Randi Rudd
Hollister
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Senior Financial Advisor
State Employee Credit Union
05.2017 - 12.2023
- Built lasting relationships with members by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Mentored junior advisors to enhance team performance and drive overall success within the team.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
Bachelor of Science - Sports Management
North Carolina A & T State University
Greensboro, NC05.2017
High School Diploma -
Warren County High School
Warrenton, NC06.2013
Skills
- Verbal and written communication
- Training and coaching
- Loans
- Team building
- Continuous Improvement
- Notary
- Public Presentations
- Cash Flow Management
- Financial Planning
- Investment strategies
Timeline
Senior Financial Advisor
State Employee Credit Union
05.2017 - 12.2023
Bachelor of Science - Sports Management
North Carolina A & T State University
High School Diploma -
Warren County High School
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