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Jimia Jones

Jimia Jones

Financial Literacy Coordinator/Member Service Rep/Teller

Followers of Jimia Jones290 followers
location of Jimia JonesChesterfield, Virginia, United States

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  • Timeline

  • About me

    Financial Educator, Counselor & Author

  • Education

    • Regent University

      2009 - 2011
      Bachelor of Arts (B.A.) Communication, General

      Activities and Societies: Lambda Pi Eta, Communication Honor Society GPA: 3.66

    • Cornell University

      -
      Certificate Women's Entrepreneurship

    • J Sargeant Reynolds Community College

      2005 - 2008
      Career Studies Certificate American Sign Language (ASL)

  • Experience

    • Fort Lee Federal Credit Union

      Sept 2013 - May 2017
      Financial Literacy Coordinator/Member Service Rep/Teller

      • Scheduled, developed and executed personal finance lessons for audiences from pre-K to adult• Developed community partnerships with schools, churches, businesses and organizations• Attended community events to promote financial literacy, credit union products and services• Processed incoming and outgoing member transactions while cross-selling products and services• Coordinated staffing for financial literacy presentations and community events• Maintained reports to track financial literacy efforts• Opened and maintained new and existing member accounts; added products and services to member profiles • Assisted other departments as needed: Solutions Center (call center), Operations (fraud and digital projects) and Retail front end (front desk greeter)• Contributed to and sat on boards and committees to champion financial literacy efforts in the local region and state Show less

    • Inverness Technologies

      May 2017 - Feb 2020
      Financial Counselor

      • Instructs the Financial Planning Workshops for transitioning service members, dependents and retirees• Reviews Post Service Budgets (a Career Readiness Standard (CRS) for transitioning service members)• Provides individual financial counseling for transitioning service members, dependents and retirees• Tracks CRS completion and completes database documentation• Completes monthly reporting• Travels to instruct Financial Planning Workshops at other locations, as needed• Maintains center event database• Functions as the Contractor Installation Manager (CIM) when the CIM is absent Show less

    • Provision

      Oct 2017 - now
      Owner

      I provide financial education and counseling to individuals and groups of all ages. From counting pennies with toddlers to planning for retirement, my reach is broad as a financial educator and Accredited Financial Counselor ®.

    • Employer

      Feb 2020 - now
      Personal Financial Readiness Specialist

  • Licenses & Certifications

    • Credit Union Financial Counselor

      Credit Union National Association
      Aug 2016

    • Accredited Financial Counselor (AFC)

      AFCPE® (Association for Financial Counseling and Planning Education®)
      Aug 2019

    • Military Cultural Competence Certificate

      Relias Learning
      Feb 2014

  • Honors & Awards

    • Awarded to Jimia Jones
      Desjardins Youth Financial Education Award Virginia Credit Union League Aug 2016 Second place
    • Awarded to Jimia Jones
      Outstanding Volunteer of the Year National Youth Involvement Board Jul 2016
    • Awarded to Jimia Jones
      Desjardins Youth Financial Education Award Virginia Credit Union League Sep 2015 Second place
    • Awarded to Jimia Jones
      Desjardins Youth Financial Education Award Virginia Credit Union League Aug 2014 Third place
    • Awarded to Jimia Jones
      Southern Regional Scholarship Recipient National Youth Involvement Board May 2014 The National Youth Involvement Board annually recognizes outstanding individuals and issues scholarships to its national conference. The awarded scholarships will be available for one Northern and one Southern region. The other scholarship will be for Serving the Under Served. Each scholarship will provide conference registration for each recipient.
    • Awarded to Jimia Jones
      Purple Advocate Award Purple Communications 2008 Employee of the Year
    • Awarded to Jimia Jones
      Employee of the Year Sign Language Associates 2007