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Crystal McLean - AFC®️, CRPC ®️

Crystal McLean - AFC®️, CRPC ®️

Customer Service Representative

Followers of Crystal McLean - AFC®️, CRPC ®️1000 followers
location of Crystal McLean - AFC®️, CRPC ®️Fayetteville, North Carolina, United States

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  • Timeline

  • About me

    Founder & Board President of Money Box Academy Inc. Nonprofit | Founder & Chief Strategist of Crystal Clear Consulting Group

  • Education

    • Kaplan University

      2016 - 2016
      Series 6, Series 63 Licenses Banking, Corporate, Finance, and Securities Law

    • Fayetteville State University

      2012 - 2016
      Bachelor of Science (B.S.) Banking and Finance

      Activities and Societies: Institute for Community Leadership (ICL) Graduated on the Deans List for 2 years in a Row.

  • Experience

    • BB&T

      Jul 2010 - Dec 2012
      Customer Service Representative

    • Sykes Enterprises, Incorporated

      Sept 2013 - Feb 2014
      Customer Service Representative

    • PNC

      Feb 2014 - Sept 2014
      Bank Teller

    • First Citizens Bank

      Aug 2014 - Mar 2022
      Financial Services Representative/Licensed Platform Agent

      As a FSR, I support the branchs mission through effective sales and service, targeted business development efforts and community involvement. The Financial Services Representative is responsible for developing and managing retail banking relationships in accordance with FCBs core values and prescribed sales process. Primary focus is on loan and deposit production and fee income generation. Position operates mainly inside the branch but may also engage in some outside calling efforts. Position identifies all financial services needs and refers to business/commercial, wealth and other banking partners to meet client needs. Position may be designated as a Branch Mortgage Banker responsible for initiating mortgage loan applications and transitioning them to Telephone Mortgage Banking. Show less

    • Author Crystal McLean

      Jul 2020 - now
      Chief Executive Officer

      Author of 2 Best Selling Financial Literacy books. Speaker and Workshop Curator for schools, organizations, and the community at large.

    • NC CEED | Center for Economic Empowerment & Development

      Mar 2022 - Sept 2023
      Director Of Lending | CDFI Program Manager

    • Thread Capital

      Sept 2023 - Apr 2024
      Loan Officer

    • Crystal Clear Consulting Group LLC

      Jan 2024 - now
      Chief Executive Officer

    • Money Box Academy Inc.

      Jul 2024 - now
      Founder & Board President

      Serving as the Founder and Board President, brings her passion, financial acumen, curriculum building knowledge, and leadership capabilities to ensure that the organization is sustainable and successful.

  • Licenses & Certifications

    • Series 6 Investment Company and Variable Contracts Products Representative

      FINRA (Financial Industry Regulatory Authority)- Registered through First Citizens Investor Services

    • Series 63 Uniform Securities Agent State Law

      FINRA (Financial Industry Regulatory Authority) - Registered through First Citizens Investor Services

    • Accredited Financial Counselor (AFC)

      AFCPE® (Association for Financial Counseling and Planning Education®)
      Dec 2024

    • Chartered Retirement Planning Counselor

      College for Financial Planning
      Apr 2019

  • Volunteer Experience

    • Campaign Organizer

      Issued by United Way of Cumberland County on Oct 2015
      United Way of Cumberland CountyAssociated with Crystal McLean - AFC®️, CRPC ®️

    • Youth Leader

      Issued by Chosen Remnant Ministries on Jul 2008
      Chosen Remnant MinistriesAssociated with Crystal McLean - AFC®️, CRPC ®️

    • Class VIII

      Issued by INSTITUTE FOR COMMUNITY LEADERSHIP TRAINING AND ORGANIZING on Aug 2016
      INSTITUTE FOR COMMUNITY LEADERSHIP TRAINING AND ORGANIZINGAssociated with Crystal McLean - AFC®️, CRPC ®️

    • First Citizens Bank Campaign Manager

      Issued by United Way of Carlisle & Cumberland County on Sept 2017
      United Way of Carlisle & Cumberland CountyAssociated with Crystal McLean - AFC®️, CRPC ®️