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Skills

  • Project management
  • Deal mechanics
  • Flexible
  • Qualified in commercial servicing
  • Friendly
  • Market trend analysis
  • Team building
  • Contract negotiation
  • Accounts payable/receivable
  • Collaboration with compliance departments

Work Experiences

  • Handled sales referrals and promoted bank services and products, increasing branch sales by 17%.
  • Collaborated with the legal department on subpoena requests and external investigations, ensuring timely and accurate delivery of AML documentation.
  • Achieved results for several months.
  • Assist with the formulation of marketing strategies by working with the account manager to brief media, creative, and research staff.
  • Built and maintained relationships with 6 local businesses, bringing 16 new accounts to the branch and increasing commercial deposits by $17.
  • Was responsible for opening and closing the store on my own when necessary, as well as preparing the nightly bank drop for the manager.
  • Liaise with and act as a link between the client and the advertising agency by keeping in touch with both on a regular basis and ensuring that communication flows smoothly.
  • Was in charge of a large number of charge-off credit card accounts.
  • Used positive motivational techniques to engage employees in business processes.
  • Branch named a top performer in the region for 2021.

Summaries

  • Maintain good financial housekeeping skills to keep accounts ready for internal and external audits.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Astute Banking and Financial Services Professional who is dedicated to providing excellent customer service and assistance.
  • With 11 years of experience in category operations, I am an accomplished management professional.
  • Adopted customer-centric strategies.
  • Creative and strategic thinker with strong leadership and client relations skills.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Account Assistant who is well-versed in Banking and Financial Services practices and clerical support requirements.
  • Customer loyalty is increased by effectively resolving problems and processing transactions quickly.
  • Forward-thinking and hardworking, with a diplomatic communication style aimed at increasing customer engagement and satisfaction.

Accomplishments

  • Enhanced staff training programs that directly contributed to a 82% increase in employee performance and sales metrics.
  • Consistently achieved a 17% teller balancing average.
  • Facilitated workforce optimization across 4 teams achieving staffing cost reductions of $13 in 6 months.
  • Achieved 10% cost reduction by eliminating redundant processes.
  • Recognized as Top Performer due to initiative.
  • Proposed
  • Championed cross-functional collaboration resulting in a 30% increase in loan origination for alternative credit products.
  • Balanced daily cash drawers and vaults totaling an average of $6.
  • Collaborated with corporate teams to redesign branch layouts, improving customer flow and decreasing waiting times by 83%.
  • Facilitated over 2 successful closings per month by ensuring all documentation was accurate, complete, and processed within deadlines.

Affiliations

  • Active Participant, National Association of Credit Management (NACM)
  • Certified Residential Mortgage Specialist (CRMS)
  • Institute of Public Accountants (IPA) - Completed courses in financial data analysis for refining loan structures
  • Credit Approval & Risk Management Week - Panelist for discussions on mitigating default rates in alternative credit portfolios
  • National Management Association (NMA)
  • Proposal Management Association of America (PMAA)
  • Association for Strategic Planning (ASP)
  • National Financial Education Council (NFEC) - Member, actively participating in community financial literacy events
  • Association of Corporate Counsel (ACC)
  • Banking Associate, Institute of International Bankers (IIB)

Certifications

  • Association of Certified Financial Crime Specialists (ACFCS) Certification
  • Advanced Financial Analytics Certificate standard
  • Certified Treasury Professional (CTP) - Association for Financial Professionals
  • Certified Compliance and Ethics Professional (CCEP)
  • Chartered Life Underwriter (CLU) Designation
  • AML Compliance Executive Certification by Cedar Works
  • Anti-Money Laundering (AML) Certification - initiative
  • Certified Financial Marketing Professional (CFMP)
  • Project Management Professional (PMP) - Project Management Institute
  • Chartered Financial Analyst (CFA) - Level 1 completed

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