Jordan Wheeler
Binghamton,NY
Summary
Adept at leveraging financial acumen and creativity to drive business growth, my tenure at Visions Federal Credit Union saw a notable increase in loan approvals through strategic credit assessments. Skilled in persuasion and marketing, I excel in fostering client relationships and networking, significantly enhancing referral business. My approach combines innovative solutions with a keen market insight, ensuring impactful outcomes.
Overview
8
8
years of professional experience
Work History
Indirect Relationship Officer
Visions Federal Credit Union
2019.01 - Current
- Facilitated meetings and discussions between clients, sales and delivery teams.
- Increased referral business by actively networking within the community and participating in local events representing the bank.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options.
GNC Sales Associate
GNC
2017.01 - 2019.01
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Education
Associate of Science -
SUNY Broome Community College
Binghamton, NY05.2019
Skills
- Financial Acumen
- Creativity and Innovation
- Marketing knowledge
- Persuasion techniques
Timeline
Indirect Relationship Officer
Visions Federal Credit Union
2019.01 - Current
GNC Sales Associate
GNC
2017.01 - 2019.01
Associate of Science -
SUNY Broome Community College
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