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Skills

  • Flexible
  • Customer satisfaction
  • Merger and acquisition financing expert
  • Security awareness
  • Cash dispenser operation
  • Equipment calibration
  • Organized
  • MS Excel expert
  • Microsoft Office Suite proficiency
  • Team leadership and development

Work Experiences

  • Achieved a Innovation Award for exemplary leadership and branch performance during 2016.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Answered 6 calls per several months to help customers with their questions and concerns.
  • Achieved 28% market expansion.
  • Regularly conducted category, program, and procedure tests.
  • Reviewed more than 13 financial statements per 18 months.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Used effective networking to identify and capitalize on community business opportunities.
  • Handled specimens according to laboratory protocols to ensure that results were as accurate and precise as possible.
  • Achieved a President's Club.

Summaries

  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.
  • Branch Supervisor with 7 years of successful client relations and strategic planning experience.
  • Investment banker with a track record of delivering results in high-pressure situations by adapting and implementing novel strategies.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Excellent ability to communicate, make decisions, and plan.
  • Quality-focused team player with an efficient and accurate approach, with 6 years of industry experience.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • In high-volume process settings, I've cultivated strong teams, established policies, and adjusted workflow to meet changing needs.
  • Customer acquisition and relationship-building skills.

Accomplishments

  • Resolved product issue through consumer testing.
  • Achieved 4% of 2023 business development goal set at $4 in assets.
  • Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.
  • Increased annual revenue by 15% by creating effective strategies to expand existing customer services.
  • Achieved top 18 percentile in monthly sales in procedure.
  • Guided
  • Prepared
  • Ranked among the top 9 advisors worldwide in new business development.
  • Completed metric project, achieving procedure.
  • Identified

Affiliations

  • American Bankers Association (ABA)
  • Rotary International
  • Credit Union National Association (CUNA)
  • Project Management Institute (PMI) – Financial Services Focus
  • Institute of Management Accountants (IMA)
  • Global Retail Banking Innovation Network
  • Customer Experience Professionals Association (CXPA)
  • Marketing Association of Credit Unions (MACU)
  • American Society of Safety Professionals
  • American Marketing Association

Certifications

  • Credit Union Business Development Professional (CUBDP)
  • Certified Leadership Professional (CLP) - Beacon Labs
  • Certified Protection Officer (CPO)
  • Certified Lending Specialist (CLS) - Beacon Labs
  • Google Certified Professional Cloud Architect
  • Certified Financial Services Security Professional (CFSSP)
  • Sales Management Certificate Program – standard
  • Certificate in Bank Branch Management – initiative
  • Certified Commercial Loan Officer (CCLO)
  • Microsoft Certified Systems Engineer (MCSE)

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