Experience

Envision Credit Union

• United States
• Banking
• 1 - 100 Employee

• Virtual Account Specialists

  • Jul 2018 - Present

  Assistance to Members having issues with their accounts through online chat or by phone. Processing Account Applications for both old and new members. Completing requests for members by both Email and/or Fax including Verification of Deposit Forms Shared Branching Requests and Wire Transfer Requests. Experience with Both Microsoft Word, Microsoft Excel, Microsoft Office, and Microsoft Teams. Assistance to Members having issues with their accounts through online chat or by phone. Processing Account Applications for both old and new members. Completing requests for members by both Email and/or Fax including Verification of Deposit Forms Shared Branching Requests and Wire Transfer Requests. Experience with Both Microsoft Word, Microsoft Excel, Microsoft Office, and Microsoft Teams.



Smith Williams Service Center

• Tutor

  • Aug 2013 - Jul 2018