Jonathan Hansen
Brownsville,OR
Summary
Well-versed Financial Services Consultant and skilled leader develops dynamic, growing business by bringing in new accounts and leveraging relationships to maximize branch/organizational goals. Focused on engendering customer loyalty by identifying needs and devising customized solutions. Successful using strong negotiation skills and building collaborative, long-lasting partnerships.
Overview
1
1
year of professional experience
Work History
Financial Services Consultant II
Oregon State Credit Union
Corvallis, OR
01.2024 - Current
- Assisted borrowers in understanding all aspects of their loan transaction while providing guidance on best practices regarding their financial decisions.
- Maintained accurate records of all transactions within the branch's database system.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Assisted members by answering banking questions and recommending solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Financial Services Consultant
Oregon State Credit Union
Corvallis, OR
01.2023 - 01.2024
- Assisted customers by answering banking questions and recommending solutions.
- Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
- Devised targeted solutions for various customers and offered deposit, lending and investment services.
Teller
Oregon State Credit Union
Corvallis, Oregon
12/07/21 - 01.2023
- Performed special services for customers, ordering bank cards and checks.
- Cross-sold additional bank products when applicable to meet customer needs.
- Handled large volumes of currency quickly and accurately with minimal errors.
Education
Bachelor of Science - Finance And Economics
Grand Canyon University
Phoenix, AZ07-2024
High School Diploma -
Silverton High School
Silverton, OR06-2020
Skills
- Strategic Thinking
- Client Confidentiality
- Financial Planning
- Debt Management
- Investment Strategies
- Teller Transactions
- Customer Relationship Building
- Loan Applications
- Account Maintenance
- Certificates of Deposit
- Cash Handling
Timeline
Financial Services Consultant II
Oregon State Credit Union
01.2024 - Current
Financial Services Consultant
Oregon State Credit Union
01.2023 - 01.2024
Teller
Oregon State Credit Union
12/07/21 - 01.2023
Bachelor of Science - Finance And Economics
Grand Canyon University
High School Diploma -
Silverton High School
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