Service Representative Data Entry
Resume:
Casey Schweitzer
PO Box *****, Madison, WI *****
Qualifications Profile
Professional that thrives in a fast paced environment requiring self-motivation, organizational skills and a focus on meeting or exceeding deadlines while ensuring accuracy of results
Excel in detailed accurate data entry and analysis while problem solving and meeting or exceeding expectations and goals.
Excellent verbal and written communication skills with customers, co-workers and management
Coordinate various projects requiring multi-tasking and time management to ensure goals are obtained.
Trained in policies regarding information retention
Proficient with Microsoft Office Suite (Excel, Word, Outlook), Portico and Eficiency
Identified areas for improvement in policies, procedures and business processes and delivered strategic recommendations to management on key issues.
Demonstrated ability coordinating team effort to ensure results are met or exceeded.
Professional Experience
:
Dane County Credit Union Madison, WI 2015- Present
Member Service Representative
Proven track record of cross-sell banking services and products to customers by procuring appropriate products and services to meet customer needs ensuring customer turn-over is minimized and satisfaction is maximized.
Responsible for large amounts of currency and hourly balancing of drawers to insure accuracy of transactions.
Resolve customer discrepancies in a timely manner
Analyzed financial statements and pertinent information to determine creditworthiness of customers.
Provide training to new employees and ongoing leadership to co-workers
Manage office administrative duties as needed and directed by upper management
Members First Credit Union Madison, WI 2005-2009
Member Service Representative
Balance general ledgers.
Worked directly with customers to generate Excel budgets.
Organized membership drives.
Responsible for large amounts of cash and hourly balancing of drawer to insure accuracy of transactions.
Answered customer inquiries and refer customers to the proper service area for issues that cannot be resolved at the teller line.
Citizens Community Federal Baraboo, WI 2003-2005
Teller, Member Services
Greeted customers and helped them with their banking needs.
Responsible for large amounts of cash and hourly balancing of drawer to insure accuracy of transactions.
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