Personal Banker III
November 2004 — Present
As a Personal Banker III I take on several duties including but not limited to Branch Cash management, branch audits, as well as servicing all aspects of the customers’ needs such as teller transactions, account opening and servicing, and escalated customer concerns. I have also had the privilege to obtain my Series 6, 63, & 97 as well as maintain a Delaware State Insurance Life License while in this position. My selling experience includes Mutual Funds, Fixed & Fixed Index Annuities, 529 College Savings Plans, as well as assist our Financial Advisor with more complex securities sales such as UIT's, Variable Annuities, and Structured CD's.