Michael Costello
Personal Banker
New Port Richey,FL
Summary
Driven finance student and banking professional effective at maximizing customer service opportunities while exceeding individual performance goals. Certified financial counselor who thrives in fast paced environments and multitasking.
Overview
2
2
years of professional experience
2
2
years of post-secondary education
Work History
Universal Branch Advisor
Achieva Credit Union
Palm Harbor, FL
04.2022 - Current
- Operated computers programmed with accounting software to record, store and analyze information.
- Responsible for bringing several large accounts to the credit union, generating additional revenue.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
Customer Service Associate
Publix
Clearwater, FL
04.2021 - 04.2022
- Collaborated with store management and program leadership to suggest actionable improvements and corrective action plans.
- Improved operational efficiencies while managing customers requests, store inventory, transactions, new purchase orders and pricing needs.
Education
Bachelor of Science - Financial Services
St. Petersburg College
Clearwater, FL 12.2021 - Current
Skills
Strategic financial planning
undefinedAdditional Information
- Certified Credit Union Financial Counselor (CCUFC)
- Florida notary public
Timeline
Universal Branch Advisor
Achieva Credit Union
04.2022 - Current
Bachelor of Science - Financial Services
St. Petersburg College
12.2021 - Current
Customer Service Associate
Publix
04.2021 - 04.2022
Similar Profiles
Kelly ThompsonKelly Thompson
Senior Commercial RM & SBA Team Mentor at Achieva Credit UnionSenior Commercial RM & SBA Team Mentor at Achieva Credit Union
Dejan BoskovicDejan Boskovic
Branch Advisor / Personal Banker at Achieva Credit UnionBranch Advisor / Personal Banker at Achieva Credit Union
Destiny DiazDestiny Diaz
Brand Ambassador at Achieva Credit UnionBrand Ambassador at Achieva Credit Union