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
Workplace
Personal Financial Assistant II
Plano, TX
Industry
Banking, Banks, Financial Advisor, Insurance Companies
Colleagues
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
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
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
2000 — 2010
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
Education
2007 — 2010
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.