Mary Beth Jackson

Managed daily client meetings: to ensure receiving best products available, superior client experience and overall sound financial present and future for each individual/family.
Made updates and corrections in order to maintain proper account information.
Completed required continued education modules in order to maintain compliance.
Worked collectively as a team in order to achieve success in meeting and exceeding our goals.

Managed daily client meetings: to ensure receiving best products available, superior client experience and overall sound financial present and future for each individual/family.

Made updates and corrections in order to maintain proper account information.

Completed required continued education modules in order to maintain compliance.

Worked collectively as a team in order to achieve success in meeting and exceeding our goals.

Managed team of tellers, focused on client needs, maintained cash levels and compliance requirements.

Worked with clients to find vehicle which would serve their needs, set appointments and saw them through vehicle purchase. By means of phone, chat and email requests.

Managed team goals, compliance, operations, daily appointments; oversaw all levels of daily branch activities.

Managed team goals, compliance, operations, daily appointments; oversaw all levels of daily branch activities.