Amber Halley
Middlesex
Summary
Dedicated to enhancing the financial well-being of members, with over twenty-six years' experience. Proven track record of assisting member in identifying, prioritizing, and achieving their short- and long-term financial goals, while also strengthening their overall financial education. Experienced in leading and mentoring teams to provide high-quality, member-focused service.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
VP/CE
State Employees' Credit Union
Wendell
03.2022 - Current
- Managed daily operations to enhance branch efficiency and service quality.
- Developed and implemented strategies to improve team performance and productivity.
- Engaged in community outreach
- Coached and mentored employees on professional development goals.
- Fostered a positive work environment by recognizing individual achievements.
Senior Financial Services Officer II
State Employees' Credit Union
Zebulon
2009 - 2022
- Delivered comprehensive financial services to members, enhancing their financial goals.
- Educated members on available products and services, tailoring recommendations to individual needs.
- Coordinated and supervised referral processes for financial advisory services.
- Equipped employees with tools to effectively discuss financial products with members.
- Served as coordinator for insurance and retirement planning initiatives.
- Performed quarterly and annual reviews of employee performance.
- Assumed additional supervisory and branch operations responsibilities as assigned by management.
Senior Financial Services Officer
State Employees' Credit Union
Knightdale
2000 - 2009
- Delivered all financial services to members
- Consumer and Mortgage Loan originations
- Assisted with supervising and training employees
- Assisted with collections efforts for negative account, consumer loans and mortgage loans
Education
Bachelor of Arts - Business And Leadership Management
William Peace University
Raleigh, NC06-2012
Skills
- Team leadership
- Decision-making
- Training and mentoring
- Staff development
- Financial goal setting
Certification
- Securities Licenses 6, 63, 65
Accredited Trust Financial Advisor
Accredited Financial Counselor
NC Life and Health, NC Personal Lines, NC Medicare/Long Term Care
Certified Credit Union Executive
Timeline
VP/CE
State Employees' Credit Union
03.2022 - Current
Senior Financial Services Officer II
State Employees' Credit Union
2009 - 2022
Senior Financial Services Officer
State Employees' Credit Union
2000 - 2009
Bachelor of Arts - Business And Leadership Management
William Peace University