Credit Union Customer Service
Resume:
Nancy Parisi
*********@*****.***
Goal oriented, results driven professional with an in-depth knowledge of banking and customer service.
Deadline driven, team player with the ability to quickly absorb and implement new policies, procedures
and software programs. Strong analytical skills with the ability to lead, mentor and manage others.
Possess excellent problem solving and client service skills, as well as highly developed software skills
Including MS Office. I am a notary and also have my NMLS.
Work Experience:
Member Service Rep III/ Ambassador
First Harvest Credit Union
May 2023 to present
Acts as first point of contact for branch personnel regarding member issues or complaints, assisting with resolution within authority level assigned and escalating issues to a supervisor when necessary.
Coaches and assists with training new team members joining the branch.
Contributes to branch sales goals by engaging members in dialogue to determine their financial needs and recommending products or services that meet those needs using various sales techniques.
Promotes the credit union’s member service delivery methodology and philosophy to branch staff.
Acts as key holder on rotating basis, performing branch opening and closing responsibilities.
Makes recommendations to supervisor for improvements within the branch that would result in improving the delivery of service to the membership.
Works as a team member of the office in assisting in the daily functions of operation in the absence of the manager.
Represents the credit union at Select Employer Group (SEG) signups onsite as requested.
Directs workflow of staff in absence of the Branch Leader and Assistant Branch Leader.
Participates in available credit union self-development education programs and required compliance courses through self-study, Digital University, and the credit union’s training department.
Performs other duties or special projects as required or as assigned by a supervisor.
Talent Development Rep III
First Harvest Credit Union
July 2021 to May 2023
Delivers and develops effective training for new hires such as BSA, TIS, system training, position specific training, policy/procedural changes and other credit union related topics.
Coaches, develops and motivates credit union employees and evaluates their performance while in training.
Collaborates with security personnel and outside vendors to coordinate staff training.
Coordinates the training schedules of new and existing employees with department managers.
Administers and tracks all required training and coursework for new and existing employees through established Learning Management System.
Coordinates with departmental and branch leaders training schedules and release dates for new hires.
Regularly tests trainees to measure progress and to evaluate effectiveness of training.
Follows up with new employees to ensure transition into department is seamless and that they are supported by the department assigned.
Maintains a database detailing the training progress and self-development of each employee.
Maintains training rooms’ availability in Outlook.
Stays informed of new developments, methods and techniques in the field by participating in seminars, webinars, conferences and/or workshops and maintains membership with ATD.
Sets the example in the participation of the credit union’s self-development education program and required compliance courses through Digital University and other available resources.
Performs other duties or special projects as required or as assigned.
Member Service Representative
First Harvest Credit Union
Voorhees NJ
March 2020 to July 2021
•Provide exceptional customer service to internal and external customers
•Cultivate long-term relationships with new and existing clientele
•Adhere to internal controls, operational procedures, and risk management policies
•Ensure all compliance is upheld to current banking regulations
•Maintain a balanced cash teller drawer
•Answer customers' questions, and provide information on procedures or policies
•Resolve customer complaints
•Responsible on a daily basis of processing data to produce accurate facts, figures and reports
Branch Banker II
BB&T - Lawnside, NJ
December 2013 to February 2020
•Provide exceptional customer service to internal and external customers
•Cultivate long-term relationships with new and existing clientele
•Adhere to internal controls, operational procedures, and risk management policies
•Ensure all compliance is upheld to current banking regulations
•Maintain a balanced cash teller drawer
•Answer customers' questions, and provide information on procedures or policies
•Resolve customer complaints
•Responsible on a daily basis of processing data to produce accurate facts, figures and reports or
• reconcilements
•Accountable for deposit growth and retention
Head Cashier
Murphy's Marketplace - Atco, NJ
August 2008 to December 2013
•Complete Payroll for entire store
•Recruit staff members and oversee training programs
•Issue receipts, refunds, credits, or change due to customers
•Calculate total payments received during a time period and reconcile this with total sales
•Demonstrate exceptional customer service by greeting customers entering establishment, assisting
•with any issues or questions
•Sort, count, and wrap currency and coins; while maintaining proper limits at all times
•Process merchandise returns and exchanges
•Receive payment by cash, check, credit cards, vouchers, or automatic debits
•Maintain inventory with proper pricing for weekly sales
Contact this candidate