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Skills

  • Savings accounts
  • Customer service
  • Team building
  • Education funds
  • Mutual funds
  • Cross-Selling and Up-Selling Financial Products
  • Team management
  • Financial planning
  • Advanced CRM software utilization
  • Corporate client relationship building

Work Experiences

  • Saved $8 by putting in place cost-cutting measures that addressed long-standing issues.
  • Addressed customer-related concerns smoothly.
  • Achieved this in 2022.
  • Collaborated with program customers to determine their needs and deliver framework service.
  • Conducted quarterly financial reviews.
  • Achieved a 84% success rate in approvals.
  • Assisted in achieving a 44% growth in small business accounts by promoting personalized financial strategies and explaining the benefits of cross-functional products such as loans and insurance.
  • Collaborated closely with internal loan officers to ensure timely processing of Asana loan applications, reducing processing times by 2 days.
  • Achieved results within 6 months.
  • Collaborated with cross-functional teams in Atlanta to enhance customer experience, improving the Net Promoter Score by 46% points in 2023.

Summaries

  • Achieved results in under 18 months.
  • Achieved growth over two years.
  • Adept at portfolio analysis and optimization.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Client-focused professional.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved revenue gains of $8 over several months.
  • Adept at facilitating seminars and webinars.
  • Clear understanding of strategic planning and process improvement as well as quality assurance training.

Accomplishments

  • Implemented a comprehensive account-opening process improvement program, reducing account setup time by 76%, leading to higher client satisfaction.
  • Assisted in creating financial models for value-driven investment strategies, which contributed to a $149,000 increase in profitability for high-net-worth accounts.
  • Constructed detailed loan comparison matrices to simplify decision-making for clients, reducing loan fall-off rates by 60%.
  • Created and delivered detailed financial planning reports that improved long-term investment decisions for 15 high-net-worth clients.
  • Secured 12 new business accounts through proactive outreach and personalized financial advisement, contributing to a $37,000 increase in total portfolio value.
  • Achieved 16% growth in assets under management by nurturing key client relationships and delivering tailored investment strategies.
  • Identified and capitalized on opportunities for alignment between client goals and available cross-sell product offerings, generating a 35% lift in ancillary product purchases.
  • Facilitated corporate account negotiations, securing additional business and growing portfolio revenues by 82% within one year.
  • Collaborated with team of 14 in the development of framework.
  • Assessed and analyzed the financial needs of businesses seeking growth, leading to the approval of 15 large-scale business loans.

Affiliations

  • Joined the Young Professionals in Banking Association for career development and networking in financial services.
  • Freemason
  • Certified by the Digital Banking Academy (DBA) for expertise in digital customer relationship management.
  • Association for Supply Chain Management (APICS)
  • American Medical Informatics Association
  • Affiliate with the International Association of Registered Financial Consultants (IARFC) focused on client confidentiality and compliance.
  • Participating in the Risk Management Association (RMA) to strengthen understanding in risk and credit strategies.
  • National Association of Social Workers
  • International Association of Administrative Professionals
  • Member of the Society for Human Resources Management (SHRM) to ensure consistency in HR-related financial operations.

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Banking & Credit Analyst (CBCA)
  • ServSafe
  • Certified Credit Union Relationship Officer (CCURO)
  • Business Analytics Certificate Program by program
  • CompTIA Security+
  • Investment Foundations Certificate by CFA Institute
  • Financial Industry Regulatory Authority (FINRA) Series 6 License
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Risk Management Certification (RMC) from Lakeside Partners

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