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
Similar Profiles
Michael McKinneyMichael McKinney
Senior Media Buyer at Shield Legal / Shield Media LabsSenior Media Buyer at Shield Legal / Shield Media Labs
Nana BaidooNana Baidoo
Health care assistant at Sweet DreamsHealth care assistant at Sweet Dreams
Rebecca TurleRebecca Turle
Counsellor | Business Owner | Contractor With I Can Jump Puddles at A Million DreamsCounsellor | Business Owner | Contractor With I Can Jump Puddles at A Million Dreams
Yewon KimYewon Kim
Volunteer at Hope Global FoundationVolunteer at Hope Global Foundation
Aydan PhamAydan Pham
Team Member at Urban Air Trampoline and Adventure ParkTeam Member at Urban Air Trampoline and Adventure Park