Bank Sales & Service Contact Center Rep at USAA (2019-01 – Present)
- Responsible for handling members with their immediate needs & uncover underlying needs while adhering to our USAA company standard.
- Building relationships & experiences with our members to help keep our member satisfaction and improve retention efforts.
- Met/exceeded compliance & technical standard requirements.
- Crossed trained in both deposits & credit card servicing.
- Open/closed checking, savings, credit cards, & in some cases cd.
- Assisted members with self service options & walked them through the processes.
- Part of an escalation team to help de-escalate/resolve situations for our members.
Bank Teller at Generations Federal Credit Union (2018-01 – 2019-01)
- Conducted service & account transactions for customers, deposits, servicing & loans.
- Met or exceeded sales goals by promoting bank products & services.
- Built relationships for better member satisfaction/ retention.
- Assisted customers with lending solutions & applications.
Branch Banker III at Bb&t Corp. (2016-05 – 2017-12)
- Maintained confidentiality of bank records & client information, directed specific questions to appropriate branch personnel.
- Boosted customer base, acquiring new customers & identifying needs to deliver relevant products.
- Educated customers on variety of loan products & available credit options to promote valuable decision-making.
- Met/ exceeded monthly goals
- Maintained logs/inventory for compliance
- Handled customer complaints & took appropriate action to resolve.
Branch Account Manager at OneMain Financial Inc. (2002-12 – 2016-05)
- Build rapport for client satisfaction/retention
- Processed loans from application- closing. Adhering to compliance & company policies
- Help clients in processing of insurance claims on protected loans.
- Helped maintain a compliant branch for state & company audits.
