Andrea Nelson
Austin,TX
Summary
With a proven track record in my various rolls in the financial industry, I excel in building lasting client relationships and enhancing satisfaction through collaborating with business partners to develop personalized solutions. Coachable and eager to learn, I work with various departments to best serve our members. Focused on delivering high standards and impactful outcomes.
Overview
9
9
years of professional experience
Work History
Licensed Personal Representative III
University Federal Credit Union
09.2020 - Current
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Manage high-stress situations effectively, maintaining professionalism while resolving disputes or conflicts.
- Exceed performance metrics consistently, earning recognition as a top performer within credit union.
- Positively impact our business partners managing my referrals, cross referring and following up with my members.
- Manager on duty of the Branch, working with members complaints and problem solving interactions when escalated,
- Business champion and assisting with IRA services requests and inquiries from members.
Personal Banker II and Small Banker Specialist
JP Morgan Chase
05.2016 - 05.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Vault, ATMs and Teller lead/ custodian.
Education
SIE License -
Registered Representative
Austin, TX11-2024
Life, Accident, Health And HMO -
Texas Insurance License
Austin, TX11-2023
Certification in Spanish Literature - International Business
Austin Community College
Austin06-2012
Skills
- Consistent Accountability
- Engaged Listening
- Goal Setting
- Calendar management
- Decision-making proficiency
- Effective Team Collaboration
Accomplishments
- Leading all Licensed Banker in Insurance Sales closed
- Impacting thousands of members by assessing and offering services that will better their lives
- Invited to CUNA Governmental Affairs Conference in Washington, DC
- Trusted by team to act as Manager on Duty when branch manager is not present
- Called to manage and track referrals to assist the Investment Department
- Business Champion of the Branch.
- Wellness Committee at UFCU
Other Languages
Spanish
Native or Bilingual
Timeline
Licensed Personal Representative III
University Federal Credit Union
09.2020 - Current
Personal Banker II and Small Banker Specialist
JP Morgan Chase
05.2016 - 05.2020
SIE License -
Registered Representative
Life, Accident, Health And HMO -
Texas Insurance License
Certification in Spanish Literature - International Business
Austin Community College
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