Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jennifer Blackburn

Omaha,NE

Summary

Seasoned Retirement Specialist with relevant experience in retirement planning and the securities industry. Strengths include strong knowledge of retirement savings strategies, regulatory compliance, and client relationship management. Previous roles have led to meaningful improvements in clients' understanding of retirement planning processes and options.

Overview

10
10
years of professional experience
5
5
years of post-secondary education
1
1
Certification

Work History

Operational Support Team Retirement Specialist

Charles Schwab
Omaha, NE
10.2019 - Current
  • Collaborated with teams to improve operational workflows and enhance customer service.
  • Assisted in training new employees on company policies and procedures.
  • Managed client inquiries through various communication channels effectively.
  • Assisted clients in understanding retirement plans and investment options.
  • Provided guidance on regulatory compliance and retirement plan requirements.
  • Responded to client inquiries with accurate information and timely support.

Bank Teller

Metro Federal Credit Union
Omaha, NE
04.2018 - 10.2019
  • Processed customer transactions efficiently at Metro Federal Credit Union.
  • Assisted members with account inquiries and service requests.
  • Balanced cash drawer daily to ensure accuracy of funds.
  • Identified needs of customers promptly and efficiently.

Bank Teller

Wells Fargo
Omaha, NE
08.2016 - 04.2018
  • Balanced cash drawer daily to ensure accuracy of funds.
  • Handled customer complaints with professionalism and care.
  • Supported training of new tellers on procedures and systems.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.
  • Performed cash handling duties including counting currency, coins and checks.
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.

Education

Series 7 - Broker Training

Charles Schwab
09.2021 - 03.2026

Some College (No Degree) - General Studies

Metropolitan Community College
Omaha, NE

Skills

  • Customer service
  • Team collaboration
  • Regulatory compliance
  • Financial analysis
  • Retirement legislation awareness
  • Retirement plan design

Certification

  • Series 7
  • SIE
  • Series 63

Timeline

Series 7 - Broker Training

Charles Schwab
09.2021 - 03.2026

Operational Support Team Retirement Specialist

Charles Schwab
10.2019 - Current

Bank Teller

Metro Federal Credit Union
04.2018 - 10.2019

Bank Teller

Wells Fargo
08.2016 - 04.2018

Some College (No Degree) - General Studies

Metropolitan Community College
Jennifer Blackburn