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Skills

  • Decision-making ability
  • MS Office proficient
  • Annual budget management
  • Financial modeling
  • Internal auditing
  • Bilingual in Portuguese
  • Multi-Task Management
  • International funds transfer process expertise
  • Persuasive negotiator
  • Advanced accounting background

Work Experiences

  • Planned staffing for a number of branch locations.
  • Did a thorough analysis of each mutual fund, including a complete audit.
  • Met or exceeded monthly sales goals by up to 5% as team leader.
  • Was in charge of cash withdrawals.
  • Compared method applications to outline specifications in order to approve, reject, or suggest changes to files.
  • Make sure the facility has enough supplies.
  • Was in charge of a large number of charge-off credit card accounts.
  • Entered transaction information for members into the online banking software.
  • Raised funds by forming partnerships with investors and maintaining positive relationships with stockholders.
  • Honed my product knowledge to the point where I was the go-to person for major sales and vendor negotiations.

Summaries

  • Assistant Branch Manager with a strong track record of building high-net-worth client relationships and referral networks.
  • Dedicated to improving modeling and statistical analysis on a continuous basis.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Proven track record of developing long-term relationships with happy customers.
  • Meet bank and customer service standards on a regular basis.
  • Well-rounded leader with Assistant Branch Manager experience looking for a new challenge with Cedar Works.
  • To foster a client-focused establishment, she is meticulous and driven.
  • Over 9 years of financial industry experience, commended for going above and beyond to exceed corporate goals.
  • As a management leader and a meticulous number cruncher focused on overall operational performance, she is equally skilled.
  • Over 12 years of experience in management roles, meticulous Assistant Branch Manager skilled in building strong customer rapport has demonstrated.

Accomplishments

  • Collaborated with team of 5 in the development of standard.
  • Increased customer onboarding efficiency by 69% through the integration of Tableau, ensuring faster account setup and follow-ups.
  • Reduced employee turnover by 25% through enhanced onboarding programs and continuous professional development.
  • Managed a team of 10 employees, resulting in 81% improvement in overall team productivity and morale.
  • Formally honored by the Investment Banking Institute for professional acumen.
  • Facilitated the successful transition of clients to digital channels, increasing remote interactions by 60%.
  • Achieved 60% upsell on premium banking services through one-on-one consultations with clients.
  • Achieved successful IPO for Lakeside Partners.
  • Successfully trained 2 new tellers over a 5 month time period.
  • Developed and deployed customer retention strategies, boosting client satisfaction scores by 34% with a focus on personalized service.

Affiliations

  • Business Networking International (BNI) Member
  • Bank Administration Institute (BAI)
  • American Medical Informatics Association
  • Young Banker’s Division – North Carolina Bankers Association
  • National Notary Association (NNA)
  • Institute of Certified Bankers (ICB) Member
  • Project Management Institute (PMI) - Member since 2024
  • Certified Branch Manager (CBM) credential
  • National Association of Social Workers
  • Society for Human Resource Management (SHRM)

Certifications

  • Certified Business Analysis Professional (CBAP)
  • Certified Retail Operations Specialist (CROS) - Meridian
  • Cisco Certified Internetwork Expert (CCIE)
  • Google Certified Professional Cloud Architect
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Financial Analysis and Reporting Certification – SAP
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Financial Services Manager (CFSM) – Cedar Works
  • Time Management and Productivity Certification - Cedar Works
  • Certified Public Accountant (CPA)

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