JULIUN LEWIS
Philadelphia
Summary
To obtain a challenging position that will best utilize my financial and customer service skills and abilities within a growth-oriented organization with the potential for advancement. Flexibility as a team player as well as an independent worker.
Overview
6
6
years of professional experience
Work History
Member Service Representative
Ardent Credit Union
08.2022 - Current
- Educated members on financial literacy topics, empowering them to make sound financial decisions for their future success
- Investigated and resolved accounting, service and delivery concerns
- Assisted members with account management, including updating personal information and setting up automated payments
- Maintained high-quality service by adhering to company policies and standards in all member interactions
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly
- Delivers personalized service that focuses on individual member needs
- Accountable for meeting and tracking production, quality and sales goals
- Open additional accounts/services requested by members
- Provide information/make suggestions for all relevant Credit Union products and services
- Deliver problem solving solutions for members as required
- Submit loan applications and cross-sell supplemental loan products.
Member Experience Officer
Sun East Federal Credit Union
11.2021 - 07.2022
- Implemented process improvements that streamlined workflows, reducing redundancies and increasing operational efficiency
- Frequently inspected production area to verify proper equipment operation
- Provide exceptional customer service to our members; by promoting credit union products and services to improve our members' financial well-being
- Always take the time to establish a rapport and listen carefully so that you are sure to recommend and cross-sell the absolute best products and services to meet their needs
- Open and close accounts, answer questions, solve problems, update member information, and process loan applications
- Process banking transactions accurately and efficiently while maintaining a balanced cash drawer; while working hard to achieve individual and team sales goals by keeping up-to-date on all credit union products and services.
Financial Services Representative
South Jersey Federal Credit Union
03.2021 - 11.2021
- Responsible for performing basic transactions for members such as, but not limited to, the following: deposits, withdrawals, transfers, wire/western union requests, money order purchases, subaccount opening/closings, check transactions, loan payments, and Visa cash advances
- Open member's accounts such as main share savings, checking, special savings and club accounts
- Meets established individual and group sales goals by using various sales techniques
- Cross-sells credit union's products and services to obtain team goals, by referring members to a supervisor when necessary, such as, investments, mortgages, various insurance products, loans, and other related financial services
- Operates office machines such as, photocopiers, scanners, facsimiles machines, voicemail systems, personal computers, and postage machines
- Attends offsite events to increase membership
- Ensures that all security measures are in place and being followed (i.e., bait money, locked stations, alarms, etc.) notifying supervisor of any security violations.
Sales and Service Specialist
Bridgestone Firestone
10.2019 - 03.2021
- Responsible for providing superior customer service and assist in driving sales across the commercial, retail, and hard parts business
- Provide essential task support by partnering with management to execute visual presentation standards, provide phone and in-person support to commercial customers, maximize inventory, and proactively engage customers on the sales floor and at the register
- Promptly answers all incoming customer calls on the Commercial phone line; professionally address and direct customer needs
- Engage all customers as needed, whether on the commercial phone line or on the retail sales floor and is fully trained on all register procedures
- Handle all customer transactions; including all sales, returns, and defectives
- Reconcile their transaction history and drawer at the conclusion of each shift.
Sales Associate
Staples
10.2018 - 07.2019
- Built relationships with customers to encourage repeat business
- Created inviting environment for customers by maintaining store organization and cleanliness
- Engaged with customers to build rapport and loyalty
- Conducted product demonstrations to highlight features and redirect objections to positive aspects
- Provide exceptional customer service and create a customer centric environment
- Utilize operational interactivity to comfortably connect with customers understand their needs and present solutions
- Perform front end responsibilities such as cashier, returns and reserve online pick up in store with no impact to the customer experience.
Skills
- Customer Service Skills
- Problem solver
- Self-Motivated
- Dependability
- Adapt to Changing
- Sales
- Excellent Communication
- Account Management
- Sales and Upselling
- Recordkeeping strengths
Timeline
Member Service Representative
Ardent Credit Union
08.2022 - Current
Member Experience Officer
Sun East Federal Credit Union
11.2021 - 07.2022
Financial Services Representative
South Jersey Federal Credit Union
03.2021 - 11.2021
Sales and Service Specialist
Bridgestone Firestone
10.2019 - 03.2021
Sales Associate
Staples
10.2018 - 07.2019
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