Results-driven professional with over 13 years in customer relations and team collaboration. Skilled in training new staff and conducting needs assessments to align financial solutions with member goals, consistently exceeding service expectations.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Relationship Specialist
Valley First Credit Union
Modesto, CA
09.2012 - Current
Developed and maintained strong relationships with members to enhance customer satisfaction.
Delivered expert guidance on financial products to empower informed decision-making for members.
Collaborated with cross-functional teams to streamline processes and improve service delivery.
Trained new staff on best practices for customer engagement and relationship management.
Conducted needs assessments to tailor solutions that align with member financial goals.
Recognized as a top performer in the division due to consistently exceeding customer service expectations and driving revenue growth.
Member Service Representative III
Premier Community Credit Union
Stockton, CA
05.2002 - 08.2012
Delivered exceptional member service, resolving inquiries and issues efficiently.
Educated members on credit union products and services, enhancing member knowledge and satisfaction.
Processed account transactions accurately, ensuring compliance with policies and regulations.
Assisted in onboarding new members, providing guidance through application processes.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
Education
High School Diploma -
Edison High School
Stockton, CA
06-1990
No Degree - Business Administration
San Joaquin Delta College
Stockton, CA
No Degree - Organizational Leadership
Merced College
Merced, CA
09-2020
Skills
Patience and tolerance
Active learning
Microsoft office
Phone etiquette
Open-mindedness
Customer relations
Training and mentoring
Teamwork and collaboration
Professionalism
Calm and professional under pressure
Understanding customer needs
Calm under pressure
Accomplishments
Supervised team of 20 staff members.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Completed manager training program.
Certification
5 Year Recognition, - Premier Community Credit Union.