Barbara Klahr
Santa Rosa
Summary
Dynamic and results-oriented professional with extensive experience at Community First Credit Union, enhancing customer satisfaction and streamlining operations. Excelled in problem-solving and effective communication, significantly improving team productivity. Demonstrated expertise in customer support and workflow management, achieving notable efficiency gains. Committed to continuous improvement and professional development, leveraging skills in crisis management and relationship building to drive success.
Overview
2022
2022
years of professional experience
Work History
Program Technician Ii
Alcoholic Beverage Control
- Demonstrated commitment to professional development by attending industry conferences and workshops, applying new knowledge to improve program offerings.
- Distributed informational materials and enrollment forms to potential program users.
- Served as Type program liaison to agencies and organizations to enable more extensive program reach.
- Enhanced user experience for clients through continuous improvements in program design and functionality.
- Increased productivity levels within department by creating easily accessible documentation outlining standard operating procedures for common tasks.
- Conducted thorough research on industry trends and best practices, incorporating findings into program development strategy.
- Maintained up-to-date knowledge of programming languages and software applications, staying current with evolving technology landscape.
- Managed program field office activities to increase program awareness and participation.
- Fostered positive relationships with external stakeholders such as vendors or consultants during collaborative projects.
- Presented program informational seminars to employees and Type groups to increase program enrollment.
- Ensured seamless integration between various systems and platforms through meticulous attention to detail during program implementation stages.
- Facilitated open communication channels between team members and management, ensuring any potential issues were addressed in a timely manner.
Member Service Representative
Community First Credit Union
05.2019 - 10.2021
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Verified customer identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
- Promoted a positive work environment by fostering open communication between colleagues and supervisors.
- Consistently met or exceeded performance metrics through proactive management of workload and effective prioritization.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Educated members on financial literacy topics, empowering them to make sound financial decisions for their future success.
- Served as a mentor for new hires sharing best practices contributing towards increased productivity among team members.
- Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to members.
- Collaborated with team members to ensure seamless operations during peak hours or staff shortages.
- Ensured compliance with regulatory requirements during all member interactions safeguarding both the organization''s reputation.
- Educated and engaged customers with new bank products and services.
- Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
- Supported the onboarding process for new members, explaining benefits and assisting with paperwork completion.
- Participated in community outreach events as a representative of the credit union, promoting its mission and values within the local area.
- Contributed to branch sales goals by effectively cross-selling credit union products and services.
- Managed daily balancing tasks reducing discrepancies in accounting records while maintaining accuracy.
- Resolved customer issues through thorough dispute investigation.
- Partnered with other departments facilitating smooth resolution of complex cases resulting in improved member experience.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Delivered prompt service to prioritize customer needs.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Educated customers about billing, payment processing and support policies and procedures.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Promptly responded to inquiries and requests from prospective customers.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Met customer call guidelines for service levels, handle time and productivity.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Maintained up-to-date knowledge of product and service changes.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Responded proactively and positively to rapid change.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Increased efficiency and team productivity by promoting operational best practices.
- Investigated and resolved accounting, service and delivery concerns.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
Education
Bachelor And Behavioral Sciences - Social Sciences
Santa Rosa Junior College
Santa Rosa, CA03.2016
Skills
- Customer support
- Hardware installation
- Staff training
- Maintenance scheduling
- Team-based approaches
- Cross-functional coordination
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Problem-solving abilities
- Multitasking Abilities
- Insurance claims processing
- Reliability
- Excellent communication
- Team collaboration
- Organizational skills
- Telephone and email etiquette
- Active listening
- Effective communication
- Adaptability and flexibility
- Decision-making
- Relationship building
- Billing processing
- Strong problem solver
- Documentation and recordkeeping
- Task prioritization
- Self motivation
- Professional and mature
- Analytical thinking
- Interpersonal skills
- Conflict resolution
- Invoice processing
- Goal setting
- Professionalism
- Staff supervision
- Workflow management
- Time management abilities
- Continuous improvement
- Scheduling coordination
- Adaptability
- Written communication
- Administrative background
- Document scanning
- Support services
- Document management
- Mail handling
- Workflow coordination
- Performance monitoring
- Crisis management
Notary Public
Commission # 2342860
Timeline
Member Service Representative
Community First Credit Union
05.2019 - 10.2021
Program Technician Ii
Alcoholic Beverage Control
Bachelor And Behavioral Sciences - Social Sciences
Santa Rosa Junior College
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