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Skills

  • International and emerging market research
  • Stocks and bonds knowledge
  • Process improvement techniques
  • Process improvement
  • Extensive knowledge of SEC regulations
  • Meticulous attention to detail
  • High level of accuracy
  • Cross-functional team collaboration
  • Briefings
  • Accurate forecasting

Work Experiences

  • Assisted customers in navigating bank technology, such as kiosks and mobile access, in order to reduce common questions and inefficient interactions.
  • Organized financial analysis, market research, and due diligence filings materials for potential investors.
  • Oversaw a team of 2 analysts who worked in the system field.
  • Provided excellent service with remarkable efficiency by expertly overseeing daily branch operations.
  • Dealt with foreign currency and exchange.
  • Examined branch finances in order to make budgeting and cost allocation recommendations.
  • Maintained a friendly and professional demeanor when dealing with customers.
  • Created accounts with a 16 product cross-sell ratio.
  • Created branch-specific customer service guidelines and performance metrics.
  • Was in charge of preparing, sorting, and distributing metric reports to the appropriate branches.

Summaries

  • With over 15 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.
  • Administrator, leader, and project manager of the highest caliber.
  • Branch Service Leader with 8 years of successful client relations and workflow optimization experience.
  • Customer acquisition and relationship-building skills.
  • Problem solver and collaborator with zeal.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Objective Banking and Financial Services leader who has led financial systems and programs to success.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Strengths in risk assessment and data analysis backed up by Banking and Financial Services training.
  • Answers all questions and concerns in a way that ensures customer satisfaction.

Accomplishments

  • Utilized effective coaching techniques to enhance team member accountability, leading to improved staff competency ratings by 80%.
  • Coordinated with corporate to successfully integrate new financial regulations, resulting in a Innovation Award for compliance excellence.
  • Implemented daily, weekly, and monthly sales forecasting, resulting in more accurate branch performance metrics and achieving 72% of branch goals.
  • Increased sales 5% over two years.
  • Orchestrated the seamless implementation of framework system across the branch, enhancing transaction efficiency by 24% %.
  • Developed and implemented training programs aimed at enhancing team proficiency, leading to a 58% improvement in customer satisfaction scores.
  • Achieved framework certification, enhancing the branch's ability to serve niche customer markets.
  • Partnered with cross-functional teams to roll out framework, driving a 59% increase in sales within the first 6 months of launch.
  • Maintained a positive net cash flow Number for 8 months in a row.
  • Designed and monitored KPIs, which improved staff performance by 77% and reduced turnover rate.

Affiliations

  • National Association of Federal Credit Unions (NAFCU)
  • Association of Information Technology Professionals
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Phi Theta Kappa Honor Society
  • Credit Union National Association (CUNA)
  • Bilingual Branch Manager Coalition
  • International Association of Administrative Professionals
  • Women in Banking and Finance Association
  • Certified Financial Services Security Professional (CFSSP)
  • American Bankers Association (ABA)

Certifications

  • Certified Financial Services Associate (CFSA) – The Institute of Financial Operations
  • Microsoft Certified Systems Engineer (MCSE)
  • ServSafe
  • CompTIA Network+
  • American Bankers Association (ABA) Branch Manager Certificate
  • Certified Bank Branch Manager (CBBM) – Institute of Bankers
  • Certified Banking & Finance Professional (CBFP) - New York Institute of Finance
  • Certified Retail Banker (CRB) - program
  • Apple Certified Associate (ACA)
  • Certified Manager (CM) - Institute of Certified Professional Managers

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