Kenneth King
Financial Service Representative
- Role
- Financial Service Representative Ii at PrimeWay Federal Credit Union
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Kenneth King
Proven high-energy Customer Service/Sales Leader with experience in the retail lending…
Experience
Financial Service Representative Ii
Jun 2022 — Present · Missouri City, TX, US
Assist members with credit union needs via knowledge of credit union products and best practices while building strong relationships. Recommend credit union products that meet the members’ needs during loan process to increase sales per month. Research and resolve member issues on personal savings and checking accounts while ensuring customer satisfaction and using all connections with account managers and loan officers to improve the customer service experience. Successfully close an average of 10 or more loans per month resulting in top Financial Service Representative for the month of October 2022. Assisting members with the opening of new accounts, including checking, savings, certificate of deposits, IRAs and lines of credit. Developing prospects for new loans by conducting 20+ cold calls weekly. Maintain confidentiality of bank records and client information. Assist members with wire transactions, cash advances, and loan payments. Ensure all activities and work functions comply with compliance requirements as defined in company policies and procedures and state/federal laws and regulations. Recipient of January 2023 Dream Makers of the Month (Customer satisfaction recognition).
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