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Skills

  • Energetic
  • MS Office proficient
  • Cost reduction strategies
  • MS Excel expert
  • Familiarity with VBA
  • Research/due diligence
  • Communications
  • Sales expertise
  • Client relationship management
  • Capital market trends

Work Experiences

  • Was in charge of document preparation, financial models, and presentations.
  • Pitch books, briefs, and status reports were all created by me.
  • Handled sales referrals and promoted bank services and products, increasing branch sales by 17%.
  • Teamed up with experts such as loan and mortgage officers, as well as financial advisors, to give customers access to experts.
  • Was in charge of the main branch's opening and closing times.
  • Instructed employees on how to operate the cash drawer.
  • Developed a solid understanding of the estate and tax codes through continued research and training.
  • Trained and supported 5 sales associates and cross-trained 18 tellers to increase customer satisfaction by 8%.
  • Got better.
  • Gave informational sales presentations to potential investors to build symbiotic client relationships.

Summaries

  • Accomplished Financial Services Professional 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.
  • Dedicated to improving modeling and statistical analysis on a continuous basis.
  • Bank Teller with experience in fast-paced financial environments who is goal-oriented.
  • Service-driven
  • Proactive
  • Working independently or as part of a professional banking team is a natural fit.
  • Innovative
  • Pragmatic
  • Expert
  • Versatile

Accomplishments

  • Standardized reporting mechanisms across 2 departments, reducing error rates by 36% while improving overall operational efficiency.
  • Utilized data-driven analytics to identify emerging trends, steering client portfolios towards high-growth opportunities with a 65% return on investment.
  • Initiated a comprehensive client segmentation strategy that improved retention by 60% over the course of 12 months.
  • Played a pivotal role in securing $3 in new capital investment across 12 financial quarters, driving company expansion initiatives.
  • Successfully trained 16 new tellers over a 4 month time period.
  • Led the successful integration and migration to a cloud-based financial system, improving operational efficiency by 20% while minimizing downtime.
  • Facilitated the execution of 4 equity and bond offerings, raising $18 in capital for Banking and Financial Services clients within 6 months.
  • Generated detailed market forecasts that enabled clients to make informed decisions ahead of market shifts, achieving 82% growth in managed assets.
  • Documented and resolved standard which led to category.
  • Increased assets and net cash flow by 7% while minimizing outflow of assets.

Affiliations

  • Certified Financial Planner (CFP) Board
  • The Financial Analysts Federation (FAF)
  • National Association of Personal Financial Advisors (NAPFA)
  • American Marketing Association
  • The Institute of Internal Auditors (IIA)
  • International Council of Nurses
  • Association for Corporate Growth (ACG)
  • American Society of Safety Professionals
  • Alternative Investment Management Association (AIMA)
  • Certified Public Accountant (CPA) - Massachusetts Board

Certifications

  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Certified Treasury Professional (CTP)
  • ServSafe
  • Cisco Certified Internetwork Expert (CCIE)
  • Six Sigma Green Belt Certification for Financial Services
  • International Certificate in Wealth and Investment Management (ICWIM)
  • Global Association of Risk Professionals (GARP) Certification
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)

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