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Member Services Specialist resume example with 3+ years of experience

JC
Jessica Claire
, , 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 09/2022 Member Services Specialist Access 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 05/2022 Vault Teller Universal 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.
  • Ability to work under constant security watch.
  • Fraud prevention. Accurately Identified counterfeit bills.
  • Mentored and trained newly hired tellers to familiarize each with job responsibilities and organizational procedures.
  • Processed commercial deposits.
  • Balance automated teller machines, teller cash dispensers (CDs)/teller cash recyclers (TCRs).
  • Complete 30+ customer transactions per hour with extreme diligence.
  • Sell and redeem US Savings Bonds applications to the Federal Reserve as needed.
  • Respond to customer account inquiries from 100+ weekly accounts.
  • Quickly proved credibility with clients and remembered over 30+ names of regulars, creating friendly environments with customers.
  • Adhered to strict safe operations and guidelines.
10/2018 to 12/2020 Waitress Life Care Centers Of America | Greeneville, TN,
  • Greeted customers, answered questions and recommended specials to increase profits.
  • Communicated with kitchen staff to stay updated on item availability and customer wait times.
  • Handled food safely and kept spaces clean to protect customers from foodborne illness and maintain proper sanitation.
  • Rolled silverware and set up food stations and dining areas to prepare for next shift or large parties.
  • Presented food and beverages to guests at tables.
  • Presented menus to patrons to answer questions about menu items and make recommendations.
  • Cleared table and bussed dishes to allow for quick setups.
  • Verified guest satisfaction with meals and suggested additional items to increase restaurant sales.
  • Checked identification to verify minimum age requirements for consumption of alcoholic beverages.
  • Designed emergency protocols to enhance customer and worker safety.
Education and Training
Expected in 07/2020 High School Diploma | Broken Arrow High School, Broken Arrow, OK GPA:
Expected in Associate of Science | Business Administration Tulsa Community College, Tulsa, OK GPA:
Languages
Spanish:
Native/ Bilingual
Negotiated:

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Resume Overview

School Attended

  • Broken Arrow High School
  • Tulsa Community College

Job Titles Held:

  • Member Services Specialist
  • Vault Teller
  • Waitress

Degrees

  • High School Diploma
  • Associate of Science

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