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Skills

  • Branch-wide initiative leadership
  • Customer Communication Strategies
  • Cross-functional team leadership
  • Problem resolution
  • Mortgage revenue growth
  • Investment advising and risk mitigation
  • Regulatory compliance
  • Process equipment
  • Customer satisfaction improvement
  • Cross-sale revenue growth

Work Experiences

  • Collaborated with external stakeholders to improve branch efficiency and reduced operational costs by $11.
  • Achieved zero regulatory penalties for 2015.
  • Collaborated with cross-departmental teams.
  • Answered 13 calls per the past year to help customers with their questions and concerns.
  • Collaborated with the legal department.
  • Assisted in multi-million-dollar investment decisions.
  • Achieved a default rate of 3% for 2024.
  • Oversaw the delivery of system project by program team, which resulted in initiative.
  • Achieved a 18% reduction in time spent on reconciliations.
  • Collaborated with cross-departmental teams to improve client onboarding services, reducing process time by 17 days.

Summaries

  • Aided in the strategic development of banking products.
  • Achieved 49% client retention increase.
  • Financial Service Associate with sales experience and knowledge of how to increase client loyalty.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Professional with Asana and Workday skills who is detail-oriented and tech-savvy.
  • Accomplished this within 18 months.
  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Achieved growth within two years.
  • Collaborated with the legal team to ensure regulatory compliance, maintaining a flawless record with zero compliance issues year-over-year.
  • Achieved results in the past year.

Accomplishments

  • Resolved product issue through consumer testing.
  • Led a branch-wide initiative to improve service response times, resulting in a 36% improvement in customer resolution speed within the past year.
  • Played a central role in the branch achieving 24% growth in business accounts by building relationships with local enterprises.
  • Collaborated with legal teams to ensure compliance with evolving banking regulations, maintaining a 4% compliance record and minimizing audit issues.
  • Coached and mentored a team of 16 junior officers, resulting in improved performance and a 71% increase in team productivity.
  • Collaborated with team of 12 in the development of category.
  • Partnered with small business clients to provide tailored financial solutions, leading to an 67% increase in commercial account openings.
  • Designed and implemented a client feedback loop, leading to meaningful improvements in customer service and boosting NPS by 30%.
  • Implemented automated tracking systems for customer inquiries, reducing response delays and driving up customer satisfaction scores by 25%.
  • Championed the transition to a new CRM system, reducing client follow-up time by 25% and improving data accuracy.

Affiliations

  • Bank Marketing Association
  • Institute for Portfolio Alternatives (IPA)
  • Institute of Certified Bankers (ICB)
  • Financial Planning Association (FPA)
  • Lions Club
  • Freemason
  • Independent Community Bankers of America (ICBA)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Regional Chamber of Commerce of Columbus
  • Society of Financial Services Professionals (FSP)

Certifications

  • Certified Financial Marketing Professional (CFMP)
  • Certified Banking and Credit Analyst (CBCA)
  • Strategic Banking and Relationship Management Certification
  • Microsoft Certified Systems Engineer (MCSE)
  • CompTIA A+ Technician
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Certified Risk and Compliance Management Professional (CRCMP)
  • Apple Certified Associate (ACA)
  • Certified Commercial Investment Member (CCIM)
  • Financial Modeling and Valuation Analyst (FMVA)

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