Jason Wilson
HAVELOCK,North Carolina
Summary
Seasoned Financial Services Professional with over 20 years of experience in relationship management and strategic investment guidance. Specializes in assessing complex client assets and developing customized financial strategies. Skilled in driving growth within credit unions and banking institutions while mentoring teams to enhance service delivery and cross-organizational collaboration.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Finaical Advisor
State Employees' Credit Union (CUIS)
Raleigh, North Carolina
05.2022 - Current
- Provide high-level delivery of financial advisory services, analyzing complex member income, capital structures, expenses, and risk tolerance to build holistic, long-term financial plans.
- Cultivated advisory relationships through consistent communication and education, aligning financial strategies with members' long-term objectives.
- Led education and training initiatives for branch personnel on complex financial topics, enhancing team knowledge and service quality across the district.
- Developed and supervised a branch referral network to streamline delivery of financial products and enhance organizational collaboration.
- Collaborate directly with the FAS District Manager to review operational results, identify process improvements, and optimize regional service delivery framework.
Sr. Financial Services Officer
State Employees' Credit Union
Raleigh, North Carolina
01.2015 - 05.2022
- Handled loan applications, ensuring compliance with credit union policies.
- Ensured compliance with applicable laws and regulations governing the financial services sector.
- Analyzed financial data to identify trends and recommend improvements in services.
- Educated members on financial products and services available.
- Assisted members with account inquiries and transaction processing.
Education
Bachelor of Science - Organizational Leadership
University of Mount Olive
Mount Olive, NC04-2011
Skills
- Financial planning
- Risk management
- Advisory product knowledge
- Compliance requirements
- Client relationship management
- Relationship building
- Training and mentoring
- Communication skills
Certification
- Series 6,63, and 65
- North Carolina Life & Health Insurance License
- ATFA
Timeline
Finaical Advisor
State Employees' Credit Union (CUIS)
05.2022 - Current
Sr. Financial Services Officer
State Employees' Credit Union
01.2015 - 05.2022
Bachelor of Science - Organizational Leadership
University of Mount Olive