Highly motivated and bilingual candidate with a strong educational background and proven success in providing exceptional customer service. Skilled in effectively communicating and cross-selling financial products to meet the needs of members. Consistently achieving sales goals and fluent in Spanish. Confident in contributing to team success.
Overview
3
3
years of professional experience
Work History
Security Front Desk
New England Security
05.2024 - Current
Data Entry
Monitoring property entrances
Authorizing entry of people
Assisting people in need
Submitting reports of daily surveillance activity
Safety software knowledge
Member Service Representative
Digital Federal Credit Union
10.2022 - 03.2024
Effectively communicate DCU products and services to prospective and existing members, leading to successful new memberships and increased account openings
Identify and address the financial needs of members, cross-selling relevant products to enhance their financial well-being
Build strong business relationships with members to identify sales opportunities and achieve sales goals
Originate mortgage loans to assist members in achieving their homeownership goals
Conduct regular audits of new membership applications, new account applications, and loan files to ensure compliance with established procedures
Process consumer loan requests and perform teller transactions to meet sales targets
Perform all member service representative and teller duties, demonstrating flexibility and adaptability
Consistently achieve 100% of sales goals on a monthly basis
Undergoing training with the Team Leader to progress toward a leadership role
Assist with branch opening and closing procedures as required
Lead sales promotions to drive overall sales goals individually and as a team on a monthly basis.