Jessie Garrison

About Jessie Garrison

Enthusiastic, self-motivated, and result-oriented banking and financial services professional with sixteen years of experience and demonstrated expertise in customer service and sales as well as strong skills in training, developing, and training other employees. Reputation as a self-directed professional with excellent communication and people skills. Bilingual in Spanish, energetic and goal-oriented with a genuine passion for financial sales and client relations – serving as a team player with a proven track record of success in sales, employee training, and customer acquisition/retention. Communicate clearly and effectively with diverse populations in written, verbal, and presentation formats. Adept at addressing client needs in person, by phone, or via email with excellent interpersonal skills to connect and build valuable and professional client relationships.

Experience

1. Bilingual Partner Experience Manager

   GreenPath Financial Wellness

   Aug 2017 — Present

Education

• Michigan State University

  Bachelor’s Degree

Skills

• Series 6
• Training
• Volunteer Management
• Banking
• Data Entry
• Leadership
• Time Management
• Investment Banking
• Event Management
• Customer Service
• Health Insurance
• Employee Training
• Public Speaking
• Budget Management
• Series 63
• Investments
• Microsoft Office
• Event Planning
• Microsoft Excel
• Series 7
• Series 66
• Retail Banking
• Nonprofit Organizations
• Life Insurance
• Nonprofits