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Skills

  • Business operations
  • Reporting familiarity
  • Regulatory compliance
  • Branch sales performance enhancement
  • Credit solution customization
  • Customer service
  • Time management and prioritization
  • Customer service excellence
  • Relationship building and management
  • Compliance with banking regulations

Work Experiences

  • Used strategic risk management techniques to safeguard company assets.
  • Achieved Top Performer for exceeding quarterly sales targets by 28% through the effective promotion of banking products.
  • Analyzed clients’ financials.
  • Assessed and identified potential business banking leads, growing the commercial lending portfolio by 58% in Phoenix.
  • Achieved a 67% increase in new SME accounts.
  • Achieved President's Club for exceeding sales targets.
  • Compared method applications to outline specifications in order to approve, reject, or suggest changes to files.
  • Assessed risk controls.
  • Addressed cash-handling discrepancies.
  • Assessed high-risk clients.

Summaries

  • Excellent abilities in reporting, record-keeping, and relationship-building.
  • Well-organized, proactive, and able to adapt to changing circumstances.
  • Strengths in team leadership and vendor management backed up by Accounting and Finance training.
  • Costs were consistently reduced while profits were increased.
  • Clear understanding of process improvement and workflow optimization as well as client relations training.
  • Highly skilled at building and leading high-performance teams that focus on meeting and exceeding business goals.
  • Achieved Top Performer.
  • Achieved results in Boston.
  • Interpersonal skills are exceptional.
  • Objective Accounting and Finance leader who has led financial systems and programs to success.

Accomplishments

  • Developed and launched a savings product tailored for SMEs, leading to 52% growth in deposits within three years.
  • Negotiated collaborative partnerships with Cedar Works, leading to 30% growth in small business banking revenue.
  • Trained 14 junior associates on credit analysis techniques, improving overall department accuracy and performance evaluations.
  • Introduced a new forecasting model that optimized credit risk assessment, reducing bad debt levels by 18% within two years.
  • Led team research into SME market demands that grew the bank's SME loan portfolio by 30% year-over-year.
  • Achieved 60% above-set targets for sales of wealth management services by improving the cross-channel communications between teams.
  • Assessed and secured 13 profitable local business accounts, expanding the bank’s commercial portfolio by 55% in Seattle.
  • Instituted a refreshed rewards program that boosted client engagement by 81% and enhanced customer retention rates.
  • Orchestrated asset and liability management strategies that resulted in a 24% increase in liquidity ratios for 2018.
  • Restructured onboarding team workflows, achieving a 76% improvement in new customer satisfaction ratings across retail and business banking services.

Affiliations

  • Society of Human Resource Management
  • American Marketing Association
  • Project Management Institute
  • International Association of Administrative Professionals
  • Institute of Internal Auditors (IIA) - Financial Sector Member
  • Payments Association (PA) - Fintech & Banking Collaborator
  • Society of Women Engineers
  • Investment Management Consultants Association (IMCA) member
  • American Medical Informatics Association
  • Networking Affiliate - Retail Banking Innovation Conference

Certifications

  • Digital Transformation Certification for Financial Services
  • Salesforce
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • CompTIA Network+
  • Certified Financial Marketing Professional (CFMP)
  • Certified Digital Marketing Professional in Finance (CDMP)
  • ISO 31000 Certification for Risk Management
  • Certified Wealth Management Professional (CWMP)
  • Certified Bank Auditor (CBA)

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