Todd Lee McCroskey
Apex, NC *7502
Phone 937-***-****
E-mail: adjrab@r.postjobfree.com
EXPERIENCE
Registered Personal Banker Officer Wells Fargo Bank NA
Responsible for opening checking accounts, personal loans, Home equity loans, credit cards and segmenting investments to financial advisors also working with managers, bankers and tellers to ensure proper operational functions of retail banking.
Duties also include notary Public, Medallion Guarantee.
Finra Series 6 and 63, Long term health care, Life and Health license.
EDUCATION
Georgetown University Paralegal Certification 1990: Area of concentration in legal studies
Ohio University Bachelors of Science in Communications 1985
WORK EXPERIENCE
Key Bank NA and Key Bank Investment Services Dayton, Ohio 2005-2012
Fifth Third Bank and Fifth Third investment Services Raleigh, NC 2012-2014
Wells Fargo Bank and Wells Fargo Advisors Raleigh, NC 2014-2020
References: Eric Sadler Key Bank
Jason Macher Fifth Third Securites
Debbie Daniels Key Bank
Thomas Neef Key Bank retired