courtney balza

courtney balza

financial representative

About

Customer Service professional with over two years’ investment brokerage experience. High-level communication and problem solving skills ensure that investors are able to manage their online investment accounts with confidence. A keen eye for detail keeps brokerage operations aligned with customer needs. Lifelong commitment to a career in financial services, a mentor for teammates and a dedication to customers and their financial goals.

Country

united states

City

seattle

Industry

financial services

Skill

customer service, teamwork, microsoft office, microsoft excel, leadership, microsoft word, employee relations, social media, powerpoint, financial services, retail, hiring, merchandising, social networking, management, public speaking, sales, social media marketing

Experience

town & country markets, inc.

bulk foods clerk

town & country markets, inc.

2009-9 - 2014-6 · 4 yrs 10 mos
capital one

customer service principal coordinator

capital one

2014-6 - 2016-10 · 2 yrs 5 mos

Sales & Service Floor Supervisor

country financial®

financial representative

country financial®

2016-12 - Present · 9 yrs 10 mos

COUNTRY Financial® serves about a million households and businesses throughout the United States. It offers a wide range of insurance and financial products and services including but not limited to auto, home, life, disability income, farm and long term care insurance and fixed annuities. To learn more, visit www.countryfinancial.com. Property / Casualty policies issued by COUNTRY Mutual Insurance Company®, COUNTRY Casualty Insurance Company® or COUNTRY Preferred Insurance Company®, Bloomington, IL. Life/Disability Income/Long Term Care policies issued by COUNTRY Life Insurance Company® or COUNTRY Investors Life Assurance Company®, Bloomington, IL. Annuities issued by COUNTRY Investors Life Assurance Company®, Bloomington, IL. Availability and amount of coverages and discounts vary by state. Information contained here is not a statement of coverage. For more information view our full terms and conditions: http://www.countryfinancial.com/SiteController?url=/staticNav/termsAndConditions

Education

university of washington

university of washington

sociology

2011-1 - 2013-1 · 2 yrs 1 mo

Activities and Societies: SARVA (Sexual Assault and Relationship Violence Activists) Pre-Law Society

courtney balza's Contact Information

Email

******@***.com

Phone

(**) *** ****

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