Jennifer B.

Assistant Program Manager - CUSO Financial Services, L.p. At Capital Credit Union at Capital Credit Union

Jennifer B. has a diverse work experience in the finance industry. Jennifer currently holds the position of Investments and Insurance Assistant Program Manager at Capital Credit Union, a role they began in December 2022. Prior to this, Jennifer worked at Community First Credit Union as a Community First Financial Advisor from August 2014 to December 2022.

Jennifer's earlier positions include their role as an Investment Center Sales and Service Coordinator at FirstMerit Bank from May 2007 to August 2014. Before that, they worked as a Personal Banker at Chase from May 2006 to February 2007 and at Associated Bank from January 2004 to May 2006.

Jennifer B. completed an Associate of Science (AS) degree in Business Administration and Management, General at Fox Valley Technical College. Jennifer also attended Harvard Extension School in 2017 to study Business Administration and Management, General, but did not obtain a degree. In addition to their formal education, Jennifer obtained various certifications, including Certified Wisconsin Credit Union Leader from The Wisconsin Credit Union League in July 2022, Lean Six Sigma White Belt Certification from the Management & Strategy Institute in 2016, and Series 6/7/63/65 from Finra in 2006. Jennifer also has Wisconsin Insurance Licensing in Variable Life, Life, Accident and Health, Disability, and Credit Life from the State of Wisconsin in 2005.

Location

Appleton, United States

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Capital Credit Union

Federally insured by NCUA. Equal housing opportunity lender. Capital Credit Union is a not-for-profit financial institution in Northeastern Wisconsin, which focuses on the needs of over 120,000 members and growing. With over two billion dollars in assets, we are an organization that grows by our philosophy of "Doing the Right Thing"​ through our business practices and community involvement. Our work environment is one which values teamwork and is built on strong integrity and respect within the community. We value and encourage a corporate culture of friendly, diverse employees, professional training, growth opportunities, competitive compensation and benefits. We are continually seeking highly motivated professionals who share our philosophy of greater service and stronger relationships. If you enjoy serving others and are looking for an exciting career with a strong organization, apply today! To find employment opportunities, please check on our website for updates.


Employees

201-500

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