Summary
Overview
Work History
Education
Skills
Timeline
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Joel Shane Bryant

Brentwood

Summary

Professional in the financial field, bringing comprehensive understanding of financial processes and administrative support. Known for reliability and adaptability, with strong history of time management skills and integrity. Expertise in customer service, and a collaborative approach to teamwork ensuring seamless operations.

Overview

8
8
years of professional experience

Work History

Member Service Representative

1st Northern California Credit Union
01.2021 - Current
  • Assist large volume of members every day with positive attitude and focus on member satisfaction.
  • Consistently provide exceptional service through active listening, understanding member needs, and offering appropriate solutions. As well as addressing and resolving inquiries and concerns.
  • Maintain high-quality service by adhering to company policies and standards in all member interactions.
  • Verifies customer identification and documentation for compliant transactions.
  • Assist members with account management, including updating personal information and setting up automated payments.
  • Process account transactions accurately, ensuring proper documentation and timely processing.
  • Handle complaints with prompt, courteous service to uphold professional reputation.
  • Handle cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
  • Rapport built with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
  • Promotes a positive work environment by fostering open communication between colleagues and supervisors.
  • Serve as a mentor for new hires sharing best practices contributing towards increased productivity among team members.
  • Collaborates with team members to ensure seamless operations during peak hours or staff shortages.
  • Ensure compliance with regulatory requirements during all member interactions safeguarding both the organization''s reputation.
  • Assist members with correcting account, service, and system issues by educating on required forms and technical processes.
  • Support the onboarding process for new members, explaining benefits and assisting with paperwork completion.
  • Contribute to branch sales goals by effectively cross-selling credit union products and services.
  • Manage daily balancing tasks reducing discrepancies in accounting records while maintaining accuracy.
  • Partner with other departments facilitating smooth resolution of complex cases resulting in improved member experience.
  • Educate customers about billing, payment processing and support policies and procedures.
  • Run day-to-day Branch operations, including opening and closing procedures.
  • Creating and managing of break schedules, and coordinating with employees to manage time appropriately in order to complete daily tasks efficiently.
  • Opening Business and Trust accounts, and reviewing all legal documents to make sure they are in compliance, as well as explaining necessary documents and paperwork to account holders in a courteous and professional manner.
  • Audit member accounts to make sure they are in compliance with policies and regulations.
  • Help members review their statements to verify their accounts and ensure books are balanced.
  • Processing and completing wire, ACH and cash advance transactions.


Administrative Assistant

Family Life Center
11.2018 - Current
  • Answers multi-line phone system, delivering messages to staff and greeting guests.
  • Maintains confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivers excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Promotes a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Coordinates office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Assists in onboarding new employees and volunteers, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
  • Organizes office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
  • Facilitates collaboration within team by organizing regular meetings and tracking project progress.
  • Maintained inventory of office supplies and placed orders.

Lead Line Service Technician

Attitude Aviation
07.2019 - 03.2020
  • Evaluated employee performance on an ongoing basis, providing constructive feedback and recognizing exceptional contributions to the team's success.
  • Enhanced team productivity by implementing efficient work schedules and delegating tasks based on individual strengths.
  • Evaluated the effectiveness of current maintenance practices, recommending changes as needed to maximize equipment reliability and minimize downtime.
  • Boosted customer satisfaction by promptly addressing concerns and implementing effective corrective actions when needed.
  • Mentored new hires, providing hands-on training and guidance on company policies, procedures, and equipment usage.
  • Managed inventory levels effectively; ordering parts and supplies as necessary while avoiding excess stock.
  • Conducted thorough inspections of equipment, identifying potential issues before they escalated into costly repairs or safety hazards.
  • Maintained detailed records of all service tasks performed, facilitating accurate billing and inventory management processes.
  • Inspected and maintained detailed maintenance logs and records.
  • Managed storage and access to corporate and private jets.
  • Towed aircraft to gates and hangars using tractors and other vehicles.
  • Communicated with dispatchers and traffic control personnel to coordinate vehicle movements.

Manager /Automotive Technician

ToyotaPro Auto Care
08.2017 - 11.2018
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Controlled costs to keep business operating within budget and increase profits.
  • Improved safety procedures to create safe working conditions for workers.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Improved marketing to attract new customers and promote business.
  • Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
  • Oversaw inventory management, optimizing stock levels, and reducing waste.
  • Communicated with government regulators on a county, state and federal level, to ensure compliance with hazard and CARB regulations.
  • Worked on diagnosis and repair of customer vehicles in a timely manner.
  • Delegated maintenance work orders
  • Interacted with high volume customer traffic on a regular basis, and dealt with any concerns and issues in a friendly and professional manner.

Education

High School Diploma -

Discovery Christian Schools
Brentwood
05-2013

Skills

  • Customer service
  • Financial transactions
  • Account management
  • Bookkeeping
  • Accounts payable and receivable
  • Strong communication skills
  • MS office
  • Data entry
  • Invoicing and billing
  • Month-end reports
  • Administrative support
  • Attention to detail

Timeline

Member Service Representative

1st Northern California Credit Union
01.2021 - Current

Lead Line Service Technician

Attitude Aviation
07.2019 - 03.2020

Administrative Assistant

Family Life Center
11.2018 - Current

Manager /Automotive Technician

ToyotaPro Auto Care
08.2017 - 11.2018

High School Diploma -

Discovery Christian Schools

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Joel Shane Bryant