Amanda Cowger
Howell,MI
Summary
Financial professional experienced with developing new prospects, accounts and managing member relationships to achieve sales goals. Passionate about providing sound financial advice and helping members reach financial goals.
Overview
7
7
years of professional experience
Work History
Financial Services Specialist
MSU Federal Credit Union
12.2024 - Current
- Performed all member transactions and opened accounts.
- Enhanced member satisfaction by providing personalized financial planning services tailored to individual needs.
- Maintained strict compliance with all regulatory requirements while navigating a constantly evolving financial landscape, ensuring continued operations without legal complications or penalties.
- Ability to multi-task, set priorities, work independently with little supervision and display a high level of confidentiality.
- Strong background with many compliance programs such as CIP, CTR, SAR and OFAC.
- Strong organizational skills and attention to detail.
Client Consultant
Flagstar Bank
05.2019 - 10.2024
- Performed all client transactions, opening accounts and managed the vault.
- Demonstrated expertise in product knowledge and services.
- Strong background with many compliance programs such as CIP, CTR, SAR and OFAC.
- Developed strong relationships with clients, leading to increased repeat business and referrals.
- Training new employees, sharing knowledge and best practices while encouraging professional growth within the team.
- Strong organizational skills, attention to detail and multi-tasking.
Education
High School Diploma -
John Glenn High School
Westland, MISkills
- Financial services
- Customer relationship building
- Cash handling
- Account retention
- Account maintenance
- Sales goals
- Regulatory compliance
- Account documentation
- Certificates of deposit
- Financial product sales
- Teller transactions
- Teamwork
- Customer service
- Problem-solving
- Honest and dependable
- Multitasking
- Organizational skills
- Attention to detail
- Self motivation
- Decision-making
- Client confidentiality
- Salesforce
Timeline
Financial Services Specialist
MSU Federal Credit Union
12.2024 - Current
Client Consultant
Flagstar Bank
05.2019 - 10.2024
High School Diploma -
John Glenn High School