Josh Varghese
Sr.MEMBER SPECIALIST @ Great Lakes Credit Union
About
The Great Lakes Credit Union team and I, as a Sr. Member Specialist, harness our collective attention to detail and interpersonal communication skills to elevate client relations. With a Bachelor's degree in Commerce, I apply academic insights to practical scenarios, ensuring our members receive top-tier service. Transitioning from PNC as a Bank Teller to Great Lakes Credit Union was a meaningful progression in serving our community with integrity and dedication. We prioritize creating a positive financial experience for every member, reflecting our core values of trust and client satisfaction.
United States
Greater Chicago Area
Banking
Portfolio Construction & Diversification, Due Diligence and Fund Structures, ESG and Impact Considerations, Hedge Funds, Private Equity, Real Assets, Mergers & Acquisitions (M&A), Critical Thinking, Due Diligence, Investments, Creative Problem Solving, Corporate Finance, Financial Accounting, Business Management, Financial Modeling, Valuation, Loans, Banking, Client Relations, Interpersonal Communication
Experience
Education

Commerce
A Bachelor of Commerce degree is an undergraduate degree that usually has a 3-year duration. Essentially a business qualification, a BCom is designed to give students a range of different managerial and all-round business skills like financial management, project management, human resources, accounting and economics
Josh Varghese's Contact Information
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