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
Zionsville, IN
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
Chelmsford, Massachusetts
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
Chelmsford, Massachusetts
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
Chelmsford, MA
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
Arlington, Massachusetts
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, MASkills
- 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