Job Wesley
Shreveport
Summary
Results driven Financial Services Representative with experience in retail banking and financial planning, specializing in account management, credit analysis, and client relationship development. Proven success in high volume environments, consistently exceeding sales goals and delivering personalized financial solutions to meet clients needs. Background includes retirement planning, insurance services, and loan support through experience with MassMutual, combined with top performance in member facing banking operations at Barksdale Federal Credit Union. Recognized for strong problem solving, attention to detail and ability to build trust while driving revenue growth.
Overview
5
5
years of professional experience
Work History
Financial Services Representative 2
Barksdale Federal Credit Union
Shreveport, LA
03.2024 - Current
- Manage 30+ in person member interactions daily and 10 - 15 phone consultations, delivering high-quality financial service in a fast paced branch environment.
- Open and manage consumer, business, trust, fiduciary and IRA accounts, ensuring compliance and accuracy.
- Process IRA contributions, distributions, and account maintenance transactions.
- Analyze credit reports and assist members with loan applications and financial solutions.
- Investigate and resolve fraudulent transactions, protecting member assets and maintaining trust.
- Consistently ran as a top producer in regions sales, exceeding cross sell and service goals.
- Provide personalized financial guidance to help members achieve short and long term financial goals.
- Handle daily cash transactions, check processing and balancing with high accuracy.
- Manage safe deposit box access and sensitive financial documentation.
- Educated clients on credit union products and services, enhancing member engagement and satisfaction.
Area Supervisor
Kohls Department Store
Shreveport, LA
01.2023 - 03.2024
- Supervised and led a team of 30+ associates in a high volume retail environment.
- Trained and mentored employees to improve performance, sales and customer service.
- Delegated tasks and managed workflow during peak hours to maintain operational efficiency.
- Resolved customer issues and escalations, improving overall customer satisfaction.
- Managed cash office operations, deposits and store security procedures.
Life Insurance Agent
Kemper Life
Shreveport, LA
03.2022 - 01.2023
- Analyzed client financial situations to recommend customized insurance solutions.
- Generated new business through cold calling, referrals, and relationship building.
- Educated clients on financial planning and long term coverage strategies.
- Maintained strong client relationships to drive retention and repeat business.
Planning Coordinator
MassMutual
Shreveport, LA
04.2021 - 03.2022
- Assisted clients with financial planning strategies, including retirement and wealth building solutions.
- Opened and managed investment and retirement accounts, including IRAs.
- Supported mortgage, auto loan, and student loan (PSLF) processes.
- Prepared financial reports and maintained accurate client records.
- Collaborated with advisors to develop customized financial plans.
Education
High School Diploma -
Bossier Parish Community College
Bossier City, LA04-2019
Skills
- Financial Services & Account Management
- Sales & Cross Selling Strategies
- Credit Analysis & Loan Processing
- Customer Relationship Management
- Cash Handling & Reconciliation
- Team Leadership & Employee Development
- Conflict Resolution & Problem Solving
- Operations & Workflow Efficiency
Timeline
Financial Services Representative 2
Barksdale Federal Credit Union
03.2024 - Current
Area Supervisor
Kohls Department Store
01.2023 - 03.2024
Life Insurance Agent
Kemper Life
03.2022 - 01.2023
Planning Coordinator
MassMutual
04.2021 - 03.2022
High School Diploma -
Bossier Parish Community College