
Forward-thinking team leader. Skilled at account maintenance and product knowledge. Successful background in matching financial products and services to members. Well-versed in assisting Branch leadership with employee recognition, expectation, and client relations. Focused on required compliance and financial literacy training. Familiar with setting up new accounts for members, maintaining security, and supporting branch audits. Excellent organizational and documentation skills. Prepared to offer seven years of related experience to a challenging position with room for advancement.