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Theresa Benson

Theresa Benson


Financial Service Representative

Professional Overview


Theresa Benson is a seasoned Financial Service Representative with extensive experience in the banking and financial services industry. She leverages her expertise in customer service, financial analysis, and account management to deliver exceptional support to clients at Legacy Health.

Experience Summary



Current Role


Theresa has served as a Financial Service Representative at Legacy Health since 2000. In this role, she is responsible for handling a diverse portfolio of client accounts, providing personalized financial guidance, and resolving complex inquiries. Theresa's strong problem-solving skills, attention to detail, and commitment to customer satisfaction have enabled her to consistently exceed client expectations and contribute to the organization's overall success.

Career Progression


Prior to her current position, Theresa gained valuable experience working as a Teller at First National Bank from 1995 to 2000. During her time there, she honed her customer service abilities and developed a deep understanding of the financial services industry. Theresa's consistent performance and demonstrated potential led to her promotion to the Financial Service Representative role at Legacy Health, where she has continued to excel and make significant contributions.

Academic Background


Theresa holds a Bachelor of Science degree in Business Administration from Portland State University, where she graduated with honors. Her specialized coursework in finance, accounting, and economics has provided her with a solid foundation to excel in her current role.

Areas of Expertise


  • Financial analysis and account management

  • Customer service and client relationship building

  • Problem-solving and decision-making

  • Attention to detail and data accuracy

  • Compliance and regulatory knowledge


Professional Impact


Throughout her tenure at Legacy Health, Theresa has played a crucial role in streamlining internal processes, improving client satisfaction, and contributing to the organization's overall financial performance. Her dedication and proactive approach have earned her the respect of her colleagues and the trust of her clients, making her a valuable asset to the team.

Conclusion


Theresa Benson's extensive experience, strong technical expertise, and unwavering commitment to customer service make her an invaluable member of the Legacy Health team. As she continues to excel in her current role, Theresa remains focused on providing exceptional financial guidance and support to her clients, while also exploring opportunities to further expand her professional horizons and make a lasting impact on the industry.