Member Solutions Specialist (Personal Banker) - Patelco Credit Union
(2021-01)
- Offer best in class service to our members through prompt, efficient, courteous, and professional interactions.
- Act as a Subject Matter Expert in our products and services offerings, and in our new accounts and consumer lending processes.
- Build our members' financial health through conducting thorough consumer loan, home loan, and new account interviews using available tools to uncover financial needs and submit applications as needed.
- Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services.
- Support community relationships and partner with businesses within the community.
- Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow up and resolution.
- Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being.
- Adopt new and existing tools that will enhance the member experience and consultation process.
- Advocate member adoption of new technology, campaigns, promotions, and digital products.
- Connect our members with experts in Financial Services (investments), Home Loans, and Insurance to assess known and unknown needs that will help our members achieve financial freedom.
- Be a resource to train new and existing team members as needed
- Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.
- Other duties as assigned.
Member Service Representative - CEFCU Credit Union
(2019-01 - 2020-12)
- Offer best in class service to our members through prompt, efficient, courteous, and professional interactions.
- Assess member needs while processing transactions (including cash handling) and provide education and recommendations on products and services that improve their financial health.
- Build relationships with members through effective listening, interviewing, and communication skills to identify products and services that benefit their financial wellbeing.
- Open accounts and submit simple consumer loan applications for new and existing members after conducting a thorough needs assessment to determine the appropriate product(s) or service(s) that help them achieve financial freedom
- Connect with new and existing members via follow up activities, including outbound calls and which can include community engagement events.
- Partner with branch leadership to maintain operational integrity while mitigating risk, per the standards of the organization.
- Work cross functionally across the organization to assess, handle, and follow through with complex account inquiries, transactions, or member concerns.
- Adopt new and existing tools that will enhance the member experience and consultation process.
- Exercise informed judgement as appropriate to accommodate members.
- Be a resource to train new and existing team members as appropriate.
- Advocate member adoption of new technology, campaigns, promotions and digital products.
- Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.
- Other duties as assigned.
Office Assistance - Awender Chiropractic
(2014-01 - 2019-12)
- I provide clients/patients with assistance to complete injury claim forms, insurance Claim forms.
- I conduct Intake with clients/patients and take elicit and obtain personal and financial information from clients/patients.
- I maintained office and confirmed appointments to patients to see if they want to cancel change their appointments.
- I get the patient reports prepared them for doctor's review, assisted doctors with patient x-rays and therapy.
- I collected payments from patients and processes accounts payable and receivable.
- Managed all the financial transactions, payment collections, credit transactions, and entered data into computer system.
Head Cashier - CVS Caremark - San Jose, CA
(2012-08 - 2014-01)
- Head Cashiers are responsible for expediting customers through the store's registers by ensuring the efficient operation of the cashier team and front-end operations.
- This is achieved by ensuring the efficient operation of the registers, influencing and supporting the
- Cashier team, expediting price checks and identifying high shrink items.
Clerical Assistant - Disabilities Support Program (DSP), Evergreen Valley College - San Jose, CA
(2010-08 - 2012-05)
- Scheduled appointments using the SARS-GRID scheduling system for the counselor, coordinator, specialists and tutors
- Answered phones, took accurate messages, transferred calls to other departments and gave out accurate information regarding programs and services
- Pulled and filed student files
- Processed intake forms and answered questions
- Assisted with a variety of program events, including: set-up, take down, etc.
