Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tim Vereecke

West Sacramento,California

Summary

Accomplished Financial Services Representative with a proven track record at Golden 1, known for enhancing client relationships and optimizing operational processes. Expertise in compliance and meticulous attention to detail have resulted in improved customer service and increased team productivity. Proficient in relationship management and task prioritization, contributing to a results-driven environment. Aiming to leverage these strengths to further elevate client satisfaction and operational efficiency.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Golden 1
Sacramento, CA
08.2024 - Current
  • Built and maintained strong client relationships through exceptional service and communication.
  • Demonstrated understanding of and adherence to federal and state regulations for financial aid.
  • Processed transactions quickly and accurately in accordance with established procedures.
  • Initiated contact with potential clients to explore financial offerings.

IRA Specialist

SchoolsFirst Federal Credit Union
Tustin, CA
07.2023 - 08.2024
  • Ensured that all transactions were processed accurately and in a timely manner according to established guidelines.
  • Reviewed IRA documents such as beneficiary designations, distribution requests. for accuracy.
  • Identified opportunities for process improvement based on feedback from members.
  • Provided technical advice on IRA rules and regulations to clients and internal staff.

Shift Lead

MOD Pizza
Foothill Ranch, CA
06.2019 - 05.2022
  • Monitored employee performance and provided feedback on areas for improvement.
  • Handled escalated customer concerns and emergencies.
  • Fostered a team-oriented environment to increase morale and productivity.

Education

Bachelor of Science - Finance

California State University, Chico
05-2023

Associate of Science - Economics

Saddleback College
05-2021

Skills

  • Relationship management
  • Outbound sales
  • Customer service
  • Complaint handling
  • Compliance and reporting
  • Microsoft Excel
  • Attention to detail
  • Task prioritization

Certification

  • Series 7
  • Series 66
  • SIE

Timeline

Financial Services Representative

Golden 1
08.2024 - Current

IRA Specialist

SchoolsFirst Federal Credit Union
07.2023 - 08.2024

Shift Lead

MOD Pizza
06.2019 - 05.2022

Bachelor of Science - Finance

California State University, Chico

Associate of Science - Economics

Saddleback College

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Tim Vereecke