Services Representative Credit Union
Resume:
Diana Venable
Appleton, WI *****
**************@*****.***
Authorized to work in the US for any employer
Work Experience
Member Services Representative
Prospera Credit Union - Appleton, WI
June 2023 to Present
• Assists members in person, through drive-ups, and by telephone by operating an on-line teller terminal to process their transactions, which include but are not limited to deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information.
• Processes special member requests, including but not limited to account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes.
• Concentrates on building financial relationships with members, using a consultative approach.
• Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members’ needs.
• Balances cash drawer and transactions daily in accordance with the Teller Balancing Policy. Seeks recovery of any errors. Communicates errors to members whose accounts are affected.
• Opens and/or closes the branch following all applicable procedures and policies.
• Performs miscellaneous duties including but not limited to mail transactions, night deposits, deposit verifications, filing, updating accounts, etc.
• Keeps up to date on procedural and policy changes. Cashier
FKG OIL COMPANY - Appleton, WI
September 2022 to February 2023
Part-time cashier position.
UI Benefits Specialist Adjudicator
WI Dept of Workforce Development - Appleton, WI
April 2022 to September 2022
• Investigation of Unemployment Insurance benefit eligibility issues
• Reviewed relevant information to identify eligibility issues
• Identified and obtained required investigative elements from relevant parties
• Prepared a clear and concise record
• Analyzed information to identify and obtain additional facts/statements from relevant parties
• Evaluated labor market information to identify facts that may impact the claimant’s benefits
• Investigation and resolution of Unemployment Insurance benefit eligibility issues involving erroneous payments
Career Navigator Coach
WI Dept of Workforce Development - Green Bay, WI
January 2022 to April 2022
(Project Position)
Provided navigation resources to help advance clients in current job or finding a new job, including options related to:
• Jobs
• Training programs
• Apprentices
• Resume/Cover letter assistance
• Transportation
• Childcare programs
• Long-term care and mental health resources
• State and federal grants, Financial literacy programs and resources UI Fraud Investigator
WA Employment Security Department - Olympia, WA
September 2021 to January 2022
(Non-permanent position during COVID Pandemic)
• NASW Certified
• Identified and adjudicated fraudulent and incorrect claims
• Unemployment payments
• Verified employer-provided wages and un-reported wages
• Investigated identity documents provided by claimants
• Investigated (PUA) Pandemic Unemployment Assistance claims UIS2 Claims Specialist
WA Employment Security Department - Olympia, WA
July 2020 to September 2021
Non-permanent position during COVID Pandemic)
• Answered questions from claimants regarding procedures, laws & policies with respect to unemployment insurance
• Investigated and detected unemployment issues and took action on customer calls
• Handled complaint calls from claimants and, when necessary, escalated to appropriate level
• Answered complex questions from employers, claimants, others, advised based on UI laws, policies, and procedures
• Applied complex laws, policies, rules, regulations, and procedures applicable to the unemployment insurance program
• Reviewed documents for completeness, accuracy and compliance with laws and regulations
• Identified specific issues relative to eligibility and referred to Adjudication for determination
• Conducted interviews, reviewed and obtained work history, verified earnings/hours to complete complex claims
• Communicated reporting requirements, benefits and eligibility rights to claimants, employers, and third parties
Sales & Marketing Account Representative
VALPAK - Silverdale, WA
July 2002 to September 2020
• National Sales Achievement Award Winner 2003 – 2015, Google Ad Words Certified
• Identified, cultivated, and closed opportunities to a variety of different types of businesses
• Worked with key decision makers to understand their initiatives in developing integrated marketing solutions and matched the Valpak product portfolio to their needs
• Created and delivered powerful and persuasive presentations to key decision makers utilizing the Valpak Media portfolio of products
• Conducted face-to-face presentations, and closed opportunities to drive revenue and hit overall revenue targets
• Lead in the development of client contract negotiations through the close and/or renewal of business
• Created and managed Prospect/Client database and Sales/Revenue, using Salesforce CRM platform
• Created and participated in opportunities, served as a public representative and image of Valpak in the local community to network, develop and maintain Slovaks presence
• Promoted and attended non-profit events
• Served as a member of the Chamber of Commerce and other local councils Education
Some college
Skills
• Salesforce
• Google Suite
• Customer service
• Microsoft Office
• Communication skills
• Basic math
• Microsoft Outlook
• Microsoft Excel
• Computer literacy
• Office experience
• Time management
• Inside sales
• B2B Sales
• Upselling
• Phone etiquette
• Cashiering
• Workforce Development
• Banking
• Customer service
• Inside sales
• Cash handling
• Order entry
• Sales
• Upselling
• UI
• Office management
• Documentation review
• Negotiation
• Presentation skills
• Marketing
• Google Suite
Certifications and Licenses
NASWA UI Fraud Investigation Certified
December 2021 to Present
Contact this candidate