Jodale P. Email & Phone Number

Atlanta, Georgia, United States

1.Receive and process financial transactions including deposits, withdrawals, check cashing, loan/credit card payments and advances, cash advances, issuing savings/cashier’s checks, and redeeming savings bonds.2.Initiate conversations with members to uncover their financial needs, cross-sells Credit Union products and services, and makes appropriate referrals to business partners to meet both personal referral goals.3.Perform a variety of miscellaneous tasks including scanning checks and teller work, filing, computer input, assisting members as needed with the Coin Sorter, or answering the telephone.4. Create exceptional member experience and efficiently complete transactions.5. Consistently achieve credit union goals with an average of 90% fulfilment rate.

United States

• Conduct study sessions with candidates that are attempting to obtain their Insurance License.• Help to motivate, coach and train adult learners on key concepts that will assist them in passing theirstate exam and obtaining their license.• Perform routine clerical duties, such as filing forms and other records from licensed agents and applicants.• Input data or correspondence from files as requested within an appropriate time frame.• Monitor learners' performance