Julia Teed-Neal, CCUFC
CCUFC Certified Financial Counseler at CASE Credit Union- Claim this Profile
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Bio
Experience
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CASE Credit Union
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United States
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Financial Services
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1 - 100 Employee
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CCUFC Certified Financial Counseler
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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.
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Branch Manager
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Apr 2017 - Dec 2019
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Branch Assistant Manager
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Dec 2015 - Apr 2018
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Senior Member Service Representative
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2008 - Dec 2015
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John Hancock Financial Network
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Lansing, MI
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Administrative Assistant
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2004 - 2008
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Standard Federal Bank
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Banking
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1 - 100 Employee
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Licensed Banker
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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.
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Citizens Bank
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East Lansing, MI
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Licensed Personal Banker
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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.
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Education
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Colorado State University
Completed High School Diploma, High School Adult Education Program -
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