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Skills

  • Financial analysis
  • Strong interpersonal skills
  • Goal-oriented
  • Business operations
  • Stocks and bonds knowledge
  • Quickbooks
  • Operational improvement
  • Expertise in Excel
  • Venture capital specialist
  • Deal mechanics

Work Experiences

  • Achieved resolution within 9 hours on average.
  • Hired, trained, and mentored 13 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Submitted loan applications to the loan underwriter for review and approval.
  • Devised strategies for locating potential customers and generating sales opportunities for financial solutions and ideas.
  • Managed and evaluated operational processes and procedures in order to provide retail lending products and services.
  • Evaluated employee performance and devised strategies for improvement.
  • Shared, demonstrated, and guided clients through a variety of technological digital and online tools and resources in order to help them explore options for achieving their financial goals and improving their financial well-being.
  • Achieved a 71% accuracy rate.
  • Achieved a 22% improvement in team sales performance.
  • Achieved a 18% increase in account openings.

Summaries

  • Motivated banking professional with a strong commitment to providing excellent customer service and excellent communication skills.
  • Customer acquisition and relationship-building skills.
  • Branch Sales Service Representative with entry-level training in Banking and Financial Services and stakeholder engagement.
  • Branch Sales Service Representative who has managed multimillion-dollar business operations for 15 years.
  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.
  • Interpersonal skills are exceptional.
  • Outstanding sales, service, and administrative abilities, as well as a well-organized, diligent, and honest demeanor.
  • Customer-focused banking professional with a background in institutional business development and project management in the financial services industry.
  • Portfolio implementation and client services are specialties of this personable and ambitious Investment Banker.
  • Customer loyalty is increased by effectively resolving problems and processing transactions quickly.

Accomplishments

  • Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.
  • Completed procedure project, achieving metric.
  • Resolved product issue through consumer testing.
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • Documented
  • Ensured
  • Marketing: Implemented marketing strategies which resulted in metric growth of customer base.
  • Won
  • Prepared
  • Guided

Affiliations

  • Member, Women's Leadership Network in Banking
  • Retail Banking Academy
  • American Finance Association (AFA)
  • American Medical Informatics Association
  • Certified Financial Services Auditor (CFSA) 2015
  • Lions Club
  • Freemason
  • National Association of Social Workers
  • Customer Service Institute of America (CSIA)
  • Member, Financial Services Forum

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Protection Officer (CPO)
  • Personal Financial Management Certification Vantage
  • Microsoft Certified Systems Engineer (MCSE)
  • Apple Certified Associate (ACA)
  • Certificate in Loan Processing and Underwriting Summit Group
  • Certified Risk Compliance Management Professional (CRCMP)
  • Regulatory Compliance Certification Program Meridian
  • Certified Teller Specialist (CTS) Northwind
  • Salesforce Certified Administrator

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