Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Skills
Service recommendations
Sales
Sales Goals
New Product Information
Customer Complaint Resolution
Product Knowledge
Insurance Knowledge
Database Management
Account management
Service standard compliance
Recordkeeping strengths
Staff education and training
Strategic sales knowledge
Multi-line phone talent
Professional telephone demeanor
International sales support
Sales expertise
Money handling abilities
Report preparation
Cash counting
65 WPM typing speed
Accounting systems and software
Night and safe deposit procedures
Compliance, banking laws and regulations
Accurate Money Handling
Customer Accounts Management
Upselling skills
Account updating
Transaction processing
Financial analysis
Financial services
Ledger and balance sheet competency
Financial Advising
Banking
Work History
01/2021 to 06/2022
Member Service Representative-NFCU Hybrid/RemoteCarmax – Ocala, FL,
Researched and rapidly resolved client conflicts to maintain key accounts.
Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
Responded to customer calls and emails to answer questions about products and services.
Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
Handled over 25 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and cancelling services.
Investigated and resolved customer inquiries and complaints quickly.
Educated customers about billing, payment processing and support policies and procedures.
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