Senior Financial Services Representative
Current• Assisted members with Mortgages, HELOC, Auto Loans, and Credit Cards totaling 2.6 million dollars YTD. • Achieved Cross-Sales, Investments, and Loan goals in all four quarters of 2022• Built strong interpersonal relationships with members giving them faith in their decision to bank with Citadel.• Obtained President’s Council status for years 2019, 2021, 2022, and on pace for 2023