• Assists in designing, building, and maintaining interactive dashboards and reports in Tableau.• Creates custom reports in Salesforce for KPI and revenue tracking.• Writes SQL queries to extract, manipulate, and analyze data.• Maintains donor records in the database, ensuring accuracy and consistency of donor information.• Develops visually appealing and easy-to-understand data visualizations that convey insights clearly.• Manipulates data for distribution using Excel

• Provided technical Cash Management assistance for clients• Processed foreign currency exchanges for international clients • Created daily, weekly, monthly, and annual reports regarding financial product usage information • Reviewed all mobile check deposits for errors and potential fraud

• Successfully held and maintained the FINRA Series 6 license for mutual funds and variable annuities• Provided financial product expertise to internal and external clients as well as financial representatives• Processed financial transactions involving variable annuity trades between 100+ sub accounts and client withdrawals• Assessed client needs and made referrals to sales team as appropriate• Customer interactions and outbound calling• Complied with all tax regulations pertaining to investment lines of businesses including IRA, 403b, non-qualified, and inherited contracts

• Gathered information for routine reports including sales activity and goal progress• Effectively cross-sold credit union products and services• Conducted membership interviews, opened member accounts, and processed and completed consumer loans• Actively participated in marketing promotions; made telemarketing calls

• Participated in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially• Assisted customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications• Developed understanding of bank products and services to connect to customers' needs• Interacted with customers to demonstrate care and build relationships• Provided appropriate options for bank products and services to customer• Referred customers' financial needs to other bankers and partners as needed

• Supported customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers• Completed operational activities while minimizing risks under established policies• Performed routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization• Interacted with customers and individuals to demonstrate care, build relationships, and complete requested transactions• Identified information and services to meet customers financial needs