Amanda Stoflet
Wisconsin Rapids,WI
Summary
Successful at promoting products, reviewing financial histories and serving member needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.
Overview
17
17
years of professional experience
Work History
Member Financial Representative
Connexus Credit Union
05.2007 - Current
- Strong Knowledge base of products and services within the organization.
- Developed tailored investment strategies to optimize members long-term financial goals.
- Identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions.
- Educates team members on new or existing products and services.
- Comply with all Federal Regulations as they pertain to my job duties, including BSA.
- Enhanced team performance by sharing organizational
- insights, best practices, and constructive feedback during department meetings.
- Supported continuous improvement efforts within the organization by participating in training programs, Mergers, as well as collaborate with other departments within meetings.
- Provide leadership to colleagues with systems overrides and leading opening and closing procedures of branches.
- Perform other duties as assigned.
Education
High School Diploma -
Nekoosa High School
Nekoosa WI05.2004
Skills
- Leader
- Sales Expertise
- Selling Techniques
- Financial Planning
- Product Recommendations
- Relationship Building
- Process Improvement
- Continuous Professional Development
- Teamwork Abilities
- Wealth Management
- Problem Solving
- Time Management
- Training Staff
- Independent Judgement
Accomplishments
- Knowledge of Merger's, Assisted with Heritage Merger (Chetek Branch)
- Assisted with pre-merger training of Member Financial Representatives.
- Exceeded goals for 2023
Timeline
Member Financial Representative
Connexus Credit Union
05.2007 - Current
High School Diploma -
Nekoosa High School