Ivy
Financial Representative Ii @KeyPoint Credit Union
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WORK HISTORY
Financial Representative Ii @KeyPoint Credit Union
CA, US
Consistently exceeded sales goals and customer satisfaction targets; awarded President’s Club 2025 for top performance
EDUCATION
Santa Barbara City College
Accounting Assistant/Bookkeeper, Level IV, Certificate of Achievement (C), Accounting and Finance
University of Finance & Marketing - UFM
Bachelor's degree of Marketing, Marketing
Unitec
Graduated Diploma in Business ( Marketing)
ABOUT IVY
Passionate about Banking and Finance in the U.S, I work as a Financial Representative at a credit union, helping clients maximize rewards, optimize their finances, and achieve their financial goals. I focus on delivering personalized banking solutions that make managing money simpler and more rewarding.
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