Elizabeth Caldwell
Norfolk,VA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
13
13
years of professional experience
Work History
Member Service Representative
Navy Federal Credit Union
09.2017 - Current
- Educated and engaged members with new bank products and services.
- Processed loan applications for members in branch.
- Opened member accounts and provided deposit and withdrawal receipts.
- Verified customer identification and documentation for compliant transactions.
- Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
- Educated members about billing, payment processing and support policies and procedures.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Developed highly empathetic member relationships and earned reputation for exceeding service standard goals.
Personal Banker
SunTrust
01.2014 - 09.2017
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
Salesperson
Cox Communications
04.2011 - 01.2014
- Worked to build relationships with customers and built potential for additional sales.
- Engaged customers in social conversations to create pleasant and easy shopping experience.
- Increased sales and customer satisfaction through personalized servicing.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
Skills
- Banking Operations Support
- Loan Application Processing
- Loan Disbursement
- Clear Verbal Communication Skills
Accomplishments
maintained a 100% score on member surveys.
Timeline
Member Service Representative
Navy Federal Credit Union
09.2017 - Current
Personal Banker
SunTrust
01.2014 - 09.2017
Salesperson
Cox Communications
04.2011 - 01.2014
Similar Profiles
Zaharenia Jackie ManosZaharenia Jackie Manos
Member Service Representative at Navy Federal Credit UnionMember Service Representative at Navy Federal Credit Union
ISABEL LOPEZISABEL LOPEZ
Assistant Manager, Training & Analytics at Navy Federal Credit UnionAssistant Manager, Training & Analytics at Navy Federal Credit Union
Angelica L. Grandison 36791Angelica L. Grandison 36791
Member Services Representative IV: Consumer Loan Services, Titles and Pal Val at Navy Federal Credit UnionMember Services Representative IV: Consumer Loan Services, Titles and Pal Val at Navy Federal Credit Union
Madyson HawkinsMadyson Hawkins
Member Service Representative at Navy Federal Credit UnionMember Service Representative at Navy Federal Credit Union
Julissa SheffieldJulissa Sheffield
Work Center Supervisor at United States NavyWork Center Supervisor at United States Navy