Financial professional with strong expertise in delivering client-focused financial solutions and managing diverse client relationships. Known for excellent collaboration within team members and adaptability in dynamic environments. Proficient in financial analysis and customer relations.
Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Enhanced customer relationships with personalized service and addressing individual concerns promptly.
Collaborated with team members to achieve sales targets and improve overall branch performance.
Became familiarized with certain accounting activities such as auditing and addressing discrepancies wherever necessary.
Education
BBA - Business Administration
Northwood University
Midland, MI
08-2023
Skills
Customer service
Sales management
Client relationship management
Team collaboration
Problem solving
Attention to detail
Time management
Issue resolution
Cash handling
Financial product sales
Timeline
Financial Services Representative II
Michigan State University Federal Credit Union
04.2021 - Current
BBA - Business Administration
Northwood University
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