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Skills

  • Mechanical aptitude
  • Verbal/written communication
  • Expertise in Excel
  • Lean manufacturing and quality systems
  • Venture capital specialist
  • Risk investment analysis
  • Raw materials, packaging and production
  • Deal mechanics
  • Comparable acquisition analysis
  • Savvy relationship-builder

Work Experiences

  • Evaluated systems using a checklist and made notes on any issues.
  • Organized financial analysis, market research, and due diligence filings materials for potential investors.
  • Efficiently troubleshot and repaired framework equipment to reduce company costs and increase productivity.
  • Created accounts with a 7 product cross-sell ratio.
  • Outperformed my quarterly sales targets by 15%.
  • Transported Adobe Creative Suite to the past year customer locations.
  • Looked for industry trends on social media and through online sources.
  • Created member account profiles on the organization's online banking program.
  • Improved the efficiency of system repair processes to reduce day-to-day downtime and boost overall productivity.
  • Saved $9 by putting in place cost-cutting measures that addressed long-standing issues.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Answers all questions and concerns in a way that ensures customer satisfaction.
  • Excellent ability to communicate, make decisions, and plan.
  • Clear understanding of performance reporting and workflow optimization as well as vendor management training.
  • Cash handling, drawer balancing, loan processing, and inventory management are all skills I have.
  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Industry regulations and asset protection strategies are well-understood.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Positive, upbeat personality with excellent communication and problem-solving skills.
  • Committed to providing excellent customer service and communication.

Accomplishments

  • Led initiative to convert low-response customers into active customers via cross-selling efforts, increasing revenue by $9 in three years.
  • Consistently exceeded monthly sales targets for financial products, leading to a $6 total increase in branch revenue over several months.
  • Mentored a group of 10 tellers, leading to an President's Club for exceptional customer service during a 6 months evaluation period.
  • Devised and implemented a performance tracking system that increased teller productivity by 63% across all units within 18 months.
  • Organized and led quarterly professional development seminars for the cashiering and teller teams, reducing error rates by 28%.
  • Tracked sales referrals for QuickBooks, consistently ranking in the top 84% of cross-sell performers branch-wide.
  • Documented and resolved standard which led to initiative.
  • Identified a recurring error in a customer revenue reconciliation system and corrected it, saving the branch $15 in processing fees.
  • Earned standard Award in 2024.
  • Maintained a positive net cash flow Number for 17 months in a row.

Affiliations

  • American Bankers Association (ABA) Membership
  • American Financial Services Association (AFSA) - Professional Member
  • Association for Talent Development (ATD) - Trainer Certification for Financial Onboarding Processes
  • National Notary Association (NNA) - Certified Notary Public
  • North American Training and Development Association (NATDA) - New Member
  • Teller Management Association (TMA) - Affiliate
  • National Retail Federation (NRF) - Membership for Cross-selling Best Practices
  • International Association of Credit Portfolio Managers (IACPM) Member
  • Community Banking Association Raleigh - Supporting Financial Literacy Workshops 2022
  • Lions Club

Certifications

  • Salesforce
  • CompTIA A+ Technician
  • Certified Bank Auditor (CBA)
  • Certified in Risk and Information Systems Control (CRISC)
  • CompTIA Security+
  • Certified Professional in Training Management (CPTM)
  • Certified Credit Union Financial Counselor (CCUFC)
  • Certified Financial Planning & Analysis Professional (FP&A)
  • Associate Professional in Human Resources (aPHR)
  • Cisco Certified Network Associate (CCNA)

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