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Financial Education Specialist Resume Example

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FINANCIAL EDUCATION SPECIALIST
Education
Bachelor of Science: Organizational Leadership 2013University of Central Oklahoma- Edmond, Oklahoma
  • Minor in Public Relations
Professional Summary
I have been in the financial world for over 9 years. I have held many positions that have made me the professional person I am today. As a financial education specialist, I'm highly effective at creating, building, and nurturing community/business relationships. Highly result-oriented and always meet my goals. Strengths include financial education, presenting, creating new presentations, project management, and time management. 
Skills

* Financial Education 

* Building Relationships in the community

* Critical and creative thinking

* Presenting to all ages

* Presenting & Coordinating Workshops 

* Recording & Reporting Numbers 

Work History
Financial Education Specialist 09/2014 to Current
WEOKIE Credit Union – 8100 W Reno, OKC, OK 73125

Externally: I travel to eight different counties and assist teachers in teaching personal finance. I present on all fourteen of the Oklahoma Financial Literacy standards and focus on students between K-12. I coordinate a student board known as CU@FFL. I coordinate Reality Fairs throughout the state. I conduct teacher workshops to help them with lessons, activities, and ideas in their classrooms. I serve on various boards that believe in financial education for all ages. I present at workshops and advertise with booths to promote FoolProof (WEOKIE's financial education program).

Internally: I conduct employee trainings over Sales/Services. WEOKIE Pro is an internal program that I help report, create, and present to all employees. I'm also the back up trainer for new teller and counselor hires. 





Relationship Banker III01/2013 to 09/2014
Bank of Oklahoma – 1400 S Santa Fe Ave, Edmond, OK
Worked to find clients needs while exceeding my sales goal every month. Named one of the Perfect Sales Bankers of 2013. Took and processed multiple types of loans. Opened new accounts while cross selling. Designated branch trainer for new employees and was accepted into the ABM program.

Indirect Lending Representative 07/2012 to 01/2013
Oklahoma Educators Credit Union – 6001 NW Expy, OKC, OK
Worked with dealerships and welcomed indirect members to the credit union. Processed indirect applications from start to finish. Opened accounts on occasion. Worked with the marketing team to revamp indirect lending.


Financial Services Representative05/2011 to 07/2012
Oklahoma Employees Credit Union – 2101 N Lincoln Blvd, Oklahoma City
Uncovered members needs by opening accounts, filling out loan applications/processing, and assisting with cash handling. Assisted in multiple internal operations such as an ATM and teller cash dispenser specialist.

Senior Teller 06/2009 to 05/2011
Citizens Bank of Edmond – 2200 W 15th St, Edmond, OK
Balanced the vault, conducted teller audits, and closing procedures. Received multiple recognitions for cross selling products. Oversaw tellers daily operations.

Accomplishments

Since starting at WEOKIE in Sept 2014. I have increased the number of students seen by an individual by 29,800. I have seen more students and done more presentations per semester than any other WEOKIE financial education specialist since the inception in 2006. 

Graduate of WEOKIE Pro1 & 2, Master Teacher for the Oklahoma Council of Economics and Education (OCEE), Serve as the Education Chair for the Oklahoma Jump$tart Coalition, Coordinator/Chair of the 2016 Financial Education Conference in Oklahoma (FEiO), Member of the John Marshall Academy Board, Serve as the South Central Regional Coordinator for the National Youth Involvement Board (NYIB), Recipient of the 2015-2016 Highest number of Students reached by individual from NYIB, Recipient of the 2015-2016 Highest number of Presentation reached by individual from NYIB, Recipient of the 2014-2015 Highest number of Students reached by individual from NYIB, 2013 Perfect Circle Banker for Bank of Oklahoma  


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Resume Overview

Companies Worked For:

  • WEOKIE Credit Union
  • Bank of Oklahoma
  • Oklahoma Educators Credit Union
  • Oklahoma Employees Credit Union
  • Citizens Bank of Edmond

School Attended

  • University of Central Oklahoma

Job Titles Held:

  • Financial Education Specialist
  • Relationship Banker III
  • Indirect Lending Representative
  • Financial Services Representative
  • Senior Teller

Degrees

  • Bachelor of Science : Organizational Leadership 2013

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