Liz Plumb Email & Phone Number

Colorado Springs, Co, Us

Colorado Springs, Co, Us

United States

Responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Colorado Springs, Co, United States

A Financial Wellness Consultant is a professional who helps individuals and organizations improve their financial well-being by providing expert advice and guidance on various financial matters. The primary goal of this role is to empower clients to make informed financial decisions, manage their resources effectively, and achieve their financial goals.Responsibilities:Financial Assessments:Conduct thorough assessments of clients' financial situations, including income, expenses, assets, and liabilities. Analyze financial data to identify areas for improvement and develop customized financial plans.Budgeting and Planning:Assist clients in creating realistic budgets and financial plans tailored to their unique circumstances. Provide strategies for debt management, savings, and investment to enhance overall financial health.Education and Training:Educate clients on financial literacy and best practices for managing money. Offer workshops, seminars, or one-on-one training sessions to enhance clients' understanding of financial concepts and foster responsible financial behaviors.Debt Management:Advise clients on effective debt reduction strategies and debt consolidation options. Work with clients to develop plans for paying off outstanding debts and improving credit scores.Financial Goal Setting:Collaborate with clients to establish short-term and long-term financial goals. Monitor progress, adjust plans as needed, and provide ongoing support to help clients achieve financial milestones.Client Relationship Management:Build and maintain strong relationships with clients through effective communication and responsiveness. Act as a trusted advisor, addressing clients' concerns and providing timely solutions.Business Banking mentorship Business banking MedallionNotary Key@WorkKey4 Women

Colorado, United States

In bound call specialist to help homeowners put there homes in to forbearance to help give relief during times of hardship and helped with repayment options.

Colorado, United States

Processed Payroll During The PPP program for business owners helped with calculations to get loans approved for business owners

Colorado Springs, Colorado Area

Help Affluent business owners and specialized in speciality accounts and business

Colorado

Helped Personal Clients With Financial goals and made recommendations based off the relationship i had with them.

I Was A half Bank Teller and Half Personal Banker.

Colorado

Lead server and trainer

Colorado

Lead hostess , Food Runner And Server

Colorado

Processing grocery transaction

Colorado

Greeting and sitting guest at tables

Master Of Business Administration (M.B.A.), Business Administration, Management And Finance

Working on my Bachelors & Masters in Business Finance .

Associate Of Science (A.S.), American Sign Language

Study general studies with a certificate in American Sign Language . Didn't obtain a Degree here.