Janet Webb
Licensed Financial Specialist at Telhio Credit Union
Based in Columbus, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Columbus
Industry
Banking
Company size
224
Contact information
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j•••••••@telhio.org
Phone
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Background
About Janet Webb
Licensed Financial Specialist with several years financial, investment banking, brokerage, operations, and 3 years in a credit union environment. Well-rounded in finance with back / front office experience, a recognized strength in customer service, problem solving, investments, IRAs, Health Savings Accounts (HSA), Trust, deceased, Estate and Power of Attorney (POA) accounts. Have Life and Health Insurance, Series 7, 63 & 65 FINRA license and notary. Specialties: • Set-up Health Savings Account processing for credit union • Controlled, wrote procedures and trained credit union on IRA, Trust, HSA, Deceased & Estate Accounts • Created Limited Partnership procedures & handled processing for district area • Set-up and handled process to change restricted stock to common stock for district area • Developed customer service procedures to resolve complaints from going to the legal level
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