Compliance Specialist

• Dec 2022 - Present

Financial Advisor Associate

• Aug 2021 - Dec 2022

Customer Service Representative

• Oct 2018 - Aug 2021

Branch Manager

• Jun 2010 - Oct 2017

First point of contact for customers. Creating a positive “First Impression” by greeting and engaging customers in a range of sales, service and informational conversations. • Performing complete financial transactions such as deposits, withdrawals, and/or other account transactions for customers in an accurate and efficient manner. • Ensuring customer problems are handled appropriately, escalating issues when necessary. • Contributing to the achievement of branch business objectives by meeting or exceeding individual sales & referral goals. • Contributing to the timely and accurate completion of branch administration work. • Ensuring necessary due diligence to support the accuracy of all customer transactions. • Complying with Bank and Industry codes of conduct. • Applying Bank/Branch operating policies and procedures on a rotational basis. Show less