  • Continued education on current banking products and services through Business Accounting, Business Law, Business Labor Management and Business English courses
  • Opened accounts with cross sales of consumer loans, credit cards, online banking, direct deposit and web bill pay
  • Answered telephone inquiries on products including checking, savings, loans and lines of credit.
  • Maintained friendly and professional customer interactions
  • Advised members on financial planning, and educate them on personal loans, refinancing current loans and debt consolidation
  • Executed wire transfers, stop payments and account transfers
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
  • Managed administrative requirements to keep records up to date and complete timely forms for customer needs
Personal Banker , 10/2008 to 09/2012
Company Name – City, State
  • Organized and removed online banking files no longer in use
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Advised clients on mortgage, educational and personal loans
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Processed exchange and foreign currency
  • Executed wire transfers, stop payments, and account transfers
  • Sold cashier's checks, traveler's checks, and money orders
  • Created member account profiles on Chase online banking program
  • Processed quarterly Vault and ATM audits with zero error rate
  • Sold financial products including stocks, bonds, and mutual funds
  • Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
  • Recommended innovative alternatives to generate revenue and reduce unnecessary costs
  • Exercised judgment when dispensing information to maintain the confidentiality of sensitive information
Education
Some College (No Degree): Behavioral Sciences, Expected in 2022
California State University of San Bernardino - City
Associate of Arts: Administrative and Information Systems , 2015
Riverside Community College - City
Associate of Arts: Social and Behavioral Sciences , 2015
Riverside Community College - City
Accomplishments

    Worked with our branch as a team to meet or exceed our GYB goals. 

     Created lasting relationships with members. 

    Prevented fraud on several occasions by careful observation of deposits. 

  • Successfully trained and completed Bay Bridge Run, Wounded Warriors Run and looking forward in participating in many events that benefit the military and their families.
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Resume Overview

School Attended

  • California State University of San Bernardino
  • Riverside Community College

Job Titles Held:

  • Member Service Representative III
  • Member Service Representative
  • Personal Banker

Degrees

  • Some College (No Degree) : Behavioral Sciences , Expected in 2022
    Associate of Arts : Administrative and Information Systems , 2015
    Associate of Arts : Social and Behavioral Sciences , 2015

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