Patrice Cooper

Senior Member Services Representative at CLICO Credit Union
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • Trinidad and Tobago
    • Financial Services
    • 1 - 100 Employee
    • Senior Member Services Representative
      • Apr 2021 - Present

      The role involves ensuring timely and complete resolution of member requests, queries, and complaints, managing and redirecting telephone calls in an efficient and professional manner, processing and approving waivers, approving/overriding requests for withdrawals and transfers from various accounts, handling Home Banking requests, resetting and unlocking member accounts, reviewing and approving new membership applications and share withdrawals, escalating complaints and member issues to management, performing relief duties for MSR/Manager as needed, and any other duties assigned by the CEO or their designee. Show less

    • Member Service Representative
      • Nov 2015 - Apr 2021

      Maintaining courtesy and professionalism in interactions with members, promoting products and services, assisting with online credentials and resetting passwords, opening new accounts/updating current membership accounts, following up on outstanding documents for loan processing, assisting with completing loans at the kiosk, assisting with transactions in the lobby, receiving incoming mail and documents/envelopes related to loan or membership applications, functioning in a relief capacity within the team, and completing any other duties as directed by the CEO or their representative. Show less

    • Office Assistant
      • 2013 - 2015

    • Survey Verifier/ Data Editor
      • 2011 - 2012

    • Clerical Assistant
      • 2010 - 2011

Education

  • Cipriani College of Labour & Co-Operative Studies
    Introduction to Supervisory Management, Supervisory Management
    2021 - 2021
  • Cipriani College of Labour & Co-Operative Studies
    Certificate in Credit Union Management, Credit Union Management
    2019 - 2020
  • The Caribbean Development Education Program (CaribDE)
    2018 - 2018
  • School Of Business And Computer Studies
    Supervisory Management, Supervisory
    2017 - 2017
  • Eastern Credit Union
    Certificate in Credit Union Organization & Management Programme, Credit Union Programme
    2016 - 2016

Community

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