Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Marina Yakovenko

Winnipeg,MB

Summary

- A collective work experience of 12 years with focus on analysis, accounting, and customer service across banking and digital marketing industries

- Solid practical knowledge in loans, mortgages, bank deposits and withdrawals, credit cards and payments

- Effective communication skills to provide information to clients, resolve issues, and lead team

- Proven record of quickly getting up-to-speed on new tasks, providing excellent customer service, and maintaining high attention to detail

Overview

13
13
years of professional experience

Work History

Member Service Lead

Cambrian Credit Union
02.2024 - Current

- Provide an exceptional member experience in executing member transactions. Proactively engage members, identify opportunities for advice, or introductions to other team members to deepen member relationships.

- Process a full range of member transactions including, but not limited to the following: deposits, withdrawals, transfers, bill and loan payments, wires, and changes to accounts while understanding and meeting members’ service needs quickly, professionally and accurately.

- Process advanced member transactions in conjunction with internal partners such as monitoring, executing and entering Salesforce tickets, registered products, pension transfers and Business Account signings.

- Responsible for meeting and exceeding individual and team-based goals by identifying sales and referral opportunities and actively promoting Cambrian’s products and services to meet member needs.

- Proactively take ownership of responding to and resolving member concerns using standard procedures and escalating non-standard issues as necessary.

- Act as a leader, help build a positive work environment, willingly assist, guide and coach MSRs in accordance with established policies, procedures and training manuals.

Senior Member Service Representative

Cambrian Credit Union
02.2022 - 01.2024

- Provide an exceptional member experience in executing member transactions as the primary point of contact. Proactively engage members, identify opportunities for advice, or introductions to other team members to deepen member relationships

- Process a full range of member transactions including, but not limited to: deposits, withdrawals, transfers, bill and loan payments while understanding and meeting members’ service needs quickly, professionally and accurately.

- Demonstrated knowledge in Cambrian product and service offerings to effectively communicate their features and benefits. Responsible for meeting and exceeding specific individual and team based goals by identifying sales and referral opportunities and actively promoting Cambrian’s products and services to meet member needs.

- Proactively take ownership of responding to and resolving member concerns using standard procedures and escalating non-standard issues as necessary

- Operating within the framework of Cambrian’s policies and procedures for the safeguarding of cash, the prevention of fraudulent transactions and efficient handling of transactions and administrative duties. Responsible for meeting the requirements for on-sight balancing, un-located outages, high-risk errors and daily work audits within the designated timelines and targets.

- Act as a leader and participate fully as a branch team member, help build a positive work environment, willingly assist, guide and train MSRs in accordance with established policies, procedures and training manuals.

Member Service Representative

Cambrian Credit Union
02.2021 - 01.2022

- Provide an exceptional member experience in executing member transactions as the primary point of contact. Proactively engage members, identify opportunities for advice, or introductions to other team members to deepen member relationships

- Process a full range of member transactions including, but not limited to: deposits, withdrawals, transfers, bill and loan payments while understanding and meeting members’ service needs quickly, professionally and accurately.

- Demonstrated knowledge in Cambrian product and service offerings to effectively communicate their features and benefits. Responsible for meeting and exceeding specific individual and team based goals by identifying sales and referral opportunities and actively promoting Cambrian’s products and services to meet member needs.

- Proactively take ownership of responding to and resolving member concerns using standard procedures and escalating non-standard issues as necessary.

Customer Support Agent

24-7 Intouch
04.2020 - 01.2021

- Delivered timely updates on ongoing cases or new product releases to keep clients informed on progress towards resolution or enhancements available within the company''s offerings.

- Assisted in streamlining internal processes by identifying areas of improvement and proposing actionable solutions that enhanced overall efficiency.

- Managed high-stress situations calmly and professionally while maintaining excellent rapport with clients during difficult conversations or escalations.

- Conducted thorough investigations into customer issues, providing detailed resolutions tailored to each unique situation.

- Actively listened to customer feedback regarding product features or service improvements, passing valuable insights onto relevant departments for consideration in future developments.

- Assisted customers through multiple channels including phone, email, live chat, and social media platforms for increased accessibility and convenience.

Customer Support Agent

Extractnet
07.2015 - 10.2017

- Conducted thorough investigations into customer issues, providing detailed resolutions tailored to each unique situation.

- Managed high-stress situations calmly and professionally while maintaining excellent rapport with clients during difficult conversations or escalations.

- Assisted in streamlining internal processes by identifying areas of improvement and proposing actionable solutions that enhanced overall efficiency.

- Contributed to the development of internal training materials, boosting team efficiency in assisting customers more effectively.

- Utilized CRM software for tracking customer interactions, allowing for improved follow-up on unresolved cases or escalating as needed for resolution.

- Assisted customers through multiple channels including phone, email, live chat, and social media platforms for increased accessibility and convenience.

- Met or exceeded performance metrics consistently by handling a high volume of calls without sacrificing quality service delivery.

Loan Officer

SKB - Bank
04.2012 - 01.2014

- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.

- Developed strong relationships with customers through high levels of customer service.

- Examined customer loan applications for loan approvals and denials.

- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.

- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.

- Submitted loan applications to underwriter for verification and recommendations.

Education

Bachelor of Science - Business Administration And Management

Astrakhan State University
Astrakhan, Russia
06-2012

Skills

  • Financial literacy and risk assessment
  • Regulatory compliance and ethical standards
  • Customer service and relationship building
  • Attention to detail and organizational skills
  • Salesmanship and marketing acumen
  • Analytical and problem-solving skills
  • Communication skills
  • Leadership
  • Adaptability and technological competence
  • Time management and organization

Languages

Russian
Native or Bilingual
Ukrainian
Limited Working
Hebrew
Elementary

Timeline

Member Service Lead

Cambrian Credit Union
02.2024 - Current

Senior Member Service Representative

Cambrian Credit Union
02.2022 - 01.2024

Member Service Representative

Cambrian Credit Union
02.2021 - 01.2022

Customer Support Agent

24-7 Intouch
04.2020 - 01.2021

Customer Support Agent

Extractnet
07.2015 - 10.2017

Loan Officer

SKB - Bank
04.2012 - 01.2014

Bachelor of Science - Business Administration And Management

Astrakhan State University
Marina Yakovenko