Lizbeth McCall

Experience

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  First National Bank

  Mar 2006 - May 2009

  Loan Assistant, Customer Service Representative

  Assisted EVP to increase customer awareness of banking products, assisted marketing, written correspondence, due diligence in loan underwriting for consumer, commercial and agriculture loans, tracking and processing insurance related documents, processing month end audit reconciliations, daily customer loan reports, prospected customers for any loan needs.

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  TD Ameritrade

  Nov 2009 - Jul 2012

  Financial Services Representative

  Series 7, Series 63 LicensesProvide client support by answering inbound phone calls regarding accounts, policies, services and available products. Engage clients in meaningful dialogue and identify unstated needs or financial goals that may be achieved by utilizing company services, products or tools. Provide quotes and discuss equity markets, fixed income markets, international markets and economic conditions. Duties included opening accounts, working with internal departments processing paperwork, processed transfers of funds and/or equities, account maintenance. Selected to participate in group which pioneered LEAN for entire Investor Services Division Show less

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  Voya Financial Advisors

  Oct 2012 - Feb 2014

  Resource Center Representative

  Answer inquiries, research, and resolve issues from field agents, administrative assistants, clients and vendors regarding all aspects of brokerage accounts, licensing, compliance, commissions, regulatory, and technical issues. Use several software systems and tools to promptly respond to inquiries received via inbound phone lines. Telephone and correspondence answered and documented efficiently.

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  Principal Financial Group

  Feb 2014 - now

  • Field Supervisor

    Jul 2022 - now

  • Field Supervisor

    Jul 2022 - now

  • Sr. Business Practices Coordinator

    Mar 2019 - now

  • Best Interest Coordinator

    Jun 2017 - now

  • Regulatory and Quality Analyst

    Feb 2016 - Jun 2017

  • Broker Dealer Counselor II

    Feb 2014 - Feb 2016