Member Services Specialist resume example with 3+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Bilingual Customer Service Representative quickly and effectively resolves complaints and issues. Dedicated to improving branch revenue through innovative relationship building and proactively supporting the “sales and service” culture. Supplying excellent customer service, bilingual in English/Spanish, and ready to help the company achieve its goals.
Skills
Transaction Processing.
Spanish Fluency.
Verbal and Written Communication.
Understanding Customer Needs.
Upselling Products and Services.
Multitasking and Prioritization.
Team-Oriented and Cooperative.
Computer skills: Microsoft Office. (1 year)
Costumer service.
Time management.
Banking (2 year).
Computer Skills.
Microsoft Office.
Payment Processing.
Workflow Coordination.
Relationship Building.
Experience
04/2022 to 09/2022Member Services SpecialistAccess Development | Salt Lake City, UT,
Knowledge of the products and services offered by the credit union, including mortgages, loans, checking and savings accounts, vehicle loans, money market accounts, certificates accounts, etc.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Advised customers on bank products, services and financial planning options.
Modified, opened and closed customer accounts.
Answers all incoming calls in a professional, prompt, and courteous manner.
Processes all service requests for members such as stop payments, check orders, address changes, card ordering, and account maintenance.
Supplies correct information about our loans, CD's and savings rates, fees, account balances, and activity.
Processes all transaction requests for members, such as payments, transfers, deposits, cash advances, outgoing wires, and withdrawals with accuracy and following our policy and procedure guidelines.
Understands the credit union’s financial goals and strategic direction.
Utilizes account information to ask pertinent questions to assess members’ financial needs to offering the best products and services to cross-sell.
Supplies efficient and professional service to all members concerning all branch functions including teller processing and member services.
Accurately opens and closes memberships as needed.
Built and maintained client relationships through quality, personalized interactions.
Earned high volume of referrals as part of bank's sales incentive system.
03/2021 to 05/2022Vault TellerUniversal Orlando | Hollywood, CA,
Process standard teller transactions for customers, including servicing client accounts, accepting loan payments, managing safe deposit box payments, cashing checks, balancing cash drawers, handling night deposits, and correcting discrepancies.
Maintained and monitored coin and currency levels in bank vault and verified coin and currency sums received from branches, correspondent banks, customers and tellers.
Ordered and disbursed coin and currency to keep vault balanced and supply branches, banks and customers.
Prepared and securely shipped excess coin and currency to Federal Reserve Bank or correspondent banks, balanced completed work and compiled inventory reports.
Accurately depositing enormous amounts of cash and coin using high-speed currency counters, supplying a daily inventory of cash and coin, and selling to the proper area for balancing purposes.
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