• Pulls credit reports from the Credit Bureau• Posts returned checks and paid accounts to Central Credit• Establishes guests in the Central Credit system• Assists with various departmental needs (i.e calling banks to verfiy cashier checks, obtaining bank ratings on applicants, etc.)• Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports• Enters information on approved credit accounts into the computer system• Ensures accuracy in cashing checks and entering information into the computer• Conducts credit research

• Provides timely, courteous service by processing paying and receiving transactions professionally and efficiently• Promotes the sales referral process by pro-actively greeting customers, identifying customer service and product needs, making appropriate referrals, achieving individual weekly referral goals• Process deposits, withdrawals, transfers, payments, night deposits, mail, check orders, currency transaction reports, Automatic Teller Machine action updates, wire transfers, and other transactions• Sorts money for ATM machines, balances vault and pays out money upon verification of signature and account balance, completes debit card as well as dispute forms• Maintains and balances daily transactions according to the established schedule (daily) by researching outages and balancing the drawer accurately and timely and researches outages quickly and efficiently without assistance• Constructively interacts with co-workers

• Educated clients of financial plan creation with emphasis on portfolio management• Provided expertise to clients on various insurance products and investment alternatives• Established positive client relationships to stimulate sales and meet customer needs• Intern coordinator and team leader for talent acquisition development program• Trained interns in effective sales and cold-call techniques assisting in their transition• Top 10 internship program in the country

• Assist communications department in creation and organization of teaching requirements• Asses undergraduate student assignments and record result in university database• Interface with other departments to better align the college’s missions and goals• Eliminate student conflicts to enhance team performance during class assignments