Verified recordFinancial Services

Amanda McBeth

Financial Services Officer Ii at Navigator Credit Union

Based in Ocean Springs, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Ocean Springs

Industry

Financial Services

Company size

90

Contact information

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Email

1 credit

a•••••••@navigatorcu.org

Phone

5 credits

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Background

About Amanda McBeth

As Branch Manager, I assumed all branch operational aspects including member service, administration identifying current and prospective sales opportunities. I help with managing budget and allocate funds appropriately for the branch. provide training, coaching, development and motivation for employees, Address member and employee satisfaction issues promptly, also, networked to improve the presence and reputation of the branch and company. As QSR II I ask questions to gain an understanding of the client’s current financial situation and short- and long-term financial goals Suggest checking and savings accounts, loans, certificates of deposit, credit cards and other products and services that fit clients’ needs Explain the features and benefits of recommended products Gather client information and completing paperwork to open new accounts Handle inquiries about account balances, payments due and other concerns Research errors and issues with accounts Perform account maintenance tasks such as adding names or closing accounts meeting goals for opening new accounts and loans

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