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Member Solutions Specialist Resume Example

Resume Score: 70%

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MEMBER SOLUTIONS SPECIALIST
Professional Summary
Dynamic and reliable Branch Supervisor with nearly five years of retail banking, customer service and consulting experience, eager to bring knowledge and expertise into a financial environment. 
Skills
  • Cash handling
  • Financial analysis
  • Proficient in MS Office
  • Risk management expertise
  • Reliable
  • Strong team-builder
  • Excellent communication skills
  • Energetic
  • Detail oriented
  • Excellent time management
  • Excels in team leadership
  • Account analysis expertise
Accomplishments
  • Achieved highest overall within the credit union in monthly sales volume in August and September of 2014.
  • Exceeded sales objectives in 2013, 2014.
  • Originated over $1.6 million in loan volume through professional networking, loan reviews, and marketing in 2014. 
Work History
Member Solutions Specialist, 01/2016 to Current
USAA – Colorado Springs, CO
  • Answer incoming calls as part of a frontline insurance sales team.
  • Service and facilitate product sales through various channels, including banking products, insurance products, investments, and other various types of services. 
  • Deepen relationships with members and help to retain memberships by providing solutions.
  • Serve as a frontline underwriter for various situations that arise that could potentially affect the rest of the membership.
  • Meet various monthly and yearly sales and adherence metrics.
  • Serve as a point of contact for immediate team members for any questions and member service issues they may be facing. 

Work Team Lead/Branch Supervisor, 11/2014 to 12/2015
SAFE Credit Union – Sacramento, CA
  • Perform all leadership duties throughout the branch
  • Open and close the branch as the only member of leadership on site.
  • Actively recruit and oversee training for all new branch employees.
  • Perform monthly, quarterly, and annual branch audits including mandatory VISA regulated audits. 
  • Order and prepare cash shipments to come in or out of the branch, from Brinks, on a weekly basis.
  • Balance daily cash deposits and bank vault inventory.
  • Assembly in-store marketing displays.
  • Supply the tellers with coin and currency as needed.
  • Ordered supplies when needed for various branch duties. 

Senior Account Service Representative/Business Specialist, 04/2012 to 11/2014
SAFE Credit Union – Sacramento, CA
  • Establish new customer accounts including checking, savings, lines of credit and loans.
  • Provided approvals for check holds and flags on all accounts.
  • Researched and resolved customer issues on personal savings, checking and line of credit accounts.
  • Maintained a strong relationship with members and conducted member follow-up calls.
  • Attended community banking events.
  • Worked directly with business members to obtain new memberships for the branch as well as on-site visits with business members.
  • Referred all First Data merchant services products to members, new or existing.
  • Originated or referred multiple types of business loans to members including BELC, SBA, 7a, SBA 504, business VISA, and commercial vehicle loans.

Member Service Representative II-III, 02/2011 to 04/2012
SAFE Credit Union – Sacramento, CA
  • Referred/Closed products on the teller line.
  • Processed cash withdrawals and deposits.
  • Examined checks for identification and endorsement.
  • Entered member transactions data into the online banking software.
  • Advanced Service Counter back-up.
  • Trained new tellers on cash drawer operation.

Fragrance Sales Associate/Ralph Lauren Polo Specialist, 07/2007 to 02/2011
Macys – Roseville, CA
  • Sold multiple different lines of men's and women's fragrances.
  • Specialized in selling Ralph Lauren Polo clothing products and accessories. 
  • Maintained visually appealing and effective displays for the whole fragrance department.
  • Maintained knowledge of current promotions, policies regarding payment and exchanges, and store security practices.
  • Met monthly/yearly sales quotas for each individual vendor.
  • Opened in-house credit cards/store accounts.
  • Operated a POS cash register to process cash, check and credit card transactions.
  • Balance out cash register at the end of each day counting all currency and depositing currency into the night drop box. 

​

Education
GED: Sierra Community College - Rocklin, CA
High School Diploma: 2009
Casa Roble Fundmental High School - Orangevale, CA
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • USAA
  • SAFE Credit Union
  • Macys

School Attended

  • Sierra Community College
  • Casa Roble Fundmental High School

Job Titles Held:

  • Member Solutions Specialist
  • Work Team Lead/Branch Supervisor
  • Senior Account Service Representative/Business Specialist
  • Member Service Representative II-III
  • Fragrance Sales Associate/Ralph Lauren Polo Specialist

Degrees

  • GED :
    High School Diploma : 2009

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