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Skills

  • Raw materials, packaging and production
  • Detail-oriented
  • Budgets
  • Business operations
  • Math aptitude
  • Method operations oversight
  • Goal-oriented
  • Employee relations and conflict resolution
  • Stocks and bonds knowledge
  • Relationship development

Work Experiences

  • Chose investments based on a quantitative review of stock performance, financial ratios, and financial statements.
  • Improved the operational risk application to include regulatory findings from the SEC and the OCC.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Created accounts with a 6 product cross-sell ratio.
  • Kept a balancing record with a 7% accuracy rate.
  • Created member account profiles on the organization's online banking program.
  • Was in charge of a variety of accounting transactions.
  • Achieved operational efficiency.
  • Took phone calls about banking products such as checking, savings, loans, and lines of credit.
  • Conducted market research and compiled detailed analysis data.

Summaries

  • Investment banker with a track record of establishing strong client relationships and increasing revenue.
  • Customer loyalty is increased by effectively resolving problems and processing transactions quickly.
  • Team member who is dedicated and outgoing and is knowledgeable about cash handling procedures and management principles.
  • Cross-selling bank products and services is a strength of this versatile banking professional.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Excellent ability to communicate, make decisions, and plan.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Commercial Teller is a multi-talented Commercial Teller who is consistently rewarded for planning and operational improvements.
  • Professional banker with exceptional attention to detail and a high level of integrity.
  • Strengths in stakeholder engagement and workflow optimization backed up by Banking and Financial Services training.

Accomplishments

  • Led cross-functional team in refining wire transfer procedures, boosting transaction speed by 43% and reducing errors.
  • Utilized Workday to automate daily financial reporting, resulting in a 23% improvement in report accuracy and timeliness.
  • Proactively identified opportunities to introduce clients to the bank’s commercial lending products, contributing an additional $16 in revenue.
  • Worked with a portfolio of high-value commercial clients, resolving account issues and reducing average turnaround time by 20% days.
  • Successfully trained 18 new tellers over a 2 month time period.
  • Assumed point-of-contact role for high-value commercial clients, reducing escalation inquiries by 23%.
  • Acted as a liaison between corporate, treasury clients, and the branch to ensure smooth execution of high-dollar wire transfers exceeding $5.
  • Assisted commercial clients in resolving complex account discrepancies, achieving resolution rates of 79% within the past year.
  • Implemented process improvements reducing monthly account reconciliation time by 14 hours, improving overall operational efficiency by 83%.
  • Generated additional business for the branch by identifying new commercial opportunities, bringing in an extra $18 in business loans.

Affiliations

  • Institute of Internal Auditors (IIA)
  • Commercial Banking Roundtable (CBR)
  • Association for Financial Professionals (AFP)
  • Credit Research Foundation (CRF)
  • Lions Club
  • International Association for Deposit Insurers (IADI)
  • Association of Information Technology Professionals
  • American Marketing Association
  • Certified Commercial Banking Professional (CCBP)
  • The Wharton School Leadership Certificate 2018

Certifications

  • Certificate in Commercial Credit (CICC)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Bank Teller (CBT) from Meridian
  • Certification in Financial Crimes Investigations Northwind
  • Certified Financial Services Security Professional (CFSSP)
  • Anti-Money Laundering Certification (AML) by Summit Group
  • Diploma in Retail Banking & Wealth Management from metric
  • Certified International Trade Specialist (CITS)
  • Customer Service Excellence for Financial Institutions 2019
  • Certificate in Business Currency Exchange 2023

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