Experience

Solarity Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Member Service Cx Specialist

  • Feb 2022 - Present

  As an intergral part of the CX team, I work to understand members needs and behaviors in order to champion experiences that reduce friction and create "wow" moments. This will be accomplished through a wide range of initiatives including noting trend services complaints, assessing current performance against Solarity' strategic initiatives, and analyzing qualitative and quantitative data to identify opportunities for improvement. Assisting in coordinating interviews for various research and testing projects and provide regular reports that identify areas where attention is needed. Offer resolution and alternatives to guide members through difficult situations and strive to ensure members leave each interaction with a strong loyalty to Solarity. Show less



TruEnergy Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Card services Specialist / Member Service Representative

  • Oct 2017 - Feb 2022

  -Execute financial transactions, including money transfer, deposits and withdrawals, data entry to update client files, and cross-sell credit, according to bank policies and procedures. -Serve as the primary interface to new customers and guests where I assist them with their banking needs and associated services. -Process customer requests for services, such as additional checks, change of address and reissue of statements, credit line increases/decrease inquiries, disputes, loan applications and account education. -Maintained high security standards by ensuring privacy and confidentiality of all sensitive and personally identifying information, as governed by Privacy Act and Freedom of Information Act. -Strong verbal communication skills as well as problem-solving skills with customers, managers, and co-workers through a variety of channels including email, phone, CRT, PC, fax, copier, postage machine, and through the use of various office machines. -Take inventory of office supplies and update a consolidated list to order supplies through management. Assist with Daily Credit/Debit functions, which includes processing, ordering, blocking and reconciling all credit and debit card applications. -Served on event planning committee for several company parties and large-scale meetings. Sort through mail by department and ensured company team members received all packages that were addressed to them. -Maintain high volume of quality work and exercise judgment when dispensing information, while insuring highest confidentiality in compliance with company policies and procedures. -Process Debit card Fraud disputes, alerts for large scaled compromises through CAMS, bond claims. Investigate lost or stolen cards and when necessary, block accounts within established policies and procedures. Show less



Benchmark Community Bank

• United States
• Banking
• 1 - 100 Employee

• Relationship teller

  • Jun 2016 - Oct 2017

  -Greet new customers and help route them to the appropriate departments in order to serve their banking needs. -Responsible to ensure daily compliance with all security regulations for a secure facility. -Process standard teller transactions for customers including; cashing checks, managing safe deposit box payments, accepting loan payments, balancing cash drawers, servicing client accounts, and correcting discrepancies. -Received and routed incoming customer requests via email, telephone, and in-person inquiries. -Helped with coordinating company parties, large events, decorating, and other similar activities at the bank. -Balance $100,000 or more in ATM’s, and Teller Cash Dispensers/Teller Cash Recyclers. -Process 25+ customer transactions per hour with extreme attention to detail. -Assist with the training of new teller ensuing they receive comprehensive knowledge on proper banking policies. -Assist the Supervisor with audits and daily balancing of the vault, which exceeded $50,000. -Organize 300+ customer transaction receipts daily in order to accurately file in a timely manner. -Intermittently assumed leadership roles in the absence of the supervisor and maintained that the floor operated normally. -Calmly and rationally handle customer service issues. Show less



A Great Escape Spalon

• United States
• Apparel & Fashion
• 1 - 100 Employee

• Receptionist / Cosmetologist

  • Jun 2006 - Sep 2017

  -Processed cash and credit sales transactions, to include adjusting for sale and discount prices. Conducted event planning, work outings, and meetings for the entire staff. -Scheduled and confirmed client appointments and updated calendar in accordance with canceling and rescheduling. -Answered multi-line phone system and responded to customer emails in order to schedule appointments. -Conducted stock inventories and requisition new stock when supplies were low. -Coordinated mail delivery for incoming packages, filed invoices, and organized company financials. -Was responsible for maintaining a clean, safe, and presentable environment for the customer. -Helped organize catered events for staff members during special occasions. Show less