Jonathan Durand
Woodbridge
Summary
Personable Member Service Representative offering two years of experience resolving account and service concerns for Members. Smoothly uncovers and solves challenges while promoting company products and maintaining loyal, satisfied members. Focused on surpassing expectations and driving team success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Member Service Representative 2
Navy Federal Credit Union
07.2022 - Current
- Performed teller transactions and platform services while earning increased responsibilities based on performance excellence.
- Exhibited high energy and professionalism when dealing with members and leadership.
- Working Knowledge of Encore, Unified Service Desk Outlook, and Enet.
- Consulted members by articulating complex concepts in a simplified manner involving Navy Federal products.
- Maintained awareness of security risk, confidentiality, and fraud prevention topics to protect member assets.
- Knowledgeable on BSA/AML regulations.
- Successfully obtained Level one authority to authorize transactions for member service representatives.
- Received 15 branch surveys favorably contributing to the Montclair Branch, highlighting professional and efficient service.
- Prevented $33,250 in fraudulent checks by identifying financial fraud or abuse patterns on a consistent basis involving accounts, products, and services.
- One of the top NFIS Referall submitters for the Lake Montclair Branch.
- Trusted member service representative with experience assisting local branches such as Kenneth R Burns and Lee Gown.
- Contributed towards strengthening member long-term financial health through Navy Federal products and services.
- Served as a member education champion who successfully hosted trainings on a consistent basis.
Licensed Sales Producer
Allstate Insurance
01.2022 - 07.2022
- Built rapport, relationships, and partnerships with property and casualty agency owners.
- Collaborated with financial advisor on a consistent basis.
- Managed appointments for in-person and virtual sales engagements while consistently exceeding KPIs and goals.
- Completed annual reviews under assigned books of business.
- Attended continuing education courses and workshops pertaining Anti-Money Laundering Regulations.
- Successfully produced $6K in annual premiums within (1) week while specializing in Final Expense, Disability Insurance, Mortgage Protection Insurance, and Permanent/Term Life Insurance.
- Quickly learned insurance best practices involving policies, products, and services; and leveraged knowledge of top three carriers, including Lincoln Financial Group, John Hancock & Protective Life Insurance Company.
- Scheduled appointments with clients and referrals on behalf of the financial advisor regarding annuities.
Framer
Prefab Solutions
12.2019 - 10.2021
- Worked Closely with Project Managers to complete assigned tasks.
- Maintained full oversight of floor operations and warehouse services while facilitating team collaboration and management, addressing OSHA and safety requirements, and meeting strict deadlines for critical work deliverables.
- Completed installations of building structures, trim, flooring.
- Checked measurements and completed accurate cuts to prevent materials waste and maintain cost controls.
- Trained new employees to learn new systems, apply best practices and comply with protocols and regulations.
Lifeguard (Seasonal)
Ellis And Associates
07.2019 - 09.2019
- Maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support.
- Maintained responsibility for opening and closing facility, sustaining safety awareness, enforcing policies and procedures.
- Recorded daily activity logs and incident reports for tracking purposes.
- Trained new lifeguards on safety procedures and protocol.
Assistant Manager (Seasonal)
Cherry Hill Programs
05.2019 - 06.2019
- Produced collaborative work environment by fostering communication and cooperation among team members.
- Developed and implemented training programs to improve consultative solution selling skills and maximize revenue.
- Supervised and coordinated co-workers by assigning tasks, delegating authority, and providing constructive feedback.
- maintained accountability as the key holder for opening/closing store operations, balancing register, depositing daily earnings, and handling conflict resolution during challenging situations.
Education
Associate of Science - Business Administration
Northern Virginia Community College
Woodbridge, VA12.2024
High School Diploma -
Colgan Senior High School
Manassas, VA2019
Certification
- OSHA - 30. - Occupational Safety and Health Administration.
- Life Health and Annuities - Burea of Insurance/Commonwealth of Virginia.
- Certified Scrum Master - Issued by Scrum Alliance.
Timeline
Member Service Representative 2
Navy Federal Credit Union
07.2022 - Current
Licensed Sales Producer
Allstate Insurance
01.2022 - 07.2022
Framer
Prefab Solutions
12.2019 - 10.2021
Lifeguard (Seasonal)
Ellis And Associates
07.2019 - 09.2019
Assistant Manager (Seasonal)
Cherry Hill Programs
05.2019 - 06.2019
Associate of Science - Business Administration
Northern Virginia Community College
High School Diploma -
Colgan Senior High School
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