Financial Planner

• Dec 2021 - Present

Financial Advisor

• Oct 2020 - Oct 2021

Sales Assistant

• Aug 2020 - Oct 2020

Money Movement Specialist

• Nov 2015 - Mar 2020

• Responsible for processing hundreds of money movement transactions daily while paying strict attention to the regulations and deadlines governing these transactions. • Developed an exceptional eye for detail while remaining organized, and self-motivated to produce high quality and high-volume results. • Provided indispensable customer service through interactions externally with financial advisors and internally within Commonwealth. • Responsible for processing hundreds of money movement transactions daily while paying strict attention to the regulations and deadlines governing these transactions. • Developed an exceptional eye for detail while remaining organized, and self-motivated to produce high quality and high-volume results. • Provided indispensable customer service through interactions externally with financial advisors and internally within Commonwealth.

Senior Banking Specialist

• Aug 2015 - Oct 2015

Promotes good customer relations through the handling of a wide array of banking transactions. Utilizes knowledge of Bank products and services to proactively assist customers in expanding and deepening their financial relationship with the Bank. Also assists customers with questions and problem resolution, as requested. Performs functions, within scope of authority and expertise, in conformance with established Bank policies, procedures and objectives. Provides the highest level of service and responsiveness to customers and co-workers. May assist Tellers and Banking Specialists with more complex transactions. Show less

Head Teller

• Dec 2013 - Aug 2015

Supervises teller staff to ensure customers receive consistently high levels of service and to ensure that branch operations are completed effectively and in conformance with established Bank policies, procedures and objectives. Actively participates in supporting branch service and sales goals, and assists Tellers in meeting related goals. Promotes good customer relations through the handling of a wide array of banking transactions. Utilizes knowledge of Bank products and services to proactively assist customers in expanding and deepening their financial relationship with the Bank. Also assists customers with questions and problem resolution, as requested Show less

Senior Teller

• Sep 2012 - Dec 2013

Serves the public and promotes good customer relations. Performs a wide variety of transactions to service customers in conformance with established Bank policies, procedures and objectives. Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers

Teller

• Mar 2012 - Sep 2012

Serves the public and promotes good customer relations. Performs a wide variety of transactions to service customers in conformance with established Bank policies, procedures and objectives. Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers.

Part-time Teller

• Jun 2011 - Mar 2012

Serves the public and promotes good customer relations. Performs a wide variety of transactions to service customers in conformance with established Bank policies, procedures and objectives. Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers.

Bartender

• 2010 - 2012

Bartender

• Oct 2007 - Sep 2009

Account Manager

• 2001 - 2007