Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julisa Terry

Memphis

Summary

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Overview

9
9
years of professional experience

Work History

Universal Banker

Orion Federal Credit Union
10.2023 - Current
  • Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, excellent service and accurate member transactions.
  • Input data, collect and enter loan information and uncover any additional needs.
  • Assist with ongoing marketing campaigns and sales promotions within the branch to increase sales volume.
  • Seek additional opportunities to service each member financially during the member interaction.
  • Up sell additional credit union products to members during account opening and loan application process.
  • Promote and explain other CU services such as IRAs, certificates of deposits, credit cards, ancillary products, and safe deposit boxes.

Customer Service Representative

Verizon
10.2020 - 04.2022
  • Demonstrated self-discipline, time management, and virtually ability to collaborate.
  • Experience resolving customer issues, billing, and/or handling product Q&A.
  • Interest in learning new technologies.
  • Experience promoting and/or selling products and services.
  • Demonstrated communication skills.

Private Banker

Regions Bank
11.2016 - 04.2021
  • Provides excellent customer service and provide answers to client questions within set standards.
  • Identifies and meets customer needs through providing advice, guidance and education to customers on the full ranges of bank products and services Regions offers.
  • Achieves or exceeds performance targets monthly for quality assurance, efficiency, and meeting customer needs.
  • Uses effective sales and inbound/outbound telephone techniques to solidify and build client relationships.
  • Completes all required documentation to meet client needs.
  • Follows- through on customer inquiries, requests or complaints.
  • Resolves issues promptly.
  • Places follow-up telephone calls to customers as necessary.
  • Acts as a subject matter expert for one or more of the following: Electronic Banking, Revolving Credit, IRA, Credit Card or Support.
  • Assist customer with making payments online using their bill pay.
  • Troubleshoot online/mobile banking issues.

Clerk

Dayco Products, LLC
03.2016 - 11.2016
  • Answer telephones and relay messages to appropriate recipients.
  • Manage files/folders and compile records.
  • Manage financial records and light bookkeeping activities.
  • Take dictation and perform stenographic duties.
  • Input data daily into assigned databases to complete orders.
  • Manage inventory of office supplies and assist in organizing office activities.
  • Prepare coffee and snacks for office staff.
  • Scan incoming mail for recipient information.
  • Enter important information and data.
  • Make sure customer orders are going out corrected.

Education

BA - Criminal justice

University of Arkansas at Pine Bluff
Pine Bluff, AR
01.2014

Skills

  • Team collaboration skills
  • Able to effectively communicate in verbal and written English
  • Skilled in arithmetic operations
  • Have phone, 10-key and basic computer skills
  • Open availability and flexibility to meet the needs of the business
  • Branch operations
  • Cash handling proficiency
  • Electronic funds transfer
  • Customer needs assessment

Timeline

Universal Banker

Orion Federal Credit Union
10.2023 - Current

Customer Service Representative

Verizon
10.2020 - 04.2022

Private Banker

Regions Bank
11.2016 - 04.2021

Clerk

Dayco Products, LLC
03.2016 - 11.2016

BA - Criminal justice

University of Arkansas at Pine Bluff
Julisa Terry