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Skills

  • Verbal/written communication
  • Quickbooks
  • Accurate forecasting
  • Interpersonal skills
  • Employee relations
  • Ledger and balance sheet competency
  • Risk investment analysis
  • Category equipment
  • International and emerging market research
  • Stocks and bonds

Work Experiences

  • Adjusted product offerings accordingly.
  • Achieved a 41% reduction in potential loss incidents.
  • Hired, trained, and mentored 2 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Administered lender training sessions focusing on the latest Scrum Master, increasing loan officer productivity by 37% in 2018.
  • Used effective networking to identify and capitalize on community business opportunities.
  • Achieved conversions.
  • Submitted loan applications to the loan underwriter for review and approval.
  • Assisted in the successful implementation of bank-wide SAP programs, resulting in a 55% increase in branch revenue in 2024.
  • Compared standard applications to outline specifications in order to approve, reject, or suggest changes to files.
  • Increased new bank relationships within the local community by 7% through the implementation of quarterly promotions.

Summaries

  • Versatile Assistant Banking Center Manager with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within Banking and Financial Services where talents in strategic planning and client relations will be valuable.
  • Cross-selling bank products and services is a strength of this versatile banking professional.
  • Within Banking and Financial Services, senior Assistant Banking Center Manager and outstanding performer in performance reporting and risk assessment.
  • Portfolio implementation and client services are specialties of this personable and ambitious Investment Banker.
  • Technologically savvy and quick to pick up new programs.
  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.
  • Knowledgeable Assistant Banking Center Manager with experience in childcare and development.
  • Motivated banking professional with a strong commitment to providing excellent customer service and excellent communication skills.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.

Accomplishments

  • Proposed
  • Resolved
  • Managed
  • Exceeded sales objectives in 2020.
  • Brought about system through method.
  • Ranked among the top 5 advisors worldwide in new business development.
  • Increased
  • Documented
  • Consistently achieved a 6% teller balancing average.
  • Reduced

Affiliations

  • Project Management Institute
  • Association for Supply Chain Management (APICS)
  • American Finance Association (AFA)
  • Lions Club
  • Loan Officers Institute
  • Financial Executives International (FEI)
  • International Association of Privacy Professionals (IAPP)
  • Credit Risk Management Advisory Council
  • Institute of Certified Bankers (ICB)
  • Small Business Financial Exchange (SBFE)

Certifications

  • Apple Certified Associate (ACA)
  • Professional Certificate in Banking Risk Management Ironclad Systems
  • Certified Branch Manager (CBM)
  • Risk Management Association (RMA) Certified Credit Risk Professional
  • Certified Banking & Credit Analyst (CBCA)
  • Certified Business Analysis Professional (CBAP)
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)
  • First Aid/CPR Certified
  • Financial Services Audit Certification initiative

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