Skills

Work Experiences

• Increased company revenue by [Number]% by selling various investment products over a [Number]-month period.
• Planned the main branch's staffing.
• Kept track of the loan's entire life cycle, from application to funding.
• Collaborated with the Loan Officer to create an application profile in the system and review key data at various stages throughout the process.
• Was given a regional branch recognition award for increasing sales by [Number]%.
• Spoke with customers on a daily basis to obtain information and complete paperwork.
• Reconciled debit reports, margin reports, and trade settlement reports to meet in-house goals and objectives.
• Dealt with foreign currency and exchange.
• Built, supervised, and mentored [Number] teams and leaders in receiving and inbound operations.
• Reorganized my online banking files and deleted any that were no longer in use.

Summaries

• Trustworthy Teller with experience working in a customer-oriented environment.
• [Job Title] is a multi-talented [Job Title] who is consistently rewarded for planning and operational improvements.
• In carrying out job functions, ensures adherence to company policies and regulations.
• Manage and direct assigned programs while conducting supervision and investigation processes.
• Professional investment banker with a specialization in [Area of expertise].
• Recognized on a regular basis for outstanding performance and contributions to the [Industry] industry's success.
• Technologically savvy and quick to pick up new programs.
• Customer-focused banking professional with a background in institutional business development and project management in the financial services industry.
• Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
• Customer acquisition and relationship-building skills.

Accomplishments

• Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
• Created
• Won more than $[Amount] in capital in [Year].
• Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.
• Awarded [Name] for [Reason].
• Developed
• Documented and resolved [Issue] which led to [Results].
• Researched
• Balanced daily cash drawers and vaults totaling an average of $[amount].
• Guided

Affiliations

• American Society of Safety Professionals
• Association for Computing Machinery
• Society of Women Engineers
• Freemason
• American Medical Informatics Association
• International Association of Administrative Professionals
• Society of Human Resource Management
• Jaycees
• International Council of Nurses
• Toastmasters

Certifications

• Cisco Certified Internetwork Expert (CCIE)
• Cisco Certified Network Associate (CCNA)
• Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
• Certified Business Analysis Professional (CBAP)
• CompTIA Network+
• SHRM Senior Certified Professional (SHRM-SCP)
• Association for Project Management (APM)
• Apple Certified Associate (ACA)
• Google Certified Professional Cloud Architect
• Certified Public Accountant (CPA)