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Skills

  • Fiscal policy implementation
  • Company liaison
  • Credit card processing
  • Wealth Management
  • Financial reporting
  • Professional telephone demeanor
  • Shipping procedures understanding
  • Performance metrics analysis
  • Financial Services
  • Strategic sales knowledge

Work Experiences

  • Created accounts with a 4 product cross-sell ratio.
  • Was in charge of organizing, stocking, and maintaining the teller window area.
  • Kept a balancing record with a 16% accuracy rate.
  • Devised strategies to develop and expand service sales to existing customers, resulting in an increase in annual revenue of 14%.
  • Researched technical tax issues related to consulting projects ahead of time.
  • Oversaw a team of five accounts receivable clerks.
  • Created and maintained a database of records to ensure that all financial processes ran smoothly.
  • Established procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
  • Prepared sales presentations and developed investment and insurance programs.
  • Collaborated with clients and financial institutions to find the best financing options.

Summaries

  • Client engagement, time management, and multitasking are among the skills offered.
  • Dedicated to exceeding expectations and leading the team to success.
  • Excellent computer and math skills, including the ability to type 15 words per minute.
  • With a team-oriented mentality and a commitment to customer satisfaction, business needs, and sales excellence, I am efficiency-driven and organized.
  • Accomplished Financial Services Associate committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in Salesforce and Microsoft Excel.
  • Power BI and procedure techniques have been taught to me.
  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.
  • Fluent in Portuguese. Personable and professional communicator.
  • Successful at multitasking, prioritizing tasks, and supervising and training a team of 3 coordinators.
  • Demonstrate knowledge of insurance products, services, and customer interactions.

Accomplishments

  • Metric Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.
  • Generated a 15% reduction in month-end close.
  • Resolved product issue through consumer testing.
  • Supported high-value financial product sales through relationship management, generating $10 in additional revenue.
  • Advised on estate planning strategies that enabled clients to minimize estate tax liabilities by $4.
  • Increased financial product adoption by 37% by providing personalized financial advice that aligned with client goals and risk profiles.
  • Successfully trained 3 new tellers over a 12 month time period.
  • Contributed to financial crime prevention programs, reducing vulnerabilities and averting potential losses of $10 per year.
  • Delivered detailed financial reports that provided actionable insights, leading to a 37% increase in client investment returns.
  • Coordinated with tax advisors to optimize tax-efficient retirement planning, reducing client tax obligations by 25% annually.

Affiliations

  • Lions Club
  • Global Investor Relations Association
  • American Economic Association (AEA)
  • Association for Financial Professionals (AFP)
  • Society of Women Engineers
  • Association of Information Technology Professionals
  • International Federation of Accountants (IFAC)
  • Institute of Certified Bankers (ICB)
  • Jaycees
  • Global Association of Risk Professionals (GARP)

Certifications

  • CompTIA Network+
  • Certified Regulatory and Compliance Professional (CRCP)
  • Accredited Asset Management Specialist (AAMS)
  • Accredited Portfolio Management Advisor (APMA)
  • Salesforce
  • Certified Financial Services Security Professional (CFSSP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Chartered Retirement Planning Counselor (CRPC)
  • Financial Modeling and Valuation Analyst (FMVA) – Beacon Labs
  • Behavioral Financial Advisor (BFA)

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