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Skills

  • Interpersonal and written communication
  • Dinner service planning
  • Operational improvement
  • Public speaking
  • Market trend analysis
  • Budgets
  • Client relationship management
  • Project management
  • Product testing
  • Process improvement

Work Experiences

  • Entered data into the ServiceNow system, including payments, account information, and call logs.
  • Examined departmental documents to determine how they should be distributed and filed.
  • Achieved a 29% higher response rate for follow-up consultations.
  • Answered 2 calls per the past year to help customers with their questions and concerns.
  • Assisted in managing a portfolio of over $13.
  • Had an excellent attendance record and was always on time for work.
  • Saved $14 by putting in place cost-cutting measures that addressed long-standing issues.
  • Double-checked the data's accuracy and integrity.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Assisted in managing a portfolio of over $15 for high-value clients, achieving a client satisfaction score of 26%.

Summaries

  • Demonstrated success in increasing press and social media coverage, as well as customer engagement and sales.
  • Within Banking and Financial Services, senior Assistant Relationship Manager and outstanding performer in vendor management and team leadership.
  • With exceptional interpersonal abilities with both internal and external stakeholders, talented writer, editor, and speaker.
  • Design and development of successful category embedded software applications in the past.
  • Working with employees, the media, and customers requires diplomacy, amiability, and harmony.
  • Achieved 56% growth.
  • Achieved a 51% issue resolution success rate.
  • Accomplished Assistant Relationship Manager.
  • Achieved 12 successful product enhancements.
  • Achieved a 49% client satisfaction rate.

Accomplishments

  • Resolved
  • Recommended
  • Established effective partnerships with internal teams, aiding in successful cross-sell campaigns that generated $5 in revenue growth.
  • Assessed clients’ financial needs to recommend tailored products, realizing an increase of $6 in net new assets over 2024.
  • Administered regulatory compliance checks across all client portfolios, minimizing non-compliance risk and passing all external audits with Six Sigma.
  • Ensured
  • Developed tailored investment plans for clients, helping them meet or exceed personal financial goals by an average of $12 annually.
  • Prepared
  • Researched
  • Demonstrated strong understanding of financial products to cross-sell and up-sell, achieving a 29% increase in product penetration.

Affiliations

  • National Association of Insurance and Financial Advisors (NAIFA)
  • Society of Banking and Financial Services Professionals
  • Financial Industry Regulatory Authority (FINRA)
  • Association for Financial Professionals (AFP)
  • Jaycees
  • American Medical Informatics Association
  • Freemason
  • Chartered Financial Analyst (CFA) Institute
  • Investment Management Consultants Association (IMCA)
  • Association for Talent Development Columbus

Certifications

  • Chartered Wealth Manager (CWM)
  • Accredited Investment Fiduciary (AIF)
  • Google Certified Professional Cloud Architect
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Six Sigma Green Belt Certification
  • Certificate in Commercial Credit (CICC) - Lakeside Partners
  • Certified Financial Planner (CFP)
  • Certified Corporate Trust Specialist (CCTS)
  • Certified Relationship Manager (CRM) - Raleigh
  • CompTIA Network+

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