Bio
Experience
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Loan Consultant
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Go Energy Financial Credit Union
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Douglasville, Georgia
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Loan Consultant
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Mar 2019 - Present
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Douglasville, Georgia
• Establish new banking relationships with members ensuring they are offered products and services through a needs based selling approach• Provide account servicing and maintenance, and assist with problem resolution for members in accordance with all established procedures and regulations• Demonstrate and maintain an up to date knowledge of and ensure compliance with applicable regulatory requirements, including but not limited to BSA, OFAC, CIP and internal policies and procedures
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United States
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Banking
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700 & Above Employee
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Assistant Branch Manager
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Mar 2013 - Jan 2017
Manage, train and coach staff to fulfill branch sales and service goals while consistently attaining individual goals.
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Financial Services Representative
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Jan 2011 - Mar 2013
Identified appropriate products and services to meet the needs of individual customers.
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Vault Teller
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Dec 2006 - Jan 2011
Performed daily operational procedures such as ordering, shipping and balancing of all money.Managed bank vault and vault records.Supervised and trained teller staff in bank transaction procedures.Provided reliable customer service at high traffic branch.
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Sales Supervisor
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Dec 2003 - Oct 2006
Encouraged and trained staff to reach optimum performance levels.Developed experience in loss prevention, cash handling and logistics.
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Sales Associate
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Feb 2002 - Nov 2003
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Education
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2004 - 2006West Georgia Technical College
Associate of Arts and Sciences - AAS, Marketing/Marketing Management, General
Suggested Services
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Industry Focus. “Banking and Financial Services”
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