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.
Show Description