Catherine Halter
Bloomington,IN
Summary
Dynamic Member Service Representative with a proven track record at IU Credit Union, excelling in customer service and relationship building. Skilled in transaction processing and account management, I consistently enhanced member satisfaction and loyalty through effective communication and product recommendations, achieving performance metrics that reflect my commitment to excellence.
Overview
32
32
years of professional experience
Work History
Member Service Representative
IU Credit Union
Bloomington, IN
03.1994 - 04.2026
- Assisted members with account inquiries, transactions, account management, including updating personal information and setting up automated payments to ensure a positive service experience, by adhering to standards set by the company.
- Educated members on various credit union products and services to promote informed financial decisions.
- Participated in training sessions to enhance product knowledge and customer service skills, furthermore, maintaining an up-to-date knowledge of credit union policies and industry regulations for effective support.
- Utilized internal systems to track member interactions and ensure timely follow-up on requests.
- Processed account transactions accurately, ensuring proper documentation and timely processing, which includes handling cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing, including resolving member issues through effective communication and problem-solving techniques, in which improved customer satisfaction, enhancing overall customer understanding.
- Promoted a positive work environment by fostering open communication between colleagues and supervisors.
- Consistently met or exceeded performance metrics through proactive management of workload and effective prioritization.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Education
Bachelor of Science - Education
Henderson State University
Arkadelphia, AR05-1993
No Degree - Computer Information Systems
Ivy Tech Community College of Indiana
Indianapolis, INHigh School Diploma -
Bloomington High School South
Bloomington, IN05.1989
Skills
- Customer service
- Relationship building
- Financial transactions
- Customer support
- Transaction processing
- Account management
- Product recommendations
- Database management
- Banking
- Database maintenance
- Payment processing
- Issue resolution
- Complaint handling
- Client education
Languages
English
Full Professional
Timeline
Member Service Representative
IU Credit Union
03.1994 - 04.2026
High School Diploma -
Bloomington High School South
Bachelor of Science - Education
Henderson State University
No Degree - Computer Information Systems
Ivy Tech Community College of Indiana