Madison Richter
Leland
Summary
Detail-oriented individual with exceptional communication and organizational skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
2
2
years of professional experience
Work History
Branch Office Administrator
Edward Jones
Wilmington, NC
09.2025 - Current
- Assist in preparing reports and presentations, enhancing the communication of financial strategies to clients.
- Facilitate communication between clients and financial advisors, ensuring timely follow-up on inquiries.
- Implement office organization strategies that improve overall productivity and reduce operational delays.
- Provide exceptional customer service to both internal employees and external clients, promoting a welcoming atmosphere at the branch office.
Senior Financial Services Officer
Marine Federal Credit Union
Wilmington, NC
07.2024 - 07.2025
- Assisted members with account inquiries and transactions, ensuring accurate and timely service.
- Trained new staff on operational procedures and efficient workflow practices.
- Processed loan applications and conducted preliminary credit assessments to facilitate approvals.
- Educated members on financial products and services, enhancing customer understanding and engagement.
- Maintained compliance with regulatory standards, contributing to risk management efforts within the credit union.
Education
Bachelor of Science - Finance
West Chester University of Pennsylvania
West Chester, PA05-2024
Skills
- Leadership and supervision
- Customer engagement
- Customer service
- Team management
- Attention to detail
- Time management
Languages
English
Native or Bilingual
Timeline
Branch Office Administrator
Edward Jones
09.2025 - Current
Senior Financial Services Officer
Marine Federal Credit Union
07.2024 - 07.2025
Bachelor of Science - Finance
West Chester University of Pennsylvania