Anthony Junjulas
523 Chelsea Cay, Wappingers Falls
Summary
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Branch Associate
Hudson Valley Credit Union/LPL Financial
02.2020 - Current
- Manages a vast number of portfolios for various types of clients
- Sells a variety of equity and fixed income products
- Builds and maintains strong relationships with existing clients while bringing in new clients
- Manages multiple tasks and responsibilities
- Completes member care calls to expand on cross-selling opportunities
- Offering peer mentoring and training to support the branch in achieving Wealth Management revenue
Financial Service Representative
Hudson Valley Credit Union
07.2017 - 02.2020
- Developed new and existing member relationships
- Peer mentored staff and provided on the job training for new employees
- Acted in champion roles such as CUNA and insurance services
- Made financial recommendations based on members' finanical needs and goals
- Complete member care calls and assist with loan queues to expand on cross-selling opportunities
Teller
Hudson Valley Credit Union
12.2016 - 07.2017
- Assisted members with withdrawals and deposits
- Ensured Accuracy and Attention to detail when handling transactions
Education
Bachelors - Business Administration
Mount Saint Mary College
Newburgh05-2016
Skills
- Self-Motivated
- Ability to Multi-task
- Shows initiative for problem solving
- Service Oriented
- Relationship Building and Management
Certification
SIE, Series 6, Series 7, and Series 63 Certified
NYLAH License
NYS Notary Public
Timeline
Licensed Branch Associate
Hudson Valley Credit Union/LPL Financial
02.2020 - Current
Financial Service Representative
Hudson Valley Credit Union
07.2017 - 02.2020
Teller
Hudson Valley Credit Union
12.2016 - 07.2017
Bachelors - Business Administration
Mount Saint Mary College
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