Customer Service Life Insurance
Resume:
Maggie Valencia
Castaic, CA 91384
acp81h@r.postjobfree.com
EXPERIENCE
Logix Federal Credit Union Financial Consultant Assistant May 2010-December 2014
May 1991-December 2014 BankTeller; Customer Service; Brokerage & Insurance Ops.
Provide daily support and coverage to 3 top Financial Consultants.
Procure prospective investors within the credit union environment and calling membership.
Administered the brokerage referral program.
Assist with marketing campaigns and promotions.
Works closely with other credit union departments and build positive relationships.
Processed services related to brokerage including check requests, account updates, account withdrawals and IRA withdrawals.
Processed new account applications, ticket orders, and other operational paperwork in a timely manner.
Develop and review business plans with consultants, tracking monthly progress in various areas ensuring all activities are in line for goal achievement and growth.
Bank of America Teller May 1990-May 1991
Provided service to all branch customers, assisting them with financial transactions such as deposits, withdrawals, transfers and negotiable instruments.
Processed customer transactions efficiently, accurately, and in a timely manner.
Investigates and resolves all customer inquiries.
Maintained cash drawer in accordance with assigned cash limits and policy procedures.
CERTIFICATIONS Series 7, 63 and California Life Insurance
Proficient in Microsoft Word, Excel, Outlook, and Redtail.
Bilingual in English/Spanish
Referrals available upon request.
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