Summary
Overview
Work History
Education
Skills
Languages
Timeline
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ROSA M. HERNANDEZ

Tucson

Summary

Highly experienced, dedicated and loyal Member Service professional with solid track record of performance in the financial services industry. Seeking transition to a new role where attention to detail, efficiency, and accuracy would be valuable.

Qualified Assistant Branch Manager with strong background in member services. Successfully improved service processes and enhanced member satisfaction through effective problem-solving and communication. Demonstrated proficiency in managing member accounts and handling inquiries with professionalism and efficiency.

Qualified Assistant Branch Manager with strong background in member services. Successfully improved service processes and enhanced member satisfaction through effective problem-solving and communication. Demonstrated proficiency in managing member accounts and handling inquiries with professionalism and efficiency.

Qualified Assistant Branch Manager with strong background in member services. Successfully improved service processes and enhanced member satisfaction through effective problem-solving and communication. Demonstrated proficiency in managing member accounts and handling inquiries with professionalism and efficiency.

Experienced with delivering top-notch member service and ensuring high satisfaction levels. Utilizes excellent communication and problem-solving abilities to address member inquiries and concerns effectively. Track record of fostering collaborative team environments and adapting to evolving member needs.

Knowledgeable and dedicated member service professional with extensive experience in the credit union industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with members. Motivated to maintain member 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

29
29
years of professional experience

Work History

Senior Member Service Representative

Pima Federal Credit Union
04.2013 - Current
  • Promotes financial products and services to improve our members well being. take the time to establish rapport and listen carefully to recommend the best products and services to meet the members needs.
  • Achieve individuals and sales goals and keep up to dale with all credit union products and services
  • Increased accuracy in account management, diligently verifying member information during transactions.
  • Fostered a positive working environment through regular feedback sessions and encouragement of open communication among team members.
  • Identified opportunities for upselling products and services, contributing to branch goals and business growth goals.
  • Mentored new employees to enhance member service skills and improve team performance.
  • Streamlined account management processes to increase efficiency in member transactions.
  • Resolved complex member inquiries, ensuring high satisfaction and retention rates.
  • Developed training mechanism to mentor new hires in training and development to enhance their capabilities.
  • Assist the branch manager in brainstorming ideas to meet our branch goals
  • Support employees in resolving complex situations and handling member complaints.
  • Support employees with manager approvals and overrides on over the limit transactions


Member Service Officer / Collections Officer

PIMA FEDERAL CREDIT UNION
03.2011 - 04.2013
  • Prioritize workflow of a portfolio of legal and delinquent accounts. Assist members by offering various options to remedy their delinquent accounts. Selected to travel between branches and train new hires as needed.
  • Process extensions and modifications via phone and in person to ensure excellent member service and reduce delinquency ratio.
  • Collaborate with the credit union attorney to assign delinquent accounts to prepare for legal action, also review documents with attorney to ensure files are correct for auditing purposes. Prepare legal memos with all necessary documentation to garnish wages or demand possession of our collaterals.
  • Coordinate with the credit union insurance company to initiate disability and unemployment claims and communicate with members to gather information for claims processing and payment.
  • Significant Contributions: Performance evaluations consistently recognize top performance & exceeding goals.

Senior Branch Member Representative / Member Service Officer

TUCSON OLD PUEBLO CREDIT UNION
06.2001 - 03.2011
  • Originated and opened member share, share drafts, share certificates, IRA and other types of operational accounts, such as club accounts and holiday subaccounts.
  • Assisted members with loan application process for mortgage and consumer loan products, as well as auto, signature, and credit card applications.
  • Accepted loan applications by phone and in person. Forwarded to underwriters for review in a timely manner.
  • Developed new member relationships and expanded existing member relationships through the sale and Cross sale of products and services. Assessed members’ requests and determined which products best met needs.
  • Assisted branch in training and development of new hires. Ensured that time schedule was followed to assure staff coverage and provide the highest level of customer service. Met periodically with staff to guide and train in efficiently resolving member complaints.
  • Significant Contributions: Lead a team of 4 employees. Received numerous members thank you cards, letters and gifts for providing outstanding service.

Teller

BANK OF AMERICA
01.1996 - 01.2001
  • Customer service; cash handling and daily transaction processing with speed and accuracy; and focus on cross sale of bank products and services. Balanced drawer within 15 minutes, & followed all policies and procedures.

Education

PIMA COMMUNITY COLLEGE
Tucson, AZ

High School graduate -

Local PUEBLO HIGH SCHOOL

Skills

  • Self-motivated with diverse personality engagement
  • Bilingual communication in English and Spanish
  • Strong understanding of skill sets
  • Member service proficiency
  • Effective presentations
  • Collaborative team building
  • Report preparation
  • Detail-oriented data entry
  • Computer / Technology proficiencies – Windows (Word, Excel, PowerPoint & Outlook)
  • Commitment to goal achievement
  • Branch operations
  • Goal-oriented mindset

Languages

Spanish
English
Full Professional

Timeline

Senior Member Service Representative

Pima Federal Credit Union
04.2013 - Current

Member Service Officer / Collections Officer

PIMA FEDERAL CREDIT UNION
03.2011 - 04.2013

Senior Branch Member Representative / Member Service Officer

TUCSON OLD PUEBLO CREDIT UNION
06.2001 - 03.2011

Teller

BANK OF AMERICA
01.1996 - 01.2001

PIMA COMMUNITY COLLEGE

High School graduate -

Local PUEBLO HIGH SCHOOL
ROSA M. HERNANDEZ