Jordan Cobb Email & Phone Number

Milledgeville, Georgia, United States

Milledgeville, Georgia, United States

Milledgeville, Georgia, United States

Milledgeville, Georgia

Milledgeville, Georgia

- Open accounts for customers by analyzing credit reports and financial history to determine eligibility- Answer questions about bank services and account types, such as CD's, IRA's, loans, and consumer accounts - Assist customers who are victims of fraud, identity theft, or online and telephone scams- Issue, replace, and close debits cards that have been.

Albany, Georgia

- Served clients in wealth management, budgeting needs, retirement, income tax, estate and education planning to help clients reach financial objectives- Prepared financial documents, portfolio proposals, and investment performance reviews- Communicated with clients regularly to discuss client accounts, income needs, and other factors that necessitate.

River Mill - Athens, Georgia

- Sells 6 and 12 month leases to potential residents - Acts as customer liaison between residents and management - Accurately enters resident information into Excel spreadsheets and Leasing Administration and Marketing System - Gives tours to potential residents and answers any questions they have about our property or community

Athens, Georgia Area

- Prepared income tax returns for people in the Athens, Clarke County community - Generated and reviewed financial statements and other relevant documents - Used Tax Slayer Software for tax preparations- Interacted with clients individually to gain all relevant information for the tax returns

Athens, Georgia Area

- Provided financial planning services to various people of the Athens area free of charge- Met with clients one on one and in groups- Participated in case study research with a financial planning team - Conducted self-observations to improve client interactions and presentation skills

Albany, Georgia Area

- Prepared documents and portfolio proposals for client meetings using various software systems including portfolio management, financial planning, and custodian platforms- Organized and improved client relations management software- Attended various client meetings for exposure to different situations, needs, and approaches- Extracted and analyzed.

Financial Planning, Financial Planning And Services

Activities and Societies: Student Financial Planning Association - Vice President Sigma Alpha - Professional Agricultural Sorority -May.

Transfer, General Studies

Activities and Societies: - Phi Thetta Kappa National Honor Society - Junior College Softball Team - Dean's Scholarship Recipient - Four.