Helping members acheive a greater financial well -being
Account Service Representative (Current Employee) – Granite Bay, CA – January 15, 2014
I typical as an account representative was a busy one. On my down time I would be working on audits and calling members to follow up on my product pipeline or any leads I was working on.
Throughout the day I would help out on the teller line to try to bring in more business for myself as well as help the tellers. I would also approve a lot of their transactions so I work very close with the tellers.
I have members sitting down to talk about their accounts, open up new accounts, apply for loans, and honestly just to talk as well. I build great rapport with our members which is why I am so successful, they tell me how their children are doing, where they went on vacation, how their weekend was. I gain their trust so when it does come to any suggestions I may have as to their financial well-being they are more open, in return, it helps me to be successful.