Spencer J Nelson Email & Phone Number

Provo, Ut, Us

Provo, Ut, Us

Sandy, Utah, United States

Help members define and achieve their financial dreams through expert customer service and needs identification. Ask the tough questions about our members financial situations to uncover unmet needs and grow the credit union business. Build and maintain lasting relationships with the credit union through active listening and genuine understanding. Apply various types of customer service etiquette through de-escalation, account resolution, and providing accurate information to guide our members forward.

Deliver personalized travel itineraries and trips through researching various locations and vendors.

Orem, Utah, United States

Assist with end of fiscal year reporting. Perform various tasks associated with UVU athletics, including creating spreadsheets to organize data, evolving processes to improve efficiency, and preparing financial data.

Draper, Utah, United States

Handled solar panel account transfers from buyer to seller during the home selling and buying process, along with delivering exceptional customer service and mentoring to other reassignment agents. Created and revised account transfer processes and updated procedures to streamline the behind-the-scenes actions involved with solar panel account transfers. Developed trainings and exercises to educate new agents on correct business behavior. Assisted leadership with projects amidst working on general duties of the reassignment agent.

Provo, Utah, United States

Delivered exceptional customer service to customers of Capital One. Educated and mentored other agents on proper call procedures and de-escalated customers.