Marye Dalton

Marye Dalton

Banker

Followers of Marye Dalton480 followers
location of Marye DaltonBallwin, Missouri, Estados Unidos

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  • Timeline

  • About me

    Senior Team Manager at Schwab

  • Education

    • Webster University

      2014 - 2016
      Master of Business Administration (MBA) Purchasing, Procurement/Acquisitions and Contracts Management
    • Webster University

      2013 - 2014
      Bachelor of Arts (B.A.) Business Administration and Management, General
  • Experience

    • U.S. Bank

      Jan 2010 - Jan 2013
      Banker

      Maintained professionalism while managing both personal and business accounts• Provided friendly and personal customer service to all clients• Pursued more training to become management material and further my career• Assisted with product selection that met the business and personal needs• Achieved all my quarterly goals and incentive while being a banker• Prepared and executed loans• Mentored bankers and tellers in their personal goals Managed my own drawer• Provided friendly and personal customer service to all clients• Actively took on more responsibility to learn all aspects of the bank• Prepared to be a Banker with completing online training• Actively training with my manager• Met all my quarterly goals and made top ten teller list Show less

    • Regions Financial Corporation

      Jan 2013 - Jul 2014
      Financial Sales Specialist

      • Taking initiative to give customers their financial review• Meeting customer’s financial needs by assisting them with lending and accounts maintenance• Took required courses to better serve customers and my job• Maintaining a high Customer Service atmosphere• Licensed through Missouri in Life and Health

    • Scottrade

      Jul 2014 - Jan 2018
      • Bank Supervisor

        Aug 2016 - Jan 2018
      • Financial Service Rep Trainee

        Jul 2014 - Aug 2016
    • TD Ameritrade

      Jan 2018 - now
      • Senior Manager - Trading Solutions

        Apr 2022 - now
      • Trader Team Manager

        Jan 2018 - Apr 2022
    • Charles Schwab

      Jun 2023 - now
      Senior Manager - Trading Solutions
  • Licenses & Certifications

    • Series 10

      FINRA
      Oct 2022
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Jul 2017
    • Series 34

      FINRA
      Jul 2020
    • Series 9

      FINRA
      Oct 2021
    • Series 24

      FINRA (Financial Industry Regulatory Authority)
      Jan 2018
    • Series 4

      FINRA
      Jul 2021
    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Jan 2017
    • Series 3

      FINRA
      Jan 2019