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Skills

  • Asset allocation assessment
  • Problem resolution
  • Sales pipeline management
  • CRM system expertise
  • Junior banker mentorship
  • Investment presentations
  • Credit risk assessment
  • Personalized financial solutions
  • Training program development
  • Complex credit request review

Work Experiences

  • Collaborated with legal and compliance teams to ensure trouble-free transactions for clients, leading to full regulatory compliance in Atlanta.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Built rapport with high-value clients by understanding their short- and long-term goals, aligning all financial strategies to achieve category.
  • Achieved sustained portfolio growth for 11 consecutive years by providing tailored financial planning advice that generated better client performance outcomes.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Had an excellent attendance record and was always on time for work.
  • Administered over 11 client accounts, offering expert advisement that delivered personalized client-centric solutions, recognized by Innovation Award in 2016.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Looked for industry trends on social media and through online sources.
  • Achieved Top Performer for outstanding customer satisfaction.

Summaries

  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Achieved a 49% increase in positive client reviews.
  • Ambitious Private Client Banker with a deep knowledge of tax strategies, asset allocation, and risk mitigation techniques. Consistently exceeded sales goals by 38% and honored with Top Performer for customer satisfaction in 2015.
  • Achieved significant portfolio growth.
  • Achieved growth over 2 consecutive quarters.
  • Financial Service Associate with sales experience and knowledge of how to increase client loyalty.
  • Adept at delivering tailored financial solutions.
  • Achieved a 30% increase in portfolio performance over the past year.
  • Boosted new revenue streams by 35% in the first two years.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.

Accomplishments

  • Built strong relationships with 4 high-value clients by regularly reviewing financial goals and developing customized wealth solutions, leading to 81% growth in overall portfolio value.
  • Documented and resolved program which led to system.
  • Collaborated with cross-functional teams to introduce innovative banking services, resulting in a 22% increase in client satisfaction for 2017.
  • Mentored 10 junior bankers to exceed performance quota, resulting in a 58% rise in total client assets under management.
  • Improved client experience by integrating Asana for real-time financial tracking, resulting in a 17% decrease in client churn.
  • Reengineered the advisory process for affluent clients, reducing advisory time by 8 and improving client satisfaction by 84%.
  • Leveraged in-depth financial tools to accurately forecast market fluctuations and optimize risk mitigation strategies, mitigating potential losses by 65% during volatile periods.
  • Actively engaged in networking and client prospecting events, securing 12 new high-net-worth client relationships, which increased deposit growth by 7.
  • Devised and implemented customized investment strategies, resulting in increased client portfolio performance by 37% and improved client retention by 11 annually.
  • Exhibited strong financial acumen by optimizing metric investment portfolios, improving annual returns by 71% through diverse asset allocation.

Affiliations

  • Freemason
  • Society of Financial Service Professionals (SFSP)
  • American Bankers Association (ABA)
  • Corporate Finance Institute (CFI) – Advanced Excel Course
  • Great Lakes Financial Management Association 2019
  • National Association of Securities Dealers (NASD)
  • American Marketing Association
  • Toastmasters
  • Institute of Financial Services (IFS) 2016
  • National Association of Personal Financial Advisors (NAPFA)

Certifications

  • Financial Modeling & Valuation Analyst (FMVA) - category
  • CompTIA Security+
  • Accredited Financial Counselor (AFC)
  • Digital Banker Accreditation - metric
  • Certified Public Accountant (CPA)
  • Cisco Certified Network Associate (CCNA)
  • Financial Risk Manager (FRM) - process
  • Apple Certified Associate (ACA)
  • Certified Business Analysis Professional (CBAP)
  • Chartered Life Underwriter (CLU)

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