TAYLOR GODFREY
Salisbury,NC
Summary
Result-driven Financial Services Officer with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
7
7
years of professional experience
Work History
Financial Services Officer I
NC State Employees Credit Union
07.2021 - Current
- Prepared variety of different written communications, reports and documents
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assisted in training and mentoring of new hires
Front Desk Receptionist
Inclusive Counseling Solutions
07.2017 - 11.2018
- Maximized office efficiency by answering incoming calls per day to provide office information and transfer calls to desired personal
- Processed patient payments and scanned identification and insurance cards
- Input customer data into reservation systems and updated to reflect room changes
- Protected clients' rights by maintaining confidentiality of personal and financial
- Completed basic bookkeeping and document filing
Education
International Accounting
Study Abroad
Bachelor of Arts - Liberal Studies- Interdisciplinary Studies in Business Management, Finance, Accounting
North Caroline A&T State University
Greensboro, NC05.2020
Skills
- Management
- Critical Thinking
- Account Reconciliation
- Data Analysis
- Account Maintenance
- Report Preparation
- Problem-Solving
- Tax Return Filing
- Banking operations
Timeline
Financial Services Officer I
NC State Employees Credit Union
07.2021 - Current
Front Desk Receptionist
Inclusive Counseling Solutions
07.2017 - 11.2018
International Accounting
Study Abroad
Bachelor of Arts - Liberal Studies- Interdisciplinary Studies in Business Management, Finance, Accounting
North Caroline A&T State University
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