Courteney Alvey
Terrace,Canada
Summary
Experienced and dedicated customer service professional with a strong background in the Administrative industry. Solid team player with an outgoing, positive demeanor and proven ability to establish rapport with clients. Motivated to ensure customer satisfaction and contribute to company success. Specializes in quality, speed, and process optimization. Articulate, energetic, and results-oriented with a passion for developing relationships, cultivating partnerships, and growing businesses.
Overview
8
8
years of professional experience
Work History
Financial Customer Service Representative
Northern Savings Credit Union
07.2024 - Current
- Educated customers on various financial products, empowering them to make informed decisions and improve their financial health.
- Maintained strict confidentiality when handling sensitive client data, adhering to regulatory requirements and company policies at all times.
- Navigated complex client scenarios with tact and professionalism, resulting in successful resolution of conflicts or concerns.
- Mentored junior team members on best practices in customer service delivery within the finance industry.
- Developed expertise in multiple banking systems and software applications required for effective job performance as a Financial Customer Service Representative.
Senior Member Service Representative
Northern Savings Credit Union
10.2023 - 07.2024
- Demonstrated commitment to excellence in member service by consistently meeting or exceeding performance targets.
- Maintained detailed records of transactions and interactions, ensuring seamless handover between team members as needed.
- Identified opportunities for upselling products and services, contributing to business growth goals.
- Expedited problem resolution for increased member satisfaction, utilizing strong communication and negotiation skills.
- Trained new hires in company policies and procedures, ensuring consistent quality of service across the team.
- Collaborated with cross-functional teams to implement process improvements, streamlining workflows for optimal efficiency.
- Reduced wait times by efficiently handling high call volumes and implementing effective time management techniques.
- Aligned department goals with overall organizational objectives, promoting a cohesive approach to achieving success.
Member Service Representative
Northern Savings Credit Union
02.2022 - 10.2023
- 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.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
- Consistently met or exceeded performance metrics through proactive management of workload and effective prioritization.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
Office Assistant
Oracle Financial Services
09.2016 - 09.2021
- CRM – maintaining client record managements on computers
- Salesforce – booking appointments & updating records
- Records management - Filing
- Mailing & Banking Duties
- Letters, labels, envelopes
- Dealing with the public – on the phone, email or in person
- Capable of working independently or as a team player
- Word, Excel, Power Point and Outlook
- Able to maintain and manage CRM systems
- Organized and pays attention to detail
- Excellent written and communication skills
- Utmost discretion and confidentiality
- Hard worker and dedicated
Education
Bachelor of Science -
Coast Mountain College
05.2021
High School Diploma -
Caledonia Secondary School
05.2020
Class 7 Driver’s License -
08.2019
Pleasure Craft License -
03.2019
Skills
- Computer skills
- Organization
- Documentation
- Compliance awareness
- Financial literacy
- Teamwork and collaboration
- Adaptability and flexibility
- Professionalism
- Administrative and office support
- Problem-solving
Hobbies and Interests
- Volleyball
- Hiking
- Seadooing
Languages
English
Native or Bilingual
Timeline
Financial Customer Service Representative
Northern Savings Credit Union
07.2024 - Current
Senior Member Service Representative
Northern Savings Credit Union
10.2023 - 07.2024
Member Service Representative
Northern Savings Credit Union
02.2022 - 10.2023
Office Assistant
Oracle Financial Services
09.2016 - 09.2021
Class 7 Driver’s License -
Pleasure Craft License -
Bachelor of Science -
Coast Mountain College
High School Diploma -
Caledonia Secondary School
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