Vincent Moody
Financial Service Representative @Sharonview Federal Credit Union
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WORK HISTORY
Financial Service Representative @Sharonview Federal Credit Union
Charlotte, NC, US
Deliver Outstanding member-facing experiences, while cross-selling and educating membership of ancillary solutions Problem solving member inquiries relating to accounts, services and solution partners Identifying members perceived and unperceived financial goals through our lending solutions, deposit products and other services Facilitate all branch functions including the security, maintaining confidentiality, lending application process, gathering of loan documentation, closing, filing and follow-up Serve as Training Ambassador for new and existing employees, while embracing newly created concierge-style protocols
EDUCATION
Rutgers University-New Brunswick
Bachelor of Science (B.S.)
SKILLS
ABOUT VINCENT MOODY
A dedicated problem-solving professional uniquely qualified to gain client trust, quickly adapt and continually provide solutions for complex problems, while passionately employing the following core competencies. All invitations to connect are welcome. • Research Collection• Data Analysis • Project Management • Strategic Planning • Report Writing • Process Improvement • Forecasting • Training & Development • Recruiting & Workforce Development • Regulatory Compliance • Budgeting •Management •Financial Consulting & Investment Planning • Tax Preparation & Planning
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