caleb Scott
Sanford
Summary
Dynamic Member Service Officer at State Employees Credit Union with expertise in regulatory compliance and customer service. Enhanced customer satisfaction through effective conflict resolution and product knowledge. Proven ability in database management and teamwork, fostering a collaborative environment while ensuring accurate loan processing and document verification.
Overview
9
9
years of professional experience
Work History
Member Service Officer
State Employees Credit Union
Cary
01.2018 - Current
- Ensured compliance with all applicable laws and regulations pertaining to financial services.
- Updated system with order specifics and customer details, preferences, and billing information.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Updated databases with new and modified customer data.
- Participated in training sessions to stay up-to-date on regulations governing financial institutions.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Responded promptly to telephone calls from members seeking assistance or advice on their accounts.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Verified identity documentation submitted by members prior to opening new accounts.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Utilized job-related software to prepare change of address records and issue service discontinuance orders.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Processed loan applications from members including verifying income, assets and credit scores.
- Provided guidance and instructions to staff regarding proper handling of member related issues.
- Promoted available products and services to customers during service, account management and order calls.
- Performed daily review of incoming mail, processed payments, and updated account information as needed.
- Maintained a high level of confidentiality when dealing with sensitive personal information.
Shipping and Receiving Clerk
Lowes Distribution Center
Apex
10.2017 - 12.2018
- Logged inbound and outbound discrepancies for wrong products, incorrect quantities and damages.
- Obtained required documentation to process shipments and support movement.
- Processed outbound shipments, including packing and labeling products for delivery.
- Compared and verified identifying information of outgoing shipments.
- Ensured compliance with safety regulations related to hazardous materials handling.
- Tracked inventory levels, handling aspects of shipping and receiving and kept accurate records.
- Operated lift and hand trucks to transfer materials to and from target areas.
- Coached new staff preparing outgoing and receiving incoming shipments.
- Coordinated with vendors on shipping schedules and backorders.
- Monitored merchandise received and shipped from facility in computer system.
- Troubleshot issues related to shipping and receiving in compliance with corporate procedures.
- Unpacked and examined incoming shipments to confirm consistency with records and routed materials to appropriate department.
- Operated forklifts, hand trucks, or other equipment to load, unload, transport and store goods.
- Scheduled large shipments and planned logistics to reserve sufficient storage space for incoming items.
Backroom Member
Target
Apex
07.2016 - 10.2017
- Cashier responsibilities
- Operated equipment and machinery according to safety guidelines.
- Worked with cross-functional teams to achieve goals.
- Get product from backroom ready to be pushed to sales floor
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Maintained updated knowledge through continuing education and advanced training.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Assisted with customer requests and answered questions to improve satisfaction.
- Prioritized and organized tasks to efficiently accomplish service goals.
Sales associate
Buckle
Greenville
01.2016 - 06.2016
- Welcome customers by greeting them; offering them assistance
- Directs customers by escorting them to racks and counters; suggesting items
- Advise customers by providing information on products
- Helps customer make selections by building customer confidence; offering suggestions and opinions
- Documents sale by creating or updating customer profile records
- Processes payments by totaling purchases; processing checks, cash, and store or other credit cards
- Keeps clientele informed by notifying them of preferred customer sales and future merchandise of potential interest
- Contributes to team effort by accomplishing related results as needed
Education
BA - Psychology, Business
East Carolina University
Greenville, NC01.2016
Skills
- Regulatory compliance
- Customer service
- Database management
- Loan processing
- Conflict resolution
- Sales strategies
- Product knowledge
- Interpersonal communication
- Attention to detail
- Teamwork skills
- Time management
- Problem solving
- Data entry
- Cash handling expertise
- Customer retention mastery
- Document verification
- Customer care experience
- Computer skills
- Recordkeeping strengths
- Software navigation
Timeline
Member Service Officer
State Employees Credit Union
01.2018 - Current
Shipping and Receiving Clerk
Lowes Distribution Center
10.2017 - 12.2018
Backroom Member
Target
07.2016 - 10.2017
Sales associate
Buckle
01.2016 - 06.2016
BA - Psychology, Business
East Carolina University
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