Jalen A Fleming
Black Jack,MO
Summary
Recent graduate with a Bachelor of Science in Personal Financial Planning from the University of Missouri-Columbia. Experienced in financial planning through internship at Northwestern Mutual, and progressing towards certifications including Enrolled Agent and CFA Level 1. All coursework for the CFP has been completed. Skilled in leadership as DEI Chair for Theta Chi Fraternity, facilitating discussions on diversity and organizing related events. Seeking to leverage academic knowledge, internship experience, and leadership skills to contribute effectively in the financial services industry.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Teller
Alliance Credit Union
10.2024 - Current
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
Cook
Heidelberg
12.2023 - 06.2024
- Communicated clearly with kitchen staff to coordinate workflow
- Coordinated with servers to communicate wait times or potential issues affecting customer satisfaction
Pizza Ninja
Shakespeare's Pizza
01.2023 - 06.2024
- Trained and developed foodservice team members in company policies and service standards
- Fostered positive work environment through effective communication among team members
College Financial Planner
Northwestern Mutual
05.2022 - 08.2022
- Learned how to use financial planning and CRM software
- Handled clients' needs in-person, by phone and through remote conferencing services
- Met with Senior advisors to discuss clients' financial plan and the best recommendations for them
- Assisted clients in understanding complex financial concepts and strategies
Education
Bachelor of Science - Personal Financial Planning
University of Missouri
Skills
- Drawer balancing
- Account updating
- Fraud detection
- Compliance, banking laws, and regulations
Certification
- Life and Health Certification
- Enrolled Agent
- CFA Level 1
Leadership Experience
DEI Chair, Theta Chi Fraternity, Gave presentations on various DEI topics such as use of slurs, having uncomfortable conversations, and the importance of having an inclusive environment. Highlighted and discussed various cultures and celebrations (ex. Black History Month, Ramadan, Asian Pacific Heritage Month). Sat in on standards meetings related to DEI. Met and helped organize events with other DEI chairs.
Timeline
Teller
Alliance Credit Union
10.2024 - Current
Cook
Heidelberg
12.2023 - 06.2024
Pizza Ninja
Shakespeare's Pizza
01.2023 - 06.2024
College Financial Planner
Northwestern Mutual
05.2022 - 08.2022
Bachelor of Science - Personal Financial Planning
University of Missouri
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