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, AR01.2014
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
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