Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

William Kiely

Indianapolis,IN

Summary

Customer service-focused individual with extensive credit union experience. Adept at accurately responding to customer inquiries, resolving customer issues, cross-selling appropriate products and services, and developing practical solutions. Dedicated to providing top-notch customer service and maintaining a high level of professionalism.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Relationship Advisor 1

Centra
05.2024 - Current
  • Delivered value through proactive Member engagement during discussions and transactions, providing education and guidance on products, services, and lending solutions.
  • Identified and resolved Member issues with timely, thoughtful consultation and tailored financial solutions.
  • Demonstrated accountability and maintained expertise in financial products, problem solving, and financial literacy to enhance Member interactions.
  • Pursued continuous professional development through completion of my required Learning Path and achieved Centra Value Creation certification.
  • By putting these skills into practice, the Zionsville Branch is currently at 48.26+ towards our loan goal.

Member Relations Specialist

USAlliance Financial
09.2022 - 01.2024
  • Received and managed member inquiries via phone and online channels, ensuring adherence to established service level expectations.
  • Conducted outbound calls to existing and potential members based on established contact lists and identified opportunities.
  • Processed consumer loan requests efficiently for both members and non-members.
  • Provided comprehensive information on loan products to members, promoting understanding and informed decision-making.
  • Presented and promoted beneficial ancillary loan products, including GAP and MBP, to enhance member financial well-being.
  • Opened deposit accounts as required to meet member needs.
  • Demonstrated a thorough understanding of all products and services and effectively communicated these details to members.

Member Relations Specialist

USAlliance Financial
09.2022 - 01.2024
  • Received and managed member inquiries via phone and online channels, ensuring adherence to established service level expectations.
  • Conducted outbound calls to existing and potential members based on established contact lists and identified opportunities.
  • Processed consumer loan requests efficiently for both members and non-members.
  • Provided comprehensive information on loan products to members, promoting understanding and informed decision-making.
  • Presented and promoted beneficial ancillary loan products, including GAP and MBP, to enhance member financial well-being.
  • Opened deposit accounts as required to meet member needs.
  • Demonstrated a thorough understanding of all products and services and effectively communicated these details to members.

Member Services Specialist

USAlliance Financial
05.2020 - 09.2022
  • Provided excellent customer service to members at a high-volume call center, resolving inquiries and complaints in a timely manner.
  • Provided technical support for online systems used by members.
  • Assisted with onboarding new members by providing detailed information about membership benefits and services.
  • As a web agent assisted member inquiries via email and chat.
  • Opened deposit accounts and submitted loan applications for members based on their needs.
  • Cross-sold credit union products and services.

Lead Salesperson

Forced Exposure
03.1999 - 03.2020
  • Developed excellent communication and interpersonal skills by interacting with customers daily at an independent music distributor.
  • Demonstrated ability to stay organized and motivated in a fast-paced sales environment.
  • Acquired extensive knowledge of product lines, pricing structures, and sales strategies.
  • Called and met with regular and prospective customers to build long-term customer relationships and networks.
  • Established relationships with key clients through regular contact and follow-up calls.

Education

Journalism

Suffolk University
Boston, MA

Skills

  • Microsoft Office
  • Meridian Link
  • DNA
  • Alloy
  • Sugar CRM
  • Loan Director

Certification

  • NMLS certified
  • Notary Public

Timeline

Relationship Advisor 1

Centra
05.2024 - Current

Member Relations Specialist

USAlliance Financial
09.2022 - 01.2024

Member Relations Specialist

USAlliance Financial
09.2022 - 01.2024

Member Services Specialist

USAlliance Financial
05.2020 - 09.2022

Lead Salesperson

Forced Exposure
03.1999 - 03.2020

Journalism

Suffolk University

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William Kiely