Tabitha McMillan
Parker,CO
Summary
Dynamic financial professional with a proven track record at USAA, excelling in client relationship management and investment strategies. Recognized for enhancing customer satisfaction through effective communication and problem-solving skills. Committed to delivering tailored financial advice, ensuring compliance, and fostering team collaboration to achieve client goals. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Specialized Member Service I
USAA Life Company
San Antonio, TX
05.2020 - Current
- Elevated customer satisfaction by addressing issues with informed and approachable service.
- Maintained updated knowledge through continuing education and advanced training.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Personal Financial Advisor
USAA
San Antonio, TX
02.2008 - 05.2020
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Maintained accurate records of client transactions including deposits, withdrawals, transfers between accounts or buying, selling securities.
- Interacted with custodians or brokers regarding account maintenance issues such as dividend reinvestment or cost basis adjustments.
- Provided comprehensive financial advice on retirement planning, estate planning, tax strategies, insurance coverage and other areas of personal finance.
Education
Associate of Applied Science - Biology
Alamo Community College
San Antonio, TX05-2011
Bachelor of Science -
The University of Texas At San Antonio
San Antonio, TXSkills
- Client relationship management
- Regulatory compliance
- Effective communication
- Conflict resolution
- Problem solving
- Team collaboration
- Attention to detail
- Training support
- Investment strategies
- Customer relationship management
- Account maintenance
- Retirement planning
- Retirement strategy development
Certification
- Series 7
- Series 66
- Life and Health License
Accomplishments
- Six Sigma Green Belt
References
References available upon request.
Timeline
Specialized Member Service I
USAA Life Company
05.2020 - Current
Personal Financial Advisor
USAA
02.2008 - 05.2020
Associate of Applied Science - Biology
Alamo Community College
Bachelor of Science -
The University of Texas At San Antonio
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