Cynthia Crest

I develop financial plans and strategies tailored to clients' individual needs. Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning. Analyze potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients. Research economic trends and market conditions to provide up-to-date information on investment options available to clients. Prepare quarterly performance reports for existing clients detailing the progress of their investments over time.

I am an MC3DA at the University Place BECU, assisting members with daily financial needs. In my short time at BECU, I have become an expert in many products, which in return has given me the room to cross sale when it is best for the member's interest. My members trust me because of this, and I have now built a strong book of business with incoming leads and member referrals. Due to my strong relationship with our business partners and investment specialists, I am learning new things every day and sharpening my mind to think outside the box to assist members in the most intimate part of their lives; finances.

I was a Universal Associate at the Westgate Branch, assisting members in daily financial needs. I am an advocate for our members financial well-being as well as a representative for the credit union. I am trained in account opening, vault balancing, loan processing, and account compliance. I process all types of loans from loading the application to funding. I worked in special projects with the mission of credit union improvement.

I was a Financial Service Representative, assisting members in day to day transactions, as well as making quotas and branch goals for loan applications, referrals, and depository needs. My duties include balancing ATM, TCD’s, Vault, opening loans, helping members with their finances, and assisting my team in daily operations.

I was an aid to the onsite senior performance manager for our client, Starbucks Roasting Plant. My duties included, but are not limited to, payroll, administration, recruiting, hiring/termination process, creating schedules, safety checks, HR, application checks, drug screening, etc.