Lynn H. Schieler

***** *** ****

College Point, NY 11356

917-***-**** (Cell)

718-***-**** (Home)

accftc@r.postjobfree.com

EXPERIENCE:

Quorum Federal Credit Union

June 2005 to January 2013

The Member Services Specialist sells/cross sells products and services to

new and existing members of the Credit Union by telephone, assists with

support of call center staff and works on assigned premier banking and

special assignments.

Key Responsibilities

- Sells/cross sells loan and deposit products and other services to new

and existing members through in and outbound calling efforts.

Services high net worth (Premium) members as assigned by management.

- Supports junior call center staff by assisting with complex issues and

difficult members. Promotes staff development through use of coaching

techniques.

- Promotes use of automated delivery products such as ATM, Check Card,

Phone and Online Services. Assists members with use of VoiceConnect

through conference calls.

- Maintains service standards as required by position benchmarks for

turnaround time, accuracy, follow up and sales and service standards.

- Provides members with account information and performs account

transactions including accepting loan applications, opening accounts,

and processing transfers, stop payments, check orders, withdrawals and

other deposit product servicing functions.

- Supports call center special assignments such as email response.

- Provides input to management on workflow issues, patterns and

improvements.

- Promotes and maintains a positive work atmosphere by behaving and

communicating in a manner consistent with professional standards to

get along with members, co-workers, management and vendors.

- Ensures adherence to company policies and procedures and

Banking/Credit Union Regulations.

- Stays abreast of industry developments including but not limited to

changes in regulations.

- Performs additional duties as required.

The Member Services Specialist works under moderate supervision following

established guidelines and procedures and exercises some independent

judgment in meeting member needs. This person authorizes service fee

refunds and wires within established guidelines for level 3.

United Nations Federal Credit Union

September 2000 to February 2005

Card Services Representative

VISA Dispute Analyst (August 2001-February 2005)

- Issued temporary credit

- Ensured paperwork contains sufficient

information for disputes

- Followed-up as necessary with

members

- Telephone inquiries

- Assisted members with card-related

inquiries

- Assisted colleagues with member inquiries

- Email and fax inquiries

- Replaced credit and debit cards

- Fraud Prevention

Member Service Representative (September 2000-August 2001)

- Opened accounts

- Processed loan applications

- Answered general questions

- Cross-selling of available products

- Email inquiries

SKILLS:

Excel, Word and IRA knowledge

EDUCATION:

Accounting, AAS

Fiorella H LaGuardia Community College

Long Island City, NY 11101

Contact this candidate