Data Entry Service Representative

TANIA WILLIAMS

443-***-**** - *************@**********.***

Professional Summary

I am a member service representative with advanced knowledge of Encore portfolio asset management system. I possess exceptional organizational, project management and leadership skills. My background in the banking industry has provided me with the tools to accel business projects forward with the ability to effectively maintain cost.

Accomplishments

Bank Vault Custodian

Senior MSR

Skills

Data Entry and Maintenance

Business Development

Administrative and Office Support

Microsoft Office Suite

Microsoft Exchange

Sales Report Generation

Customer Account Management

Data Compiling

Technical Support

Dashboarding

Work History

03/2018 to 06/2022

Navy Federal Credit Union – Annapolis, MD 40HRS

David Ogunforwora 240-***-****

Provides universal member service to clients by offering all products navy federal has to offer to meet business needs

Maintaining knowledge on the current promotions and rates.

Thoroughly listening and engaging with members to uncover there wants and needs and to identify cross service opportunities.

Properly knows how to handle large amounts of money and balance drawer.

Working strongly and closely with team members to provide an outstanding working environment and service for our members.

Draft quarterly and yearly reports on company financial metrics to assess successes and account for company expectations using SQl.

Adapting well to changes that occur while learning and educating others.

Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.

Researched and rapidly resolved client conflicts to maintain key accounts.

Trained and directed new employees in call script use, conflict resolution and data entry practices to boost customer satisfaction ratings.

Learned all internal systems and related service role duties to provide skilled team backup in handling customer demands.

08/2015 to 03/2018

Bank of America – Clarksville, MD 40HRS

Makini Dorsey 410-***-****

Advise day to day clients regarding both personal and business financial needs such as money management, lending, mortgage, and investments.

Create comprehensive financial reports and dashboards to reflect growing organizational complexity using excel

Maintains knowledge of current promotions and banking services.

Listening and engaging with clients to understand their top priorities and create the best financial plan for meeting short- and long-term goals.

Providing the proper established policies and procedures up to the tiniest details in order to protect clients and bank from fraud.

Providing careful attention to detail working with large amounts of money to balance accurately.

Ensuring security of bank vaults.

Actively pursue personal learning and development opportunities.

Leveraged sales expertise to promote products and capitalized on upsell opportunities.

Collected customer feedback and made process changes to exceed client satisfaction goals.

Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

Evaluated account and service histories to identify trends, using data to mitigate future issues.

Education

High School Diploma

Hammond High School - MD

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