Casey Hefner
Raleigh,NC
Summary
Proactive and meticulous FAS specialist aiming to leverage robust expertise and leadership talents acquired over 12 years at State Employees' Credit Union. Looking to build upon a passion for helping others and to aid in the development of the FAS Contact Center and its staff.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisory Services Specialist II
SECU FAS Contact Center
02.2022 - Current
- Educated members on various financial matters and provided professional recommendations and services based on individual needs.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse member questions.
- Mentored employees to foster proper completion of their duties.
- Responded diligently and swiftly to member calls to fulfill requests and resolve issues.
Senior Financial Services Officer II
SECU Member Services Support
12.2015 - 02.2022
- Evaluated loan requests and documents to verify accuracy and completeness.
- Communicated with members, processing teams, and other third parties to achieve prompt loan closings.
- Maintained high level of member satisfaction by providing prompt and accurate loan status updates.
Member Services Support Team Leader/Supervisor
SECU Member Services Support
05.2014 - 12.2015
- Supervised MSS representatives in providing excellent service to callers requiring assistance with accounts and other financial needs.
- Cultivated positive rapport with fellow employees to boost morale and promote employee retention.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Resolved escalated member issues promptly and professionally to maintain satisfaction.
Education
Bachelor of Arts - Economics
University of North Carolina At Chapel Hill
Chapel Hill, NC05.2011
Skills
- Building Rapport
- Problem-Solving
- Excellent Communication
- Teamwork and Collaboration
- Training and Development
- Advising on Strategies
Certification
Accredited Trust Financial Advisor - 2023
Registered General Securities Representative (Series 7 & 63) - 2022
Certified Financial Planner - 2018
Life, Health, and Personal Lines Insurance Licenses - 2013
Timeline
Financial Advisory Services Specialist II
SECU FAS Contact Center
02.2022 - Current
Senior Financial Services Officer II
SECU Member Services Support
12.2015 - 02.2022
Member Services Support Team Leader/Supervisor
SECU Member Services Support
05.2014 - 12.2015
Bachelor of Arts - Economics
University of North Carolina At Chapel Hill
Accredited Trust Financial Advisor - 2023
Registered General Securities Representative (Series 7 & 63) - 2022
Certified Financial Planner - 2018
Life, Health, and Personal Lines Insurance Licenses - 2013
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