Julia Teed-Neal, CCUFC

CCUFC Certified Financial Counseler at CASE Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Lansing, Michigan, United States, US

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • CCUFC Certified Financial Counseler
      • Mar 2016 - Present

      I recently completed the training program through CUNA Mutual and passed the final exams to become a certified Financial Counselor, CCUFC. This is in addition to my current duties.

    • Branch Manager
      • Apr 2017 - Dec 2019

    • Branch Assistant Manager
      • Dec 2015 - Apr 2018

    • Senior Member Service Representative
      • 2008 - Dec 2015

    • Administrative Assistant
      • 2004 - 2008

    • Banking
    • 1 - 100 Employee
    • Licensed Banker
      • 2001 - 2004

      Worked at Standard Federal Bank as a Licensed Personal Banker and had the opportunity to learn how to process mortgage applications from application to close. In addition to this I worked opening new accounts, personal, business and other types of accounts as well as meeting and exceeding set sales goals on a consistent basis. Worked at Standard Federal Bank as a Licensed Personal Banker and had the opportunity to learn how to process mortgage applications from application to close. In addition to this I worked opening new accounts, personal, business and other types of accounts as well as meeting and exceeding set sales goals on a consistent basis.

  • Citizens Bank
    • East Lansing, MI
    • Licensed Personal Banker
      • 1985 - 2001

      Started as a part time teller while East Lansing State Bank, (during my time there we became Bank One, East Lansing, then Citizens Bank) I went to full time within 6 months, and promoted to Assistant Branch Manager, (Okemos Branch) then Branch Manager (Trowbridge Branch). I was recognized at various times for top sales representative, top customer service scores and my branch was top sales for the year more than once. Started as a part time teller while East Lansing State Bank, (during my time there we became Bank One, East Lansing, then Citizens Bank) I went to full time within 6 months, and promoted to Assistant Branch Manager, (Okemos Branch) then Branch Manager (Trowbridge Branch). I was recognized at various times for top sales representative, top customer service scores and my branch was top sales for the year more than once.

Education

  • Colorado State University
    Completed High School Diploma, High School Adult Education Program
    1982 - 1983
  • American Institute of Banking - AIB
    Banking
  • Dearborn Institute
    Graduated, Life, Accident and Health Licensing Class for Michigan
  • Lansing Community College
    Banking and Financial Support Services, A

Community

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