• San Diego California

Serena Scott

Summary

Driven and self-motivated Universal Service Representative with great sales ability and sales creativity.
Three years of experience in a Credit Union setting.
Great customer service skills and consulting experience.
Motivated sales representative with 5+ years of experience.

Work History

Work History

Universal Service Representative 

Jan 2013 - Present
Mission Federal Credit Union

Working as a USRII I have the opportunity to help members on the teller line as well as on the desk. On the teller line I am able to assist members through their transaction and  look at their accounts to see if there are any products or services they are not taking advantage of and then help them to open those products on the desk. 
Opening new accounts and building a member profile has helped me so that I am able to find needs that the member may not have known they needed and explain the benefits of the product and why it would be a good product for them to take advantage of.
Being a USRII I am both on the teller line and I am part of the platform staff. In this position I have to be a part of two teams and be able to preform in both positions. I have been able to do so and exceed in this position. As a leader on the teller line I have been able to coach employees in areas that they may not be as strong in. I am also the lead trainer in the branch for new employees. Helping to teach the basics and how the credit union works.


Sales Representative

Jun 2011 - Jul 2013
Luella Boutique

Luella Boutique is a small store front that I oversaw by myself for 8hrs a day. I developed and maintained effective working relationship with customers. Identified target markets and established successful plans to develop them by paying attention to current trends. I helped customers through their shopping experience from when they walked through the door to when they left. I was responsible for taking inventory of the store. I made and fulfilled orders through online website. Ordered new items for the store. 

Accomplishments

Member Service 

Constant attention to member service. Through mystery shops I have been able to make sure that I am taking care of the member while still helping the credit union and branch exceed in sales.
Strong client base. Working at the same branch for three years I have developed relationships with many members that have come back to me to grow their relationship with the credit union through auto loans, credit cards, etc...


Sales

Was able to meet and exceed all my sales goals for the past three years.
As sales goals changed with new position I was able to adjust and exceed in my new positions.

Core Qualifications

  • Provider of optimized financial services to credit union members.
  • Extensive knowledge of handling cash, cash processing and other credit union services
  • Understanding of credit union laws, guidelines and compliances, and how to utilize them to the benefit of both members and the credit union
  • Strong communication skills, using a number of channels to provide services and keeping members up to date.
  • Good presentation skills, enhancing ability to present credit union portfolio in strong, positive light
  • Natural attention to detail, ensuring accurate paperwork and processing of all transactions