Meaghan Whitehorn
Senior Member Services Representative at Patelco Credit Union- Claim this Profile
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Topline Score
Bio
Credentials
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Customer Service Foundations (2020)
LinkedInJun, 2023- Nov, 2024
Experience
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Patelco Credit Union
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United States
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Banking
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700 & Above Employee
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Senior Member Services Representative
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Jun 2023 - Present
Patelco is here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. As a Senior Member Services Representative, my duties include: -Assessing member needs while processing transactions (including cash handling) and providing education and recommendations on products and services that improve their financial health. -Opening accounts and submitting simple consumer loan applications for new and existing members after conducting a thorough needs assessment to determine the appropriate product(s) or service(s) that help them achieve financial freedom. -Connecting with new and existing members via follow up activities, including outbound calls. -Working cross-functionally across the organization to assess, handle, and follow through with complex account inquiries, transactions, or member concerns. Show less
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Lumen Technologies
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United States
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Telecommunications
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700 & Above Employee
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Sales Development Representative
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Jan 2023 - May 2023
As a Sales Development Rep with Lumen, my job was to interact with IT decision makers from medium to large business to drive demand for Lumen’s products and services. Discussions involved introducing the prospect to Lumen, uncovering potential needs, and setting up future meetings for a warm hand-off to the sales team. I worked with Sales Force, ZoomInfo, Teams, Excel and Lumen platforms to assist with account management. As a Sales Development Rep with Lumen, my job was to interact with IT decision makers from medium to large business to drive demand for Lumen’s products and services. Discussions involved introducing the prospect to Lumen, uncovering potential needs, and setting up future meetings for a warm hand-off to the sales team. I worked with Sales Force, ZoomInfo, Teams, Excel and Lumen platforms to assist with account management.
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Aloha Sushi
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United States
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Non-profit Organizations
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Restaurant Manager
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Jun 2021 - Dec 2022
In June 2022 I was promoted from server to restaurant manager at Aloha Sushi in Folsom, CA. My managerial duties included co-running team meetings with the owner to alert staff of policy changes, new hires or other important matters. I also was responsible for resolving customer and employee disputes, as well as troubleshooting for our P.O.S. systems and computers. I also had kept daily financial logs for the restaurant, interacted with vendors to place orders, and trained new servers. In June 2022 I was promoted from server to restaurant manager at Aloha Sushi in Folsom, CA. My managerial duties included co-running team meetings with the owner to alert staff of policy changes, new hires or other important matters. I also was responsible for resolving customer and employee disputes, as well as troubleshooting for our P.O.S. systems and computers. I also had kept daily financial logs for the restaurant, interacted with vendors to place orders, and trained new servers.
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East West Cafe
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Sebastopol, California, United States
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Shift Lead
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Oct 2018 - Apr 2021
As the shift lead at the oldest cafe in the beautiful city of Sebastopol, I interacted with a multitude of guests, providing them with excellent service and food experience. This was also a small business in which I was entrusted with a variety of responsibilities that go beyond a server's job description, including financial duties and hiring and interviewing new servers. As the shift lead at the oldest cafe in the beautiful city of Sebastopol, I interacted with a multitude of guests, providing them with excellent service and food experience. This was also a small business in which I was entrusted with a variety of responsibilities that go beyond a server's job description, including financial duties and hiring and interviewing new servers.
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Daily Grill
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United States
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Restaurants
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1 - 100 Employee
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Bartender
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Oct 2016 - Oct 2018
I was promoted from server to bartender during my tenure at this location. Instead of hiring an experienced bartender who didn't know the restaurant, I convinced the General Manager to train me how to be a mixologist. Within a month I was shaking martinis in one hand and pouring beer in another. I truly learned how to multitask like a pro and think quickly with this position change. I was promoted from server to bartender during my tenure at this location. Instead of hiring an experienced bartender who didn't know the restaurant, I convinced the General Manager to train me how to be a mixologist. Within a month I was shaking martinis in one hand and pouring beer in another. I truly learned how to multitask like a pro and think quickly with this position change.
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Oakland Raiders
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Alameda County, California, United States
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Brand Ambassador
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Jul 2016 - Jan 2018
As an Oakland Raiders Ambassador, I was responsible for providing exceptional customer service by engaging with guests through various interactive activities, programs, and events. We worked directly with the Community Relations department, bringing the Raiders brand to a multitude of events like home games, schools and festivals. In my second season with the team, I was promoted to Team Captain, where I was the main point-of-contact for the higher-ups around the operational facility in Alameda. As an Oakland Raiders Ambassador, I was responsible for providing exceptional customer service by engaging with guests through various interactive activities, programs, and events. We worked directly with the Community Relations department, bringing the Raiders brand to a multitude of events like home games, schools and festivals. In my second season with the team, I was promoted to Team Captain, where I was the main point-of-contact for the higher-ups around the operational facility in Alameda.
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Education
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2013 - 2015
Sonoma State University
Bachelor of Arts - BA, English Language and Literature/Letters -
2010 - 2013
Santa Barbara City College
Associate's degree
Community
