Jennifer Rocha
Fullerton
Summary
Financial services professional prepared for this role with strong customer service and cash-handling skills. Known for reliability, adaptability, and teamwork. Possesses effective communication and problem-solving abilities that ensure smooth operations and customer satisfaction.
Overview
9
9
years of professional experience
Work History
Independent Living Specialist
Shield of Dreams
01.2025 - Current
- Assisted individuals in developing independent living skills and achieving personal goals.
- Collaborated with community resources to connect clients with essential services and support.
- Provided guidance on budgeting, meal planning, and household management techniques.
- Facilitated workshops to enhance life skills and promote self-sufficiency among clients.
Member Service Representative
Eagle Community Credit Union
06.2022 - 10.2024
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Assisted members with account management, ensuring accurate information and timely updates.
- Utilized CRM software to track member interactions and enhance service delivery efficiency.
- Educated members on available services, promoting engagement and satisfaction within the community.
- Processed customer transactions accurately and efficiently, enhancing overall service quality.
- Managed cash drawer, ensuring balanced funds through meticulous record-keeping.
- Trained new tellers on operational procedures and best practices for effective service delivery.
- Implemented security protocols during cash handling to safeguard assets and minimize risk.
- Resolved customer complaints professionally, fostering positive relationships and retention.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Customer Service Representative
NuVision Federal Credit Union
01.2017 - 04.2019
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Processed orders, returns, and exchanges efficiently using CRM software.
- Provided product information and recommendations to enhance customer satisfaction.
- Collaborated with team members to improve service delivery and workflow efficiency.
- Resolved customer inquiries efficiently using CRM software to enhance satisfaction.
- Managed high-volume calls, maintaining professionalism and composure in challenging situations.
- Implemented process improvements that streamlined call handling and reduced average response time.
- Analyzed customer feedback to identify trends and recommend service enhancements.
Education
No Degree - BARBERING
COBA ACADEMY
ANAHEIM 12-2023
High School Diploma -
Huntington Beach Adult School
Huntington Beach 06-2019
Skills
- Self-advocacy support
- Life skills training
- Individualized planning
- Community integration
- Customer support
- Data entry
- Resolving issues
- Attention to detail
- Professionalism and courtesy
- Money handling
- Deposit and withdrawal management
- Cash counting
Timeline
Independent Living Specialist
Shield of Dreams
01.2025 - Current
Member Service Representative
Eagle Community Credit Union
06.2022 - 10.2024
Customer Service Representative
NuVision Federal Credit Union
01.2017 - 04.2019
No Degree - BARBERING
COBA ACADEMY
High School Diploma -
Huntington Beach Adult School