Anthony Turner
Export,PA
Summary
4 Years of experience working in financial management and planning. Proven strengths in adapting to changing markets and developing personalized budget plans. Friendly personality complements addressing clients needs and achieve financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
MSR 2
Pheple FCU
07.2019 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Educated and engaged customers with new bank products and services.
- Responded to customer calls and emails to answer questions about products and services.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Developed strong relationships with customers through high levels of customer service.
- Submitted loan applications to underwriter for verification and recommendations.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
Certified Financial Counselor
Pheple FCU
07.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Cook
Pizza Hut
05.2020 - 06.2021
- Maintained clean and organized work areas at all times to bring safety and quality to food preparation process.
- Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business.
- Prepared food items in compliance with recipes and portioning control guidelines.
- Checked for quality, kept track of old and new items and rotated stock to confirm freshness of food and ingredients.
Shift Manager
Pizza Hut
10.2020 - 06.2021
- Trained and mentored new employees to maximize team performance.
- Kept employees operating productively and working on task to meet business and customer needs.
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Worked closely with team members to schedule breaks and shifts to meet state regulations.
- Coached crew members to optimize performance and motivate toward more efficient work.
- Cooperated with coworkers to improve customer experience and manage storefront.
- Excelled in every store position and regularly backed up front-line staff.
Student Teller
Pheple FCU
07.2019 - 05.2021
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Established rapport with new clients to increase satisfaction and loyalty.
- Created content and promotional materials to drive engagement and conversions.
- Deployed well-coordinated campaigns, events and public relations strategies to promote brand.
- Planned and executed events and marketing programs to increase membership.
Cook
Sweet Buzz Bean And Bistro
01.2018 - 04.2019
- Maintained clean and organized work areas at all times to bring safety and quality to food preparation process.
- Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business.
- Prepared food items in compliance with recipes and portioning control guidelines.
- Checked for quality, kept track of old and new items and rotated stock to confirm freshness of food and ingredients.
Education
High School Diploma -
Penn-Trafford Highschool
Jeannette, PA05.2021
Skills
- Client Relationship Development
- Client Needs Assessment
- Recommend Financial Products
- Constructive Feedback
- Cost Savings and Expense Control
- Credit Management
- Customer Care
- Social Media Platforms
- Job Assignments
- Team Meetings
- Safe Balancing
- Cash Handling
- Operations Management
- Sales Expertise
- Team Player
- Applicant Counseling
- Active Listening and Learning
- Manage Complaints
- Loans
- Issuance of CDs
- Excellent Time Management
- Banking
- Financial Services
- Brand Development
- Content Creation
- Digital Marketing
- Branding
Certification
CCUFC- Certified Credit Union Financial Counselor
Affiliations
Leadership Westmoreland
Timeline
Certified Financial Counselor
Pheple FCU
07.2022 - Current
Shift Manager
Pizza Hut
10.2020 - 06.2021
Cook
Pizza Hut
05.2020 - 06.2021
MSR 2
Pheple FCU
07.2019 - Current
Student Teller
Pheple FCU
07.2019 - 05.2021
Cook
Sweet Buzz Bean And Bistro
01.2018 - 04.2019
High School Diploma -
Penn-Trafford Highschool