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Skills

  • Automated processing
  • Consumer banking specialist
  • 16 WPM typing speed
  • Analytical thinking
  • Process improvement
  • Bulk filing
  • Customer service excellence
  • Interpersonal skills
  • Goal-oriented
  • Deal mechanics

Work Experiences

  • Made a proposal
  • Collaborated with potential investors to help IPOs succeed.
  • Gave informational sales presentations to potential investors to build symbiotic client relationships.
  • Was in charge of preparing daily branch category invoices.
  • Was in charge of a large number of charge-off credit card accounts.
  • Conducted research and made recommendations to senior management on profitable investment opportunities.
  • Was given a regional branch recognition award for increasing sales by 10%.
  • Ensured
  • Planned staffing for a number of branch locations.
  • 18% increase in quarterly sales.

Summaries

  • Flexible
  • Energetic
  • Banking Assistant is a multi-talented Banking Assistant who is consistently rewarded for planning and operational improvements.
  • Aggressive investment banker with a track record of closing deals and bringing in new clients.
  • Motivated
  • Hardworking and dedicated, with a ruthless competitive spirit.
  • In process improvement and workflow optimization, provides a professional attitude and skills.
  • Banking Assistant with 5 years of cash handling and customer service experience is organized and detail-oriented.
  • Compliance and legal concerns are well-understood.
  • Banking Assistant was responsible for ensuring that the company's objectives were met on a consistent basis in order to maintain client satisfaction and loyalty.

Accomplishments

  • Achieved successful IPO for Vantage.
  • Identified strategies to better support customers unfamiliar with online banking tools, increasing online banking adoption by 30% in 2015.
  • Increased assets and net cash flow by 2% while minimizing outflow of assets.
  • Implemented a queuing system during high-traffic hours, reducing customer waiting time by 20%.
  • Assisted in the reorganization of branch operations to enhance daily functionality, boosting transaction processing speed by 71%.
  • Successfully trained 11 new tellers over a 14 month time period.
  • Recognized for identifying and preventing potential fraud cases, averting losses of up to $13 in 2015.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led an initiative to introduce self-service options for customers, which reduced teller dependency by 59%, improving workflow productivity.
  • Formally honored by the Investment Banking Institute for professional acumen.

Affiliations

  • International Association of Administrative Professionals
  • Loan Underwriting Professionals Association (LUPA)
  • Financial Planning Association (FPA)
  • Society of Human Resource Management
  • Certified Document Preparation Specialist (CDPS)
  • Retail Banking Leadership Council
  • Freemason
  • Institute of Certified Bankers (ICB)
  • Community Bankers Association
  • Compliance and Risk Professional Certification

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • SHRM Certified Professional (SHRM-CP)
  • CompTIA Security+
  • Association for Project Management (APM)
  • Moody’s Certificate in Credit Skills Assessment
  • Certified Corporate Financial Planning & Analysis Professional (FP&A) – Lakeside Partners
  • Certified Business Analysis Professional (CBAP)
  • Certified Public Accountant
  • Certified Risk Professional (CRP) – Risk Management Association (RMA)

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