First Impressions Specialist at La Barge Financial (2025-03 – Present)
A First Impressions Specialist is a front-line brand ambassador who welcomes guests, manages reception, handles incoming calls, and delivers warm customer service. This role sets the tone for an organization, ensuring every visitor or caller feels valued from their very first interaction.
- Greet and sign in visitors, clients, or patients
- Answer, screen, and route multi-line phone calls
- Maintain a clean, orderly, and welcoming lobby area
- Provide general information and direct inquiries
- Handle basic administrative tasks like mail sorting or scheduling
Member Service Representative at Tower Federal Credit Union (2022-04 – 2025-03)
- Represent the credit union to members and deliver a high level of service through identifying member needs.
- Match the appropriate products and services to member's needs and offer alternative solutions when necessary.
- Maintain thorough knowledge of the features and benefits of all TFCU products and services.
- Use various systems to process member's requests.
- Serve as a primary contact for all potential, new and existing members and service all share and loan requests.
- Perform monetary transactions and account maintenance including check orders, account distributions, stop payments, ATM/Debit card requests, address changes, and account ownership maintenance or issues.
- Resolve service problems by clarifying the member's concern; determining the cause of the problem; identifying and explaining the best solution for solving the problem; expediting corrections or adjustments; follow up with the member to ensure that resolution for the member.
- Participate in all required credit union compliance and product knowledge training; applying that knowledge to all relevant job duties. Demonstrate thoroughness, accuracy, and compliance in all verbal communication with members and through completion of all required forms and documents.
- Maintain awareness of any security risks in regard to member identification, eligibility and confidentiality.
- Initiates follow-up service calls to members to enhance relationships and ensure member satisfaction with services provided.
- Assist in origination, follow up and disbursement of consumer loans including interviewing, working with processors and underwriters to completion, and verifying appropriate documents are present and completed for processing.
- Participate in all operations processing of branch ATMs and ITMs, including daily retrieval of member deposits, cash replenishment and weekly cash settlement.
- Maintain active Notary Public license in the state of Maryland and perform notarial services while adhering to state notary requirements.
- Perform all relatable duties as assigned.
