Verified recordFinancial Services

Kori Steelman

Member Services Representative at Schoolsfirst Federal Credit Union

Based in Citrus Heights, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Citrus Heights

Industry

Financial Services

Company size

2.3K

Contact information

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Email

1 credit

k•••••••@schoolsfirstfcu.org

Phone

5 credits

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Background

About Kori Steelman

SchoolsFirst Federal Credit Union benefits from over six years of customer service expertise, with a focus on delivering exceptional financial guidance and support. As a Member Services Representative II, I assist Members with complex transactions, including account openings, loan processing, and personalized financial planning. By leveraging strong communication skills and a deep understanding of financial products like Payment Protection, IRAs, and Certificates, the team ensures Members receive tailored solutions that meet their unique needs.Previous experience in hospitality has developed the ability to build meaningful relationships with Members from diverse backgrounds. At SchoolsFirst FCU, this foundation is applied to mentor new Team Members, resolve Member concerns, and promote digital banking tools for greater convenience. My proven communication and leadership skills allow me to guide Members through financial decisions with clarity and confidence, while fostering collaboration and growth within the team. Committed to fostering trust and empowering Members, the focus remains on providing seamless, secure, and Member-centric financial services.

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