Seeking opportunities to leverage my expertise in financial planning, business administration, and client relations, with a focus on demonstrating strong networking, leadership, and critical thinking skills.
Overview
11
11
years of professional experience
Work History
Senior Financial Services Representative
State Employees Credit Union
06.2019 - Current
Provide comprehensive financial advisory services to credit union members
Develop and maintain a robust client portfolio, focusing on personalized financial solutions
Conduct in-depth financial assessments and create tailored financial plans
Process loan applications, including mortgage, personal, and auto loans
Manage and resolve complex member inquiries and financial challenges
Identify and recommend appropriate banking products and investment opportunities
Maintain accurate and detailed financial records and documentation
Collaborate with team members to achieve branch sales and service goals
Ensure compliance with credit union policies and federal banking regulations
LG Expert
BestBuy
08.2017 - 06.2019
Company Overview: LG Expert
Researched and analyzed sales data for specific LG products and marketing strategies
Sold and financed LG products tailored to individual client needs
Calculated revenue using accounting and financial principles
LG Expert
Sales and Marketing Consultant
The UPS Store
10.2016 - 06.2017
Worked closely with small businesses to fulfill and satisfy marketing needs
Created sales and marketing credentials for business clients
Managed daily sales floor operations independently and with sales team
Account Manager
Stonegate Marketing
08.2015 - 08.2016
Executed marketing campaigns to ensure client satisfaction
Trained and led client representative team to achieve profitability
Team Manager
Course Hero
08.2014 - 05.2015
Analyzed student behavioral patterns in educational courses
Led a team of 9 members in successful fundraising for charity
Education
Bachelor of Science - Business Administration
University of North Carolina at Greensboro (UNCG)
05.2017
Skills
Financial Services
Financial Advisory and Consultation
Loan Processing and Underwriting
Member Relationship Management
Financial Planning and Analysis
Credit Union Operations
Microsoft Office Suite
Customer Relationship Management Software
Financial Management Tools
Data Analysis and Reporting
Adobe Creative Suite
Client Needs Assessment
Certifications And Activities
North Carolina Certified Public Notary, 01/01/17, 12/31/23
Love of God Missionary Baptist Church Youth Leader, 01/01/09, Present
I9 Sports Basketball Volunteer for Intramural Youth, 01/01/16, Present
Professional Competencies
Client Needs Assessment
Strategic Sales Techniques
Team Leadership and Mentoring
Compliance and Regulatory Knowledge
Problem-Solving and Critical Thinking
Effective Communication
Detailed Financial Documentation
Timeline
Senior Financial Services Representative
State Employees Credit Union
06.2019 - Current
LG Expert
BestBuy
08.2017 - 06.2019
Sales and Marketing Consultant
The UPS Store
10.2016 - 06.2017
Account Manager
Stonegate Marketing
08.2015 - 08.2016
Team Manager
Course Hero
08.2014 - 05.2015
Bachelor of Science - Business Administration
University of North Carolina at Greensboro (UNCG)
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Zoey DavisZoey Davis
Senior Financial Services Representative at State Employees Credit UnionSenior Financial Services Representative at State Employees Credit Union