Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Stephanie Taylor

Winterville

Summary

Results-driven Senior Member Services Representative with over 11 years of experience in the financial sector. Skilled in team management, problem-solving, and maintaining high standards of customer service while ensuring compliance and accuracy in all transactions.

Overview

1
1
Certification
17
17
years of professional experience

Work History

Senior Member Services Representative

State Employees Credit Union of North Carolina
Greenville, NC
02.2015 - Current

Deliver exceptional service by assisting members and prospective members with financial institution products, services, and policy updates. Process a high volume of financial transactions, including deposits, withdrawals, transfers, and loan payments, while maintaining accuracy in cash handling and balancing a teller drawer daily. Open new accounts for eligible members and serve as the branch vault custodian, ensuring proper cash management and security procedures. Develop extensive knowledge of lending and account services by assisting with loan application intake, gathering member information for loan consideration, and completing a variety of account maintenance and service requests. Maintain a high level of professionalism, confidentiality, and accuracy while building strong member relationships and supporting overall branch operations.

Senior Teller/Client Care Specialist

Yadkin Bank (formerly VantageSouth Bank and East Carolina Bank)
Winterville And Greenville, NC
09.2010 - 02.2015

Delivered exceptional customer service by processing a variety of teller transactions, including deposits, check cashing, withdrawals, and loan payments with accuracy and efficiency. Kept customers and prospective customers informed about financial institution products, services, policy updates, and new digital enhancements. Identified customer needs and recommended appropriate financial products and services while explaining available features and self-service tools. Responded to customer and non-customer inquiries by phone, addressing questions, resolving concerns, and handling complaints professionally. Troubleshoot and resolved technical issues related to online banking, bill pay, and other digital banking services, ensuring a positive customer experience while maintaining confidentiality and compliance with institutional policies.

Retail Sales Associate

Kohls Department Store
Greenville, NC
08.2009 - 07.2010

Assisted customers with personal clothing options, solicited the Kohl's credit card to customers, processed cashier transactions with the use of debit/card cards and/or cash as methods of payments, provided excellent customer service to all customers, provided janitorial services, restocked clothing racks and walls with merchandise, also made sure dressing rooms were clean from debris and clothing throughout the scheduled workday.

Education

High School Diploma -

South Central High School
Winterville, NC
06-2009

Skills

  • Client relationship building
  • Customer service expertise
  • Call center experience
  • Team management
  • Microsoft program knowledge (Word, Excel, Powerpoint)
  • Microsoft TEAMS experience

Certification

Notary Public: 201508400128

Expiration date: March 18th 2030

Timeline

Senior Member Services Representative

State Employees Credit Union of North Carolina
02.2015 - Current

Senior Teller/Client Care Specialist

Yadkin Bank (formerly VantageSouth Bank and East Carolina Bank)
09.2010 - 02.2015

Retail Sales Associate

Kohls Department Store
08.2009 - 07.2010

High School Diploma -

South Central High School
Stephanie Taylor