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Home: 000-000-0000 | Cell: 000-000-0000
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Enthusiastic and friendly Member Service Representative skilled at building rapport with diverse customers while answering account questions resolving issues and maximizing sales opportunities. Specialized in working with credit union and bank members to ensure customer satisfaction remains high.
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- Guarantee positive customer experiences at all times.
- Compile information for scheduled reports on accounts and other metrics.
- Recommend appropriate institution services and products to customers.
- Interview potential customers to assess needs.
- Contact business account holders to offer new services.
- Generate leads through telephone and email contact with customers.
- Won Top Performer award three times for ranking first in location sales.
- Actively cross-sold financial services to customers.
- Followed-up with existing account holders to suggest new products.
- Collaborated with team members to maximize sales opportunities.
- Answered in-person email and telephone inquiries from customers.
- Set up account files and educated members on details and use.
- Researched account issues and discrepancies.
- Processed loan application documents.
- Opened new credit union accounts.
- Promoted accounts products and services based on consultations.
- Informed customers and potential customers about investment opportunities.
- Assisted members in completing account tasks and clearing issues with balances.
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