Financial Services Representative
Missouri Valley Federal Credit Union
St. Peters
11.2017 - 01.2019
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Processed financial aid documents and completed basic verification of information.
- Analyzed client financial statements and data to evaluate financial health and investment opportunities.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.