Jory Helms
Branch Manager
- Role
- Retail Relationship Banker at BMO
- Location
- Eau Claire, WI, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Jory Helms
Helping young families, medical professionals, and people wanting to retire get on track…
Experience
Retail Relationship Banker
Jun 2022 — Present · Eau Claire, WI, US
Education
University of Iowa
Bachelor of Arts (B.A.)
1999 — 2003
Skills
- Customer Service
- Long-Term Care
- Investments
- Asset Allocation
- Risk Management
- Wealth Accumulation
- Wealth
- Disability Insurance
- Microsoft Office
- Sales
- Strategic Financial Planning
- Retirement Planning
- Long Term Care Insurance
- Financial Planning
- Marketing
- Series 63
- Team Building
- Microsoft Excel
- Sports
- Social Media
- Leadership
- Series 6
- Insurance
- Life Insurance
- Finance
- Securities
- Public Speaking
- Social Networking
- Loans
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