Kelly Charles

Personal Financial Assistant II

We found the following information about Kelly Charles at Intouch Credit Union, where this person has worked as a Personal Financial Assistant II since 2010. Kelly's total work experience is over 46 years, during which time Kelly Charles had at least nine jobs at different places to develop skills. Kelly studied at the University of Texas at Dallas from 2007 to 2010. Currently, Kelly is located in Dallas, Texas. You can contact with Kelly by looking for phone or email address or get additional info by requesting access to the professional's further details from SoftwareOfficial.
Name variants:
Kelley Charles, Kellie Charles, Kelli Charles
Last updated May 30, 2024

Contact Information

Last Update
Feb 1, 2016
Location
Dallas, TX

Workplace

InTouch Credit Union
Personal Financial Assistant II

Plano, TX

Industry

Banking, Banks, Financial Advisor, Insurance Companies

Work History

Personal Financial Assistant II

Fulfill the duties and tasks of any frontline position at multiple branches and/or departments. • Answer questions about products and services and resolve issues that are within established ...
from Nov 2010

Personal Financial Assistant

2010 — 2012

Retail Operations Manager

As the Operation Supervisor, my primary responsibility was managing the retail side of the bank. I had to manage one part time teller and a full time teller, who was crossed-trained to do ne...
Jan 2007 — Aug 2009

Retail Supervisor

2007 — 2009

Operations Supervisor

Basic teller functions ATM, night drop, and vault custodian Order and process money for the vault Order supplies for branch Generate new business Open new accounts Cross sell bank products ...
Jan 2001 — Jan 2007

Retail Supervisor

2001 — 2007

Assistant Office Manager

Check cashing Print money orders and process Western Union transfers Open and close the business day for the store Balance the checkers and balance store sales
Jan 1998 — Jan 2007

Office Manager

1998 — 2007

Education

Occupations

Executive
Owner
Supervisor
Manager
Sales Specialist
Supplier
Security
Financial Broker
Teller
Retail Operations Manager
Chief Executive
Managers
Operations Manager
Services Professional
Sales Representative
Director of Operations

Skills

Banking
Loans
Accounts Payable
Training
Operations Management
Auditing
Management
Sales
Software Documentation
Credit
Financial Analysis
Credit Analysis
Mortgage Lending
Microsoft Excel
Access
Customer Service
Retail Banking
Risk Management
Cash Management
Microsoft Office
Quickbooks Pro

FAQs about Kelly Charles

What is the main profession of Kelly Charles?

Kelly Charles is a Personal Financial Assistant II.

What are the main profession of Kelly Charles?

These person's professions are Executive and Owner

Where does Kelly Charles currently live?

Dallas, Texas is the place where Kelly Charles currently lives

Where did Kelly Charles work?

This expert worked at Intouch Credit Union, Umbrella's Shaved Ice LLC.

Where has Kelly Charles studied?

Kelly studied at the University of Texas at Dallas from 2007 to 2010.

What is the industry that Kelly Charles is connected to?

Kelly works in Food & Beverages industry.

Are there any special skills Kelly Charles has?

This professional has skills in the following areas: Banking, Loans, Accounts Payable, Training, Operations Management, Auditing, Management, Sales, Software Documentation, Credit, and Financial Analysis.
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