Jeannéa Stregles
Charlotte,NC
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Services Consultant
TIAA
Charlotte , NC
10.2023 - Current
- Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning
- Analyzed participant needs and provided appropriate solutions utilizing company products and services.
- Responsible for executing transaction and service request on behalf of customers request .
- Captured and documented all participant interactions, inquiries, complaints, actions taken and banking service transactions for accurate record keeping.
- Refers participant to business partners when appropriate to help participant achieved their desired outcome.
Fraud Specialist
Bank of America
Remote , Delaware
01.2021 - 10.2021
- Monitored transaction reports, identifying and investigating suspicious transactions as necessary.
- Identified client needs, and recommended solutions upon fraud detection.
- Ensured the accuracy of captured details throughout customer communication
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Complied with bank procedures, regulations , and integrity levels of the department systems, and financial controls.
Dean's Assistant
Rutgers University
Camden , NJ
09.2018 - 03.2020
- Prepared and organized documents for the Dean's office.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Greeted visitors who came to meet with the dean or other staff members.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Responded to customer issues to provide immediate resolution and improve retention.
Education
Bachelor of Arts - Criminal Justice
Rutgers University
05-2022
Skills
- Cash Management
- Financial Services
- Conflict resolution
- Loss prevention
- Client Relationship Management
- Transaction processing
- Data documentation
- Problem solving
- Effective communication
- Attention to detail
- Retirement planning
- Planning for retirement
- Analytical thinking
- Fraud detection
- Transaction monitoring
- Financial goal setting
Certification
- SIE
- Series 6
- Series 63
Timeline
Financial Services Consultant
TIAA
10.2023 - Current
Fraud Specialist
Bank of America
01.2021 - 10.2021
Dean's Assistant
Rutgers University
09.2018 - 03.2020
Bachelor of Arts - Criminal Justice
Rutgers University
Similar Profiles
Akhil GuptaAkhil Gupta
Associate in Finance control (Mortgage Accounting) at TIAAAssociate in Finance control (Mortgage Accounting) at TIAA
Brienne TinderBrienne Tinder
VP, Strategic Talent Programs at TIAAVP, Strategic Talent Programs at TIAA
JUDY KEEJUDY KEE
Customer Care Consultant Licensed at TIAACustomer Care Consultant Licensed at TIAA
Maria MartinMaria Martin
Sr. Business Integration Consultant – Brokerage Operations at TIAASr. Business Integration Consultant – Brokerage Operations at TIAA
Samantha CottonSamantha Cotton
Manager at Mellow MushroomManager at Mellow Mushroom