August List

Background

About August List

Professional Journey: In my most recent role as a Member Experience Advocate and Remote Private Banker at GTE Federal Credit Union, I navigated a fast-paced environment, handling over 40 calls daily. My expertise spans the entire spectrum of consumer finance, encompassing transfers, wires, disputes, and new account openings. Leveraging my in-depth knowledge, I took on the responsibility of training new team members, contributing to their seamless onboarding. Prior to this, I honed my sales and customer satisfaction skills at AT & T, where I consistently exceeded expectations with a 96% Customer Satisfaction Rate. My focus on upselling and cross-selling high-ticket items resulted in an impressive average of $7700 per month in accessory and cross-sale revenue. • Financial Expertise: My background extends to the University of Wisconsin Credit Union, where I served as a Financial Specialist and Teller. Handling over 100 unique transactions per hour, I provided comprehensive services, from new loans and refinancing to bond rates and investment products. My role allowed me to gain valuable insights into both front-end and back-end operations, enhancing my understanding of consumer financial products. • Skills and Achievements: I bring to the table a robust skill set, including financial knowledge, sales, and service excellence. With over four years of experience in financial product services and sales, I have consistently achieved proven customer satisfaction rates. Additionally, my involvement in various community initiatives, such as hosting an annual picnic for Sunwood Apartments and participating in the American Family Business Competition, reflects my commitment to making a positive impact.