Yakun Liam Liu
Oakville,ON
Summary
Dynamic Member Service Representative with proven expertise at Meridian Credit Union, adept at enhancing member experiences through effective product promotion and problem resolution. Skilled in foreign currency handling and resilient under pressure, I consistently exceed referral targets while delivering exceptional service and leveraging strong sales knowledge to drive business growth.
Overview
11
11
years of professional experience
Work History
Member Service Representative
Meridian Credit Union
04.2024 - 03.2025
- Provide a superior member experience through the identification and promotion of products and services, and where appropriate, provide qualified referrals based on identified needs.
- Demonstrate perseverance in difficult situations by showcasing an understanding of members' perspectives and creating action plans to resolve their concerns if they arise.
- Foreign currency orders and processing foreign currency payments.
- Ensure proper due diligence by posting all transactions accurately and in a timely manner.
- Maintain discretion and confidentiality to respect members' privacy.
- Participate in branch activities in support of expanding the member relationship and growing our Digital Ambassador Program.
Service Administrator
Assiniboine Credit Union
08.2022 - 09.2023
- Provides a high level of administrative services and support for branch operations, including but not limited to: ATM/POS, cash services, and debit cards.
- Administration of electronic payments, including but not limited to clearings, business CAFT, wires, e-transfers, and bill payments.
- Repairing wire payments.
- Negotiable items.
- Ensuring wire payments are processed with no process errors
- Third-party demands/MEGOs.
- Post-dated check processing, check collections, and check settlements.
- Minor account changes.
- Service fee waivers.
- Record retention and searches.
- Dormant account processing, undeliverable mail processing.
- Balancing functions, GL, and internal account reconciliation, including investigations.
- Providing excellent customer service experiences.
- Processing Contracts.
- Keeping up to date with current technology.
- Keeping up to date with store policies.
- Troubleshooting technological issues.
- Statement production.
Member Service Representative
Assiniboine Credit Union
10.2021 - 07.2022
- Provide a high level of service by attending to members and visitors in a courteous, and professional manner.
- Analyze the members' needs to determine alternative credit union services and products that will benefit the members most.
- Provide advice and service delivery on credit union products, ensuring that referrals are directed to the appropriate person or department within the credit union.
- Solicit new members, and contribute to the overall business development through service excellence and product knowledge.
- Meet personal and referral targets, as well as work in collaboration to successfully achieve overall branch and business targets.
Service Associate
The Home Depot
, Canada
01.2021 - 05.2021
- Provide fast, friendly service to customers by answering questions and helping with home improvement plans.
Retail Sales Assistant
2Degrees
, New Zealand
09.2015 - 09.2018
- Providing excellent customer service experiences
- Processing Contracts
- Keeping up to date with current technology
- Keeping up to date with store policies
- Troubleshooting technological issues
Retail Sales Assistant
Vodafone
, New Zealand
07.2014 - 12.2014
- Primarily, provide travel SIM information and sell prepaid cards.
Education
APPLIED ACCOUNTING -
RED RIVER COLLEGE
Canada08.2021
DIPLOMA IN BUSINESS STUDIES -
UNITEC
AUCKLAND, NEW ZEALAND01.2014
Skills
- Accounting software
- Sage 50
- QuickBooks
- Mandarin language
- Troubleshooting
- Sales knowledge
- Resilience under pressure
- Excellent typing skills: a speed of 50 words per minute minimum, with high accuracy
- Foreign currency handling
- Excellent geography knowledge
Timeline
Member Service Representative
Meridian Credit Union
04.2024 - 03.2025
Service Administrator
Assiniboine Credit Union
08.2022 - 09.2023
Member Service Representative
Assiniboine Credit Union
10.2021 - 07.2022
Service Associate
The Home Depot
01.2021 - 05.2021
Retail Sales Assistant
2Degrees
09.2015 - 09.2018
Retail Sales Assistant
Vodafone
07.2014 - 12.2014
APPLIED ACCOUNTING -
RED RIVER COLLEGE
DIPLOMA IN BUSINESS STUDIES -
UNITEC