Teresa Watts

Teresa Watts Email and Phone Number

Customer-Driven Approach To Resolve Seemingly Impossible Problems With Ease & Poise | Customer Success | Client Success Journey | Financial Analyst @ 1st United Credit Union
Teresa Watts's Location
United States, United States
About Teresa Watts

Hello, Teresa Here!I'm known as the client whisperer leveraging 11 years of focus on the full client journey to ensure a seamless and satisfying experience. By creating systems that drive win-win outcomes, I bridge the gap between senior leadership and clients, aligning organizational goals with client needs. My strategic approach fosters mutual success and long-term partnerships.I bring an innovative approach that combines effective communication, swift issue resolution, and adept handling of complex situations with professionalism and empathy. Always eager to learn new skills and tackle challenging tasks, I drive my performance to new heights, contributing significantly to the success of our team and organization.My mission To ensure every client feels valued and respected, consistently receiving top-tier service and solutions. I am passionate about delivering exceptional support and guidance. I am committed to leading and inspiring others to create a positive impact. Call To ActionLet's connect and schedule a coffee chat to establish a rapport and intentionally build our network.

Teresa Watts's Current Company Details
1st United Credit Union

1St United Credit Union

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Customer-Driven Approach To Resolve Seemingly Impossible Problems With Ease & Poise | Customer Success | Client Success Journey | Financial Analyst
Teresa Watts Work Experience Details
  • 1St United Credit Union
    Member Service Chat Specialist Ii
    1St United Credit Union Oct 2022 - Present
    Pleasanton, Ca, Us
    Resolved 200+ client inquiries monthly with a 95% satisfaction rate, ensuring prompt and effective solutions while maintaining high standards of professionalism and empathy.Facilitated a seamless client experience by proactively addressing and resolving complex financial issues, resulting in a 20% reduction in follow-up requests and a 15% increase in first-contact resolution.Enhanced client loyalty by identifying and implementing new support strategies, contributing to a 42% increase in client retention rates.Utilized financial awareness to educate clients on credit union products and services, leading to a 37% increase in cross-selling opportunities and driving additional revenue growth for the credit union.
  • 1St United Credit Union
    Member Services Specialist
    1St United Credit Union May 2021 - Oct 2022
    Pleasanton, Ca, Us
    Elevated Member Satisfaction: Improved client satisfaction through effective communication, prompt issue resolution, and personalized support, ensuring each client felt valued.Streamlined Processes: Implemented new service protocols that reduced average response time by 5 minutes, enhancing the overall client experience.Boosted Retention Rates: Developed and executed targeted outreach programs, resulting in a 27% spike in client retention by proactively addressing needs and fostering strong relationships.
  • Onemain Financial
    Personal Loan Specialist
    Onemain Financial Dec 2019 - Mar 2021
    Baltimore , Md, Us
    Financial Expertise: Leveraged in-depth knowledge of lending practices and regulations to guide clients through the personal loan application process, ensuring compliance and optimal financial solutions.Client-Centric Approach: Advised clients on loan options tailored to their financial goals and circumstances, resulting in a 25% increase in loan approvals and customer satisfaction.Metrics-Driven Results: Achieved monthly loan disbursement targets of $500,000, maintaining a low default rate of less than 3% through rigorous financial analysis and risk assessment.Continuous Improvement: Implemented feedback-driven improvements in loan processing efficiency, reducing turnaround time by 30% and enhancing overall service delivery.
  • Check `N Go
    Customer Service Representative
    Check `N Go Nov 2013 - Jan 2019
    Cincinnati, Oh, Us
    Reviewed initial loan approvals and collaborated closely with borrowers to compile necessary documentation, ensuring comprehensive and accurate loan packages.Created and submitted detailed loan submission packages to the Underwriting department, adhering to established lending guidelines and promptly addressing any conditions provided by Underwriters.Maintained effective communication with various professionals including attorneys, to facilitate smooth loan processing and ensure compliance with regulatory requirements.
  • Private Party
    Direct Support Professional
    Private Party Feb 2014 - Oct 2017
    Established a client-centered environment through daily engagements, promoting supportive interactions with staff and administration.Facilitated essential client services including transportation to medical appointments and community engagements, and organizing monthly/quarterly financial reports.Promoted independence and self-advocacy by assisting with home management tasks, meal planning/preparation, medication reminders, and bathing/grooming support.Maintained detailed documentation and communication to ensure continuity of care and client progress tracking.
  • Dr. Dassah
    Medical Assistant
    Dr. Dassah Oct 2015 - May 2017
    Continuously delivered compassionate patient care, demonstrating empathy and professionalism in all interactions.Assisted in medical procedures and examinations, ensuring patient comfort and safety at all times.Maintained accurate patient records and handled confidential information with utmost discretion.Educated patients on healthcare procedures, medications, and follow-up care, empowering them to make informed decisions about their health.

Teresa Watts Education Details

  • Franklin D Roosevelt High School
    Franklin D Roosevelt High School
    High School/Secondary Diplomas And Certificates

Frequently Asked Questions about Teresa Watts

What company does Teresa Watts work for?

Teresa Watts works for 1st United Credit Union

What is Teresa Watts's role at the current company?

Teresa Watts's current role is Customer-Driven Approach To Resolve Seemingly Impossible Problems With Ease & Poise | Customer Success | Client Success Journey | Financial Analyst.

What schools did Teresa Watts attend?

Teresa Watts attended Franklin D Roosevelt High School.

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