Experienced member service representative with excellent sales and customer service skills. Able to effectively work in a fast work environment. Looking to further my career in the financial world.
Process sales referrals and promote credit union services and products, resulting in branch sales increase.
Open new accounts and business accounts.
Cross sell products
Educate members on savings, checking, IRAs, CDs, money market accounts
Maintain and update existing accounts.
Send in TMC (Total Merchant Concepts) referrals for business members
TMC's top performer for Palmetto Citizens
Palmetto Citizen's TOP Sales representative for entire employment (Featured in Above and Beyond newsletter month to month for top sales)
Receive loan applications and collect needed information for loan officer
Offer loan products and get the member to the loan officer/ lending assistant
Daily tracking and follow up calls of new memberships and opened products
Exceeded sales goals month to month
Developed new ideas which has since been implemented to the credit union
Effectively use all systems
Train directly with tellers in cross sales.
Refer members to Palmetto Citizens Trust and Investments department
Handle member complaints.
Keep track of all paperwork for the quarter.
Keep track of check system report with follow up calls.
Keep track and follow up inactive checking account call que.
Order and set up marketing supplies for the branch.
Update weekly rate boards.
File and assist members with debit card disputes.
Assist members with online banking.
Universal Representative - Which includes teller, greeter, and platform representative.
In my first quarter as a representative I was able to learn the products and procedures and was able to establish a relationship with co workers and members. As a result of this I received the highest branch member surveys with an 7/7 score out of my branch for the second quarter.
Ranked top 3 in IWS sales nationwide 2016. Attended IWS top achievers conference in Punta Cana. Ranked number 2 credit union wide for CUNA 2016. ( credit life, credit disability) Ranked number 1 and 2 credit union wide for 2015-2016 rate sale.
Navy Army CCU- Junior Achievement
Palmetto Citizens Above and Beyond
Credit Union Together Employees Conference
TMC Top Business Referrals
IWS Achiever Conference
Top CUNA sales
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