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Skills

  • Deal mechanics
  • System equipment
  • Employee relations and conflict resolution
  • Accurate forecasting
  • Automated processing
  • Process improvement
  • Interpersonal skills
  • PeopleSoft expert
  • SLA fulfillment
  • Ledger and balance sheet competency

Work Experiences

  • Developed customer rapport, which resulted in procedure through quality assurance and data analysis.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Communicated critical operational improvements to improve performance using financial data from reports.
  • Handled data, client communications, and filling procedures with the new and improved method system.
  • Bills, contracts, policies, invoices, and checks were all completed and mailed by me.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Achieved a 67% increase in loans approved.
  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every 6 months.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.

Summaries

  • Administrator, leader, and project manager of the highest caliber.
  • Bank Clerk with entry-level training in Banking and Financial Services and quality assurance.
  • Motivated banking professional with a strong commitment to providing excellent customer service and excellent communication skills.
  • Talented Bank Teller with a high level of accuracy in processing customer transactions, counting money, and maintaining a balanced cash drawer.
  • Attempt to bring 14 years of experience to a new position with room for advancement.
  • Customer-focused banking professional with a background in institutional business development and project management in the financial services industry.
  • Bank Clerk is a deadline-driven Bank Clerk who excels in fast-paced environments.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Bank Clerk is a capable Bank Clerk with a proven track record in customer service, sales, and banking.
  • Listener, speaker, and complex problem-solver with a lot of experience.

Accomplishments

  • Ensured
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Brought about system through method.
  • Represented
  • Exceeded sales objectives in 2020.
  • Researched
  • Developed
  • Consistently achieved a 7% teller balancing average.
  • Marketing: Implemented marketing strategies which resulted in initiative growth of customer base.
  • Awarded process for system.

Affiliations

  • Certified Anti-Money Laundering Specialist (CAMS) Certification Holder
  • Freemason
  • International Association of Administrative Professionals
  • Institute of Internal Auditors (IIA)
  • Association of Certified Treasury Professionals
  • Association for Computing Machinery
  • American Bankers Association
  • Accounting and Financial Women's Alliance (AFWA)
  • National Society of Compliance Professionals (NSCP)
  • Financial Industry Regulatory Authority (FINRA)

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Accredited Banking Professional (ABP) Certification
  • Cisco Certified Internetwork Expert (CCIE)
  • Project Management Professional (PMP)
  • Apple Certified Associate (ACA)
  • Chartered Financial Analyst (CFA) Level 1
  • Certified Bank Teller (CBT) - National Association of Federal Credit Unions (NAFCU)
  • Certified Banking & Credit Analyst (CBCA)
  • Customer Service Excellence Certification – 2018 – Harbor & Co.
  • CompTIA Security+

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