Equipped with strong problem-solving abilities, a deep willingness to learn, and excellent communication skills. Poised to contribute to continuous team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm. Consistently recognized in uncovering needs as well as meeting and exceeding goals set forth by the organization.
Results-driven financial services professional with a more recent emphasis in equity sales. Recognized as the #2 equity producer company-wide with only obtaining NMLS about one year prior, and known for identifying tailored solutions and delivering personalized member experiences based on the members' individual needs. Passionate about helping members navigate opportunities with confidence and clarity. Serves as a mentor to those less comfortable with the equity process. Skilled in uncovering opportunities in cross selling products and services that align with members' long term financial goals. Sought after for the ability to simplify the equity process and creating a member-first experience, building and maintaining strong relationships. Deep commitment to compliance, education and transparency.
Served as a reliable and knowledgeable teller at three branches and head teller at two branches for MCCU. Upheld superior member service and efficiently processed member transactions. Consistently was the first go-to for others when questions or issues arose, promptly seeking answers or providing feedback directly. Created monthly schedules and daily lunch schedules to ensure member experience would not be disrupted. Strong ability to help mentor and train new hires.