Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Philip Williams

Virginia Beach

Summary

Dynamic Member Service Representative with a proven track record at TEKsystems/Navy Federal Credit Union, excelling in customer support and relationship building. Expert in transaction processing and dispute resolution, enhancing member satisfaction and operational efficiency. Recognized for mentoring team members and streamlining processes, driving improved service delivery and retention rates.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Member Service Representative (Remote)

TEKsystems/Navy Federal Credit Union
Virginia Beach, VA
04.2025 - 12.2025

Remote/ Work from home

  • Assisted members with account inquiries and transaction processing to enhance customer satisfaction.
  • Provided accurate information on products and services, fostering informed decision-making among members.
  • Handled member complaints effectively, ensuring timely resolution and maintaining strong relationships.
  • Collaborated with team members to streamline service processes, improving overall efficiency of operations.
  • Processed and submitted fraud claims to ensure timely resolution.

Team Lead

Vip Staffing
New York, NY
09.2022 - 12.2025
  • Led team in executing staffing solutions, ensuring timely fulfillment of client needs.
  • Mentored junior staff, enhancing their skills and productivity through training programs.
  • Streamlined recruitment processes, improving candidate selection efficiency and turnaround time.
  • Developed strategies for employee engagement, resulting in improved retention rates within the team.

Sales Agent (Hybrid)

Life Protect 24/7
Norfolk Va
01.2024 - 12.2024
  • Conducted comprehensive needs assessments to determine customer requirements for life protection services.
  • Developed and maintained relationships with clients, ensuring high levels of satisfaction and retention.
  • Educated clients on product features and benefits, facilitating informed decision-making.
  • Managed inbound and outbound calls, effectively addressing inquiries and resolving issues promptly.
  • Utilized CRM software to track customer interactions and manage follow-up communications efficiently.
  • Assisted teams in completing tasks in hybrid remote and in-office settings. Supported collaboration efforts to enhance productivity across various work environments. Contributed to maintaining effective communication among team members.

Education

No Degree -

St Francis College
Brooklyn NY

High School Diploma -

Bishop Loughlin Memorial Hs
Brooklyn NY
06.2008

Skills

  • Customer service
  • Relationship building
  • Financial transactions
  • Customer support
  • Transaction processing
  • Call center experience
  • Account management
  • Dispute resolution
  • Issue resolution
  • Escalation handling
  • Product recommendations
  • Complaint handling
  • Client education
  • Sales strategy
  • Service upselling
  • Service recommendations
  • Database management
  • Product sales
  • Database maintenance
  • Banking
  • Account reconciliation
  • Document processing
  • Payment processing
  • Workflow optimization

Certification

Working on a Data Entry Certificate

Timeline

Member Service Representative (Remote)

TEKsystems/Navy Federal Credit Union
04.2025 - 12.2025

Sales Agent (Hybrid)

Life Protect 24/7
01.2024 - 12.2024

Team Lead

Vip Staffing
09.2022 - 12.2025

No Degree -

St Francis College

High School Diploma -

Bishop Loughlin Memorial Hs
Philip Williams